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Internal Case Note

Buckeye Tax & Accounting Enterprises LLC

Tina Kanfield

Internal Case 4963 — Tax Year 2023
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Internal
Resolved Zoho Ticket #4963 (Closed)

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Notice & Response Documents

Original Notice
📎 88cd28e1-f633-45c9-a4be-f2454a303b55.pdf

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    Response Sent
    📎 Kanfield_MI_Reply_Packet.pdf

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      Notes

      9/3/2026State of Michigan is requesting a copy of the 1099-R and her photo ID.
      9/3/2026A request was sent through encrypted messaging for a picture of Tina's ID and the 1099-R from State Street Retiree Services.
      9/4/2026Documents obtained and correspondence drafted to the State of Michigan.
      📎 Kanfield_MI_Reply_Packet.pdf

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        Prepared by: Daniel Jones, Senior Accountant – Buckeye Tax & Accounting Enterprises LLC