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Financial Planning / Tax Strategies
|Subject: Re: Coverdell documentation||Date: 12/5/2012 6:50 PM|
|Author: ptheland||Number: 117074 of 124471|
I can't venture a guess as to why the error wasn't caught before the return was filed.
I can venture two guesses.
The taxpayer didn't tell the preparer what was going on - that they made a charitable contribution directly from an IRA.
The preparer didn't know what to do with a charitable contribution made directly from an IRA.
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