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A client inherited a Roth IRA from his dad … dad had it more than 5 years . 1. Can beneficiary take a lump sum distribution tax free ? 2. Can he put into a Beneficiary Roth IRA , and take distributions tax free but must take out within 10 years? . ...
Hello, My client receive a notice from IRS CP504B, pertaining to her partnership that she owe tax. On reviewing her personal and business IRS account there is no balance showing. There is a phone number call. Is this normal for IRS to send a notice, without ...
My opinion, options: 1) If Minnesota and Pennsylvania were temporary assignments, file jointly with spouse in Illinois, and file Minnesota and Pennsylvania as nonresident. 2) If intention was to establish residence in Minnesota and Pennsylvania, ...
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