Tax Return Review – Disaster Distribution and Rental Expenses
“Bob and Sue” took a COVID-19 disaster distribution during 2020 and then repaid the full amount before filing their tax returns. They also have rental income but the expenses raise questions. Watch to see Steven’s insights on what questions he would be asking “Bob and Sue”
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Congratulations! You’ve Got Your Client’s Tax Return… Now What?
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State Tax Tips for Financial Advisors
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