US Tax Preparation with TurboTax 2023
Budget: $30 – $250 USD
Job post for CPA 7-22-2024
Three items are deal breakers:
1) You must reside in the US and have tax preparation and filing experience for 10 years.
2) If you can’t use TurboTax Deluxe Desktop version. Otherwise, it will keep me dependent upon you, handcuffing myself, since I do not have access to Drake or similar platforms.
3) Expertise in long-term capital loss carryforward.
My wife and I are retired and file a joint return. We have no W-2 income, relying instead on Social Security and "passive" investment income from private equity and the stock market. We also manage a Solo 401(k) plan Trust and an associated LLC that is inactive on paper, requiring no accounting is needed.
The tax preparer must meet the following requirements: You may use Drake or any other software system, but the final data must be imported into TurboTax Deluxe 2023 desktop version. This allows me to review and make any necessary changes. All data are already entered in the TurboTax desktop version, except for a dozen K-1 forms.
Final output in Drake or similar software keeps client handcuff and dependent on their tax preparer since I do not have access to Drake. That is why I want your deliverables in TurboTax.
I will provide you with the TurboTax *.Tax2023 desktop file and some paper or digital documents. Your task is to enter the K-1 forms, identify any errors, and correct them. Preferably, you should be a registered and certified tax preparer.
I have been filing my joint taxes for the past 30 years. In 2022 I have incurred huge losses in real estate passive investment and I do not know how to handle that. That is the only reason I am seeing help from a professional tax filer. I do not require you to file my income tax return, only to prepare it. Your signature is not necessary.
You must be proficient in incorporating a dozen K-1 forms that include large long-term capital losses, which can be carried forward for many years to come to offset my long-term capital gains from the stock market or elsewhere by any amount as long as the offset amount is less than the carryforward long-term capital loss. I should be able to continue to do this until I either pass away or exhaust all of the long-term capital losses.
Question: Can a beneficiary inherit long-term capital losses for their tax advantage?
https://drive.google.com/drive/folders/1g-x7OoCu31g058Mxc1ZRnu7q97OzAoK6?usp=sharing
Three items are deal breakers:
1) You must reside in the US and have tax preparation and filing experience for 10 years.
2) If you can’t use TurboTax Deluxe Desktop version. Otherwise, it will keep me dependent upon you, handcuffing myself, since I do not have access to Drake or similar platforms.
3) Expertise in long-term capital loss carryforward.
My wife and I are retired and file a joint return. We have no W-2 income, relying instead on Social Security and "passive" investment income from private equity and the stock market. We also manage a Solo 401(k) plan Trust and an associated LLC that is inactive on paper, requiring no accounting is needed.
The tax preparer must meet the following requirements: You may use Drake or any other software system, but the final data must be imported into TurboTax Deluxe 2023 desktop version. This allows me to review and make any necessary changes. All data are already entered in the TurboTax desktop version, except for a dozen K-1 forms.
Final output in Drake or similar software keeps client handcuff and dependent on their tax preparer since I do not have access to Drake. That is why I want your deliverables in TurboTax.
I will provide you with the TurboTax *.Tax2023 desktop file and some paper or digital documents. Your task is to enter the K-1 forms, identify any errors, and correct them. Preferably, you should be a registered and certified tax preparer.
I have been filing my joint taxes for the past 30 years. In 2022 I have incurred huge losses in real estate passive investment and I do not know how to handle that. That is the only reason I am seeing help from a professional tax filer. I do not require you to file my income tax return, only to prepare it. Your signature is not necessary.
You must be proficient in incorporating a dozen K-1 forms that include large long-term capital losses, which can be carried forward for many years to come to offset my long-term capital gains from the stock market or elsewhere by any amount as long as the offset amount is less than the carryforward long-term capital loss. I should be able to continue to do this until I either pass away or exhaust all of the long-term capital losses.
Question: Can a beneficiary inherit long-term capital losses for their tax advantage?
https://drive.google.com/drive/folders/1g-x7OoCu31g058Mxc1ZRnu7q97OzAoK6?usp=sharing