New York/Connecticut Association of Tax Professionals | Cal Kaplow | Activity https://www.nyctatp.org/members/calkaplow/activity/ Activity feed for Cal Kaplow. Sun, 03 May 2026 13:37:14 -0400 https://buddypress.org/?v= en-US 30 hourly 2 f91cd0a7ae0e90a9e70cc3f61ad0cd30 Cal Kaplow's profile was updated https://www.nyctatp.org/activity/p/2729/ Mon, 22 Jul 2024 18:49:05 -0400 0 461d2097a6cd80b68a40a69a29c75841 Cal Kaplow started the topic Domestic Filing Exception for Domestic Partnerships and Schedules K2 and K3 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/domestic-filing-exception-for-domestic-partnerships-and-schedules-k2-and-k3/ Mon, 06 Feb 2023 19:02:50 -0500 For users of ProSeries software, how/where do you enter on Form 1065, Schedule K-1, the partner notification that “Schedule K-3 will not be furnished unless requested” to comply with the domestic filing exception?

]]> c73b3ae096684b51fec3b1e1fd01f2dc Cal Kaplow started the topic Recovery Rebate Credit for Stimulus Checks Received in 2021 in the forum Tax Discussion https://www.nyctatp.org/forums/topic/recovery-rebate-credit-for-stimulus-checks-received-in-2021/ Mon, 04 Jan 2021 19:12:03 -0500 Happy New Year all. I’m looking for clarity as to whether the second series of stimulus checks issued by the IRS in late December, 2020 and now in 2021, will be accounted for on the 2020 tax returns on line 30 on the Form 1040, or will the second stimulus checks be reflected in the 2021 tax returns. Thank you.

]]> 389f340b5960afa2d45987c4d8a13aec Cal Kaplow replied to the topic Back Roth IRA's - Coding of Form 1099R in the forum Tax Discussion https://www.nyctatp.org/forums/topic/back-roth-iras-coding-of-form-1099r/#post-14025 Thu, 27 Feb 2020 23:20:54 -0500 Kristin, I’ve loaded your note below.

Emmet, Kristin, thank you for your posts. It’s all very very helpful. I don’t know if this is allowed by the protocols of the Forum, but, Kristin, if possible, can I have a voice to voice chat on this, in the next couple of days depending on your availablility, because more questions arise with your reply…Read more

]]> d84f215afda59f833f4e011ee93f9749 Cal Kaplow started the topic Back Roth IRA's - Coding of Form 1099R in the forum Tax Discussion https://www.nyctatp.org/forums/topic/back-roth-iras-coding-of-form-1099r/ Thu, 27 Feb 2020 21:10:50 -0500 The conversion of traditional IRA’s into Roth IRA’s (Back Door Roth’s) is confusing enough to process. But in recent days, I’ve seen conflicting code designations in box 7 of Form 1099R. I’ve seen box 7 filled with a 2, and I’ve seen it filled with an R. Have you processed Back Door IRA’s? And, if so, what has been your experience with the…Read more

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