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Northstar Holdings Inc. · 2026
Client data
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Capital dividend account has a balance
Opportunity · Northstar Holdings Inc.
Opportunity
A capital dividend may be payable to the shareholder.
Assumptions
The balance on the prior-year schedule is still current.
Missing facts
Capital transactions since the last year-end.
Risks
An excessive election is subject to Part III tax.
Sources
Your assessment
You assess each opportunity before advising the client.
Raised for you
Nothing is flagged on this work.
Activity
TaxJet AI prepared the year-end file for Northstar Holdings Inc.
Today, 2:14 PM
TaxJet AI raised 4 items on the year-end file for Northstar Holdings Inc.
Today, 2:14 PM
Eman Aquaviva uploaded a trial balance and 14 documents for Northstar Holdings Inc.
Today, 1:52 PM
TaxJet AI found a tax planning opportunity for Northstar Holdings Inc.
Sep 18, 9:31 AM
1 proposal still needs a decision