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Client
Year(s)
Status
Green — ready / near-ready
Yellow — awaiting info
Red — substantive work
Blue — new client onboarding
Results (as prepared)
Fed Refund = $1775 OH Refund = $273 TOL BalDue = $538
Blocking item / next step
Assigned to Natasha. The 1099-NEC is for an electrrical safety class and there are not really any expenses against it. Go ahead and give him $300 for travel expenses to get it below $400 so there is no SS/MED taxes.
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