Yesterday, 09:10 PM
I'm dealing with that a little. Distributions went out mid last year. Kids are asking what documents they need for their taxes. I had reached out to my mom's CPA who did her return in 2024. He'd never done those docs before (IRS form 1401 or something like that). Like employers, that stuff needs to be in earlier so the receivers can use the docs to do their taxes by 4-15...
I asked the CPA who does my taxes if she handles that sort of thing and she said yes. So she would file for an extension, asked me to send everything to her and she would sort out which for my taxes and which for the estate.
I've sent some follow up emails, but I'm sure they are getting slammed.
--tg
I asked the CPA who does my taxes if she handles that sort of thing and she said yes. So she would file for an extension, asked me to send everything to her and she would sort out which for my taxes and which for the estate.
I've sent some follow up emails, but I'm sure they are getting slammed.
--tg