My wife's former employer ended her 401k in late 2020, sending a FBO check payable to her IRA company in December 2020, which was received by the new firm in January 2021. Since the rollover occurred in two tax years, are we liable for any taxes? What documentation do we need? I have a copy of the check and that it was received by the new firm in January 2021.

November 27th, 2023

I am filing tax jointly with my husband. In 2020, we both received cash from relatives outside the USA. My husband's total amount does not exceed $100,000. Does he need to file Form 3520? If he needs to file, should we file in one form, or do we need to file separately? Also, if my husband received a money transfer from a US friend with $30,000, does he need to file Form 3520?

May 2nd, 2023

When I filed my tax return, I forgot to include one of my W-2 forms. How do I add it to my return, and should I file an amended return or wait for the original return to be rejected?

October 29th, 2024

I have not received the tax stimulus check I was told to expect. I have changed my address multiple times. How can I track the status of my stimulus check and what should I do if I do not receive it?

April 18th, 2024

I am inquiring about the status of my 2020 tax return. I am 39 years old, located in Valdosta, GA, with one dependent, filing as head of household, and earning about $140,000 to $190,000. My federal and state returns were accepted on 2/12/21, but it's the last week of the 21-day period and I haven't received approval or a refund date. What should I do?

September 13th, 2023