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    3rd Stimulus Check

    Posted in: All member Forum

    A single taxpayer received the 3 rd Stimulus check as a direct deposit (in March) a week after they passed away (in February). Does this money need to be returned? Thank you Sascha K Chadwick, CPA

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    Publication 969

    Posted in: All member Forum

    We are trying to confirm if you have an H S A can you have a direct transfer to another H S A more than once per calendar year. This note is on page 7. Our bank is not allowing more than one transfer per year. Thank you, Note. If you instruct the ...

  • Posted in: All member Forum

    The law has it treated as tax exempt income for tax purposes (certainly for basis purposes).   As far as AAA goes--it would not impact AAA.  The more interesting problem is what happens to expenses paid with the loan for AAA purposes.  Per the IRC they ...


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