asked
Does the amount in the 1099-R form reported as income for that year need to be included in my gross income? We received two 1099-R forms for two different amounts, one of which was split into a CD and a savings account, and the second amount was sent to a 457 plan where any withdrawn amount will be taxed that year.
June 9th, 2024
I am a server and my employer claimed my income on my W-2 to be over $20,000 more than I actually make. They refuse to create an adjusted W-2 for me. I have records of all my paystubs and tips. How should I proceed with filing my taxes?
September 28th, 2023
If I divide my father's life insurance payout amongst my siblings by writing them checks, will the gift tax rules apply?
July 2nd, 2024
I lost my personal PIN number to file my 2022 taxes. How do I get another PIN?
May 28th, 2023
I am an undocumented alien with an income below $1,000 per year. I have been advised that I do not need to file taxes due to my income. What should I inform my book publisher about my tax return document or tax ID, especially when filling out a form for book publication with Amazon?
August 6th, 2023
I need assistance with paying taxes owed. I am on a monthly payment plan for tax years 2018, 2019, and 2021, totaling approximately $37,000. Now, I have been informed that we (joint filing with my spouse) owe $16,000 for 2023. We make less than $150,000 a year and I am retired. It seems like we are in a vicious circle that we cannot get out of. Where are you currently located? How old are you? Do you have any dependents? Have you talked to any other tax professionals about this?
November 1st, 2024