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Financial Planning / Tax Strategies


Subject:  Re: Coverdell documentation Date:  12/5/2012  6:50 PM
Author:  ptheland Number:  117074 of 127549

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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