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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The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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