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Have you looked at the instructions for Form 4852, I had to extend the return I am working on as I also have not heard back from Met Life, but ultimately it is also Brighthouse that reports. It is the same issue, the taxable portion is incorrect but not as large, but between four 1099-R's it is 18,000 ...

Blanket advice to clients: NEVER BUY ANNUITIES. Others have indicated that Brighthouse was a spin-off from Fidelity. In that case, it's not surprising that records have been lost. When financial companies merge or get acquired, or spinned off, basis and records are often lost. I just completed ...

Dear Members, As an international CPA aspirant based outside the United States, I understand that obtaining qualifying experience can be challenging. I would truly appreciate any guidance, suggestions, or insights from members who have experience working with or mentoring international candidates ...

From my understanding, in a non-qualified annuity, the taxpayer should recover the cost basis, and only the earnings portion should be taxable. Therefore, in this case, it seems appropriate that only $60K should be reported as taxable instead of the full $90K. If the annuity provider is unable to ...

I am writing an article for Dental Economics Mag and am seeking to interview a CPA who has many Dental industry clients. The article will be on the applicability of the R&D Tax Credit to Dental practices. Will anyone up here speak to me for a few minutes? ------------------------------ Richard Bernstein ...

Hello everyone, I am excited to share the Society's April 2026 event calendar . There's lots of great happenings this month -- including the Emerging Technologies Committee Meeting on April 28th at 4 p.m. (here's this super-charged new committee's details: Committee Information ) ...

Hello everyone, I am excited to share the Society's March 2026 event calendar . There's lots of great happenings this month -- including the Society Town Hall Meeting on March 19th at 4 p.m., and the Emerging Technologies Task Force Meeting on March 26th at 4 p.m. -- and I hope to see many of ...

For everyone's convenience, here are the l inks to both the Governance Committee memo and the full redline text of the proposed bylaws amendment: https://www.nysscpa.org/docs/default-source/pdf/governance-committee-memo-for-2-4-26-nysscpa-bod-meeting.pdf https://www.nysscpa.org/docs/default-source/pdf/redline-dtd-2-1-26-for-proposed-2026-amendments-to-amended-and-restated-bylaws-with-amendments-eff-6-1-2023.pdf ...

Dear Fellow Society Members, As many of you know via our bi-monthly Society Town Hall meetings, one of my primary areas of focus during my term as Society President for the 2025-2026 fiscal year is to modernize the Society's bylaws by gradually reducing the Society Board's size from 35 directors ...

Hi everyone, We still have 9 tickets available for the Brooklyn Nets versus San Antonio Spurs NYCPA Networking Event at Barclays Center on February 26th . The NYCPA will be the "Non-Profit of the Game" and rumor has it that yours truly will be interviewed courtside at halftime. This ...