Iowa Chapter

Chapter President

Randy Adams, EA
1653 NW 100th Pl
Clive, IA 50325-6705

Picture Placeholder: Margaret M Liske, EA
  • Margaret M Liske, EA
010/20/2014 12:00 PM

​Last week in the newsletter there was a statement about amending the 2011 and forward tax returns of military pension recipients for a new exclusion which was retroactive to 2011.  I sent for a clarification from Jim McNulty at the Iowa Dept of Revenue.  He sent me a clarification as follows;

The new military retirement pay exclusion applies to 1/1/2014 and after.

The exclusion for active duty military pay was enacted in 2011 and is retroactive to the 2011 tax year.  (This is not new legislation)

I hope this may help to clarify the information from last week's newsletter to others out there.

10/20/2014 12:00 PMNo
Picture Placeholder: Wendy Torres, RTRP
  • Wendy Torres, RTRP
19/28/2014 4:52 PM

​Do you have any details on this 1-day conference​?

Laura Merschman10/2/2014 1:59 PMNo
Picture Placeholder: Susan Ruechel DePuy, EA
  • Susan Ruechel DePuy, EA
19/13/2014 9:34 AM

​What is  being presented on Thursday afternoon?

Laura Merschman9/18/2014 10:47 AMNo
Picture Placeholder: Jeanne Goldberg, CPA
  • Jeanne Goldberg, CPA
19/16/2014 11:26 AM

​Is there an agenda/schedule for the conference?  How do we know which days we want to attend?

Thank you,

Laura Merschman9/16/2014 2:08 PMNo
Picture Placeholder: Megan Sonicksen
  • Megan Sonicksen
39/27/2013 11:48 AM

​Please use this discussion board for discussions specifically relating to the Chapter, state or local tax discussions.

For general discussion items relating to business management, federal tax or education, please use the discussion board located under Member Center>Community.

Randy Adams, EA8/8/2014 4:03 PMNo
Picture: Megan Sonicksen
  • Megan Sonicksen
012/6/2013 10:27 AM

​With tax season fast approaching, remember your Chapter discussion board can be a great resource for state and local tax issues as well as utilizing the state tax volunteers.

Megan Sonicksen, NATP Tax Communications​
12/6/2013 10:27 AMNo

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