Calculate federal and state withholding rate on each W-2 and 1099R

Related products:ProSeries

Forum|Forum|2 years ago
April 4, 2024
1 reply
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Please add a quick visual for the preparer and/or analysis report that can be printed for clients showing their federal and state withholding rates for each W-2 and 1099R. I'm finding a lot of surprised clients wondering why they have balances due or large refunds. Most of the time it takes me a few minutes to analyze that withholding is off (when I don't have a few minutes).

Also on the report, show the taxpayer's eligibility and max contribution to tradl, Roth and SEP IRAs; and the corresponding savings they would recognize.

And of course, make sure ALL STATES have a year over year comparison report.

Individual

I

Intuit_Ruben

Level 7

Thanks for the idea to add a quick visual for the preparer and/or analysis report that can be printed for clients showing their federal and state withholding rates for each W-2 and 1099R, a report to show the taxpayer's eligibility and max contribution to traditional, Roth and SEP IRAs; and the corresponding savings they would recognize, as well as a year over year comparison on all states. . We are changing the status to "Open for voting".

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