I am a retired teacher who works part-time and had to defend myself in court on child abuse charges over the past three years. An adverse verdict would have put me on an abuser list, preventing any future work as a teacher. My lawyer suggested I might reasonably deduct 25 percent of the legal expenses related to the job issue. Can I take this deduction and amend my past three years' tax returns?

April 1st, 2023

I received a Notice of Intent to Assess from the state of MA. I was expecting a refund, but the notice indicates that the withholding of $XXXX will be disallowed if I do not respond within 30 days. What happens if I do not respond within the 30 days, and will I be fined or just lose the refund?

April 27th, 2023

We filed our tax return for 1999 and our income was 126K. We received a letter from the IRS stating we owe 105K and they sent a CP 503, which suggests they did not receive our tax return. How can I find out if they received it, and is there something online on their website to check the status of my tax returns?

June 17th, 2024

pull up the k-1 as you said, please

September 4th, 2023

As legal guardian for my sister who moved to an assisted-living facility in October 2014 due to developing mental impairments, I need to prepare her 2014 tax returns. Numerous expenses were incurred for the court guardianship hearing, including fees paid to the clerk of court, assigned guardian ad litem, attorney, and court-required bonding. Could you provide information about what might be deductible for tax purposes? Additionally, regarding her residency in the assisted-living facility, I receive and pay statements for prescribed drugs, physician and dentist services, and medical insurance. Might any part of the assisted-living services, such as routine checks by a resident nurse, daily aid with medications, and wellness activities, be deductible?

April 6th, 2024