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Dear All, I am a CPA aspirant currently building my knowledge in U.S. taxation, and I have been following this discussion with great interest. From my understanding, even if Form 1099-R reports the full distribution as taxable, the taxpayer should still be allowed to recover the original cost ...

A client received on Saturday notice CP 5071 received by USPS mail a notice, presumably from IRS Austin TX. The notice does not include a social security number. Is this a scam notice? Cornelius Cornelius van der Velde 1902 S Prairie Winds Dr Urbana, IL 61802-4767 217-372-5198 c ...

Is it possible that it was transferred to an irrevocable grantor trust under a different tax id # at some point - I am dealing with a similar situation ------------------------------ Jonathan Kanovsky Sole Practitioner Jonathan Kanovsky, CPA Bayside NY (718) 279-2938 The opinions expressed are the ...

In years past I've found that where there were mergers and acquisitions, many documents were "lost". I had at least two clients try to get a copy of the forms filed with the financial institution to open IRA or pension plans and were told that due to the merger, those documents were not longer available. ...

If I remember correctly, Brighthouse was a spin off several years back. That's when most records get lost. I suppose you could try to contact Fidelity and see if they have any additional resources. Marti Martha E. Vail, CPA 39 Ronkonkoma Blvd Centereach, NY 11720 631-698-5203 Fax: ...

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 ...