Form 965 – Deferred Foreign Income Note: Form 965 and related schedules have only been partially implemented for tax year 2019. Form 965, Inclusion of Deferred...
Entering Prior Year Data For Comparison For individuals who have used Keystone Tax Solutions Pro in previous years to prepare their client’s tax returns, a prior...
Power of Attorney – Form 2848 Form 2848 is used to designate an individual to represent the taxpayer before the IRS and to allow the representative to...
Form 9465 – Installment Agreement Request An installment agreement allows the taxpayer to breakdown their tax debt into manageable payments. Usually an installment agreement requires equal...
Form 8862 – Information to Claim EIC After Disallowance Form 8862 is required to be filed with a taxpayer’s tax return if both of the following apply: The taxpayer’s...
Safe Harbor Election for Tangible Property A Safe Harbor Election for Tangible Property involves a taxpayer’s option to elect to expense certain items rather than capitalize...