I am living in the United States on a J1 visa and am a resident alien for tax purposes. My husband and five-year-old child live in China. What should be my status for tax purposes? Single or married? If I should be married, could I claim a joint return for this tax year?

August 31st, 2023

When I make a correction, what adjustments are possible to deduct paid mortgage to the lender, including the check received as part of the exclusion of a home sold in 2003? What are the forms and publications, and can I take back the collected amount until I can produce a correct explanation? I am retired and may not be able to pay property tax due in April if I cannot make the right correction.

March 16th, 2023

I am waiting for a tax refund from the Fresno IRS, AUR, for the tax year 2015. The IRS is not responding to any calls or written inquiries. What should I do to check the status of my refund?

March 28th, 2023

My 87-year-old mother is receiving an inheritance of $260,000 and wants to split it 7 ways, including one share for herself and one for each of her six children. If she pays each of us kids a check, would we have to pay inheritance/gift tax?

June 29th, 2024

I am the administrator of my late sister's estate account, which holds corporate bonds. If the account is divided into two brokerage accounts for my sibling and myself without liquidating, will it be taxable?

May 13th, 2023