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I have brother MFC-L2750DW and am well pleased for over 6 years. As others have commented replacement toner and drum units are easily and cheaply available thru LD products and are very reliable.

Grandmother and grandson jointly own the residence the grandson is living in. Both names are on the deed and mortgage. Grandson makes the mortgage payments. Grandmother wants to pay for the solar system and wants to take the credit on her tax return. She does not live in the home and rents and lives in a separate residence at another location. I don't think that she qualifies since she doesn't live there. Is there anyway that this could be structured for her to get the credit ?

DANRVAN, Thanks for the reply. I had not dealt with DAF inside a trust before. I had not seen charitable contributions passing through a trust. I appreciate the insight.

A simple trust with a single income beneficiary made a contribution of stock shares through a DAF. Can that be taken as a pass through item to the income beneficiary or must it be taken as a deduction on the trust income tax return?

Thanks for the replies. We will wait a few weeks since she only recently got the voided 1095-A and try to e-file.

Client finally received a 1095-A marked void at the top of the form after much discussion with representative at market place. She had never applied for or got insurance through the market place. We are trying to e-file the 2024 return. The 1095-A marked void has 0$ entered for Jan & Feb and all the rest of the months have amounts populated. What is the best approach? We have to include a 1095-A or the return will be rejected. Do we include the form with all zero $ amounts and attached a pdf of the form marked void at the top? Drake software has no input for a 1095-A to indicated VOID. Any assistance would be appreciated.

Husband died in May so we may be OK. Thanks for the reply.

MFJ return. H died May 2024. In prior years both H&W had PP pins. W has hers for 2024 but H's pin was never received. Elderly and do not have computer access to check for husband's pin. Can we e-file with just W's pin? Would it help if we put W as primary on the return and H as spouse? or are we stuck with paper filing if we can't find H's pin?

Judy, Thanks for being patient with me on this. I did not see how this was going to work until I made those entries. Brain was just not working. Art

Reply all I agree about the earnings on the $7000, but the contribution itself should not be reported anywhere on the return since the $7000 + earnings was returned before the tax due date. See below from Pub 590-A "You won’t have to pay the 6% tax if you withdraw an excess contribution made during a tax year and you also withdraw any interest or other income earned on the excess contribution. You must complete your withdrawal by the date your tax return for that year is due, including extensions."

Taxpayer made excess $7000 Roth IRA contribution in 2024. HIs MAJI exceeded $240,000 MFJ. The $7000 was reported on 5498. He will pulled out the $7000 prior to filing the return, but I need to report the earnings on the $7000 as taxable and 10% penalty does not apply. Did not see an input in Drake to do this. I have not gotten any help from tech support on this so do I just do a manual entry on line 8z of schedule 1? How to show the $7000 and then back it out to avoid IRS reporting issue? suggestions? Art

The son started fully time employment and had over $28,000 of W-2 income so after filling out support worksheet he is supporting himself. He took out the loan in his name; dad co-signed the loan. Art

Getting the son's W-2s and he will be claiming himself this year. Got the bursar's records and $8500 of student loan funds were applied to spring semester so we should be good to get some education credit on son's return. Thanks for everyone's replies..very much appreciated

It was checked so if there was a sufficient payment applied to 2024 that exceeded the $7000 of scholarship we should be OK for 2024 and the son has no taxable scholarship to report in 2024, right? Art

Lion EA So client gets double whammy. He could not claim any AOTC in 2023 or 2024 because of income limitations and because he prepaid the spring 2025 semester in Dec 2023 instead of paying it in Jan 2024 which would have more than offset the $7000 of scholarship, the student has to pick up $7000 of income unless we can come up with some other college expenses that were paid in 2024. What a bite!