asked
Do we need to file a tax return for the Sanders Family Trust 077-172-173, which has money invested in a portfolio with NZFunds and is charged adviser fees of $1034.39 this financial year, especially since no distribution has been made and the funds are intended to stay in the trust for future use or inheritance?
June 28th, 2024
I am 48 years old and make 130k a year. If I stop working now, when can I start getting social security money and how much?
May 21st, 2024
I am an expat living in Peru. Apparently, HR Block has received notice of two payments which I have already paid, but supposedly I have until August 8th to pay. The IRS does not recognize two payments made via Bank of America with the Direct Pay system. Two of the payments are principal plus interest, and one is interest alone. All principal amounts have been paid. What should I do to resolve this issue?
December 29th, 2023
I filed my tax return by mail on 3/12/22 and am still waiting for my refund. I am located in NY City, 84 years old, filed a joint return, and made $136,174.98 this year. What should I do to track my refund and understand why it is delayed?
May 20th, 2023
I need to set up a payment plan to pay my 2021 taxes. I am located in Grimes, Iowa, 56 years old, have 1 dependent, and my typical filing status is jointly with an income of $80,000.00 so far. What are my options for setting up a payment plan and other potential solutions for paying my tax debt?
December 28th, 2023
I need help drafting a will. What are the key considerations and reasons for having a will?
April 29th, 2023