I need to file my 2018 tax return using IRS form 1040. I have two 1099R forms, a total income of $46,094 excluding Social Security benefits, and $23,760 in Social Security benefits. I am filing as a single individual. How do I determine the taxable amount of my Social Security benefits and where can I find the necessary forms to complete my taxes?

May 30th, 2024

How can I get my Social Security tax (SSA) information for my wife and I? We usually receive it by mail by the end of January.

December 30th, 2024

I am getting divorced and want to know if I can withdraw money from my 401K through a QDRO (Qualified Domestic Relations Order) penalty-free. For example, if half of the 401K transfers to my spouse and we want to take out $50K to pay bills, is the $50K withdrawal penalty-free?

March 3rd, 2023

I need a copy of my 2017 taxes that I filed with the IRS. How do I get a copy?

November 10th, 2024

I am trying to complete Form 8962 for Premium Tax Credit and have a question about Part II Lines 12-23. If I only had marketplace insurance for 2 months in 2017, do I fill in '0' for the remaining lines in columns A & B? Also, do I complete the entire table's calculations using '0' values for the other 10 months, resulting in a credit for line 24? Additionally, how do I handle the calculations for columns E and F, and how should I complete Part IV allocations section, specifically lines 30 g, f, e, given that I had marketplace insurance in January and February and Medicare for the remainder of 2017, while being married filing jointly?

November 15th, 2024