Written data security plan for tax preparers - TMI Message Board
2019年7月17日 · In response to the above reply post’s questions in the last paragraph, it should be noted why a written plan is not only necessary but is the law: IR-2018-175, Aug. 28, 2018: According to the FTC Safeguards Rule, tax return preparers must create and enact security plans to protect client data. Failure to do so may result in an FTC investigation.
ProConnect™ Tax - Intuit
5. Use timesavers like missing data, document management, and Intuit Link. Tap into all of the bonus features we’ve built into ProConnect expressly to save you time and hassle. Flag fields to quickly identify gaps and reduce review time before you file with the missing data feature.
Lacerte® Tax - Intuit
Convert data Easy Start is here to make your first year with Lacerte your best year yet. If you have additional questions, please contact customer support at 800-933-9999 or send an email to [email protected]
sole proprietorship and w2g - TMI Message Board
2024年11月21日 · I have a client that in 2024 started a new job which is unusual. This is how she explains it to me. She works for a casino "I write letters to their sweepstakes I get paid 5$ per a letter in coins that I convert to real money and cash out from their sweepstakes" So she gets casino coins as payment and cashes them in.
Estate Return - TMI Message Board - forum.thetaxbook.com
2024年11月11日 · My client passed away without naming a beneficiary on her 401k, therefore it is going to her estate. The beneficiary of the estate is her minor child. Am I correct in saying that the minor child will be issued a K1 to claim this income and will have to file a tax return? Alternatively, the surviving parent could elect to claim
SImple IRA for 2% shareholder - TMI Message Board
2013年2月4日 · [36] A. C-4: For purposes of the SIMPLE IRA Plan rules, in the case of an individual who is not a self-employed individual, compensation means the amount described in section 6051(a)(3) (wages, tips, and other compensation from the employer subject to income tax withholding under section 3401(a)), and amounts described in section 6051(a)(8 ...
Form 941 & Simple IRA - TMI Message Board
2006年10月4日 · However, the employee’s elective deferrals (not the employer’s match) are subject to FICA and should be included in Social Security and Medicare wages on the W-2 (also subject to FUTA).” The reference to "not the employer's match" is referring to the employer's 2% or 3% matching contribution to the SIMPLE IRA, as it is used in that ...
401(K) or retirement plan offered Employer matching contributions Participating in retirement plan Employer stock purchase plan Participating in stock plan Stock grants or options offered Wellness Benefits Health insurance Health Savings Account Flex spending account Disability insurance Life insurance Employer gym membership Vacation time ...
(MFJ) Husband or Wife considered "taxpayer" for data entry?
2009年4月1日 · This year, the husband wanted to do a spousal IRA. The wife is the primary wage earner and is a participant in a pension plan. Drake's SW continued to indicate the $5000 deductible spousal IRA should be changed to a non-deductible IRA because the husband participated in a pension. He doesn't, and their was no income exclusion from the IRA rules.
Schedule K-1 question - partners identifying number is the …
2013年3月21日 · Hi, my client received a schedule K-1 form 1065. The partner's identifying number is the investment company and not my client's social security number. However, my clients name is listed under the partnership name as the FBO. So it is the investment company's name and then says FBO client. Does this need to be included on my clients tax return?