@delerioustrem@money_cruncher CA doesn’t conform to HSA rules. So the interest, dividends and realized capital gains are taxable annually for CA purposes
@TheICHpodcast Hobby business? So like one where you claim the income but can’t deduct expenses since they would be 2% itemized deductions type hobby business? Yeah let TurboTax handle that, I don’t want to waste my time explaining that to you 🫣
@JohannaSalt Had a client call because IdentityGuard notified them someone was using their info to verify their identity and they were concerned, so they gave me the time stamps and it was then answering our DocuSign ID verification 🤦🏻♂️
@BrianDavisTax Most returns I just send out for DocuSign. If they add more info that was previously omitted it’s a re-run fee. More complicated returns or picker clients get a draft to review.
@DebFoxFinancial@Y10Tax Have them provide a trust certification showing they are successor trustee or copy of court appointment if executor/administrator.