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The IRS has changed the line numbers for reporting IRA and employer plan distribution on Form 1040, U.S. Individual Income Tax Return. Advisors should make note of these changes, to help ensure that they can respond to related questions from clients.
Chart Talk: This flowchart helps small business owners figure out retirement contribution strategy in light of the new QBI deduction-reduction.
What’s Working Now: This advisor finds prospects and clients feel an urgent need to know more about the new tax law—so this topic is filling seminar seats particularly fast.
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