Is an HSA a better place to put pre-tax dollars than a 401K, considering that it can be maxed out every year to reduce taxes, allows for tax-free withdrawals after 65 for unused medical expenses, and postpones taxes if not used for medical purposes?

September 8th, 2023

How can I retrieve my 2019 AGI (Adjusted Gross Income) from my tax return?

February 3rd, 2023

I'm a 22-year-old student and dependent of my parents. I worked in Iowa and Illinois, earning $2,656 in Iowa and $28,706 in Illinois. I noticed discrepancies in my W2 forms, with box 1 showing $28,706 and box 5 showing $30,418 under Medicare wages. Do I need to claim the Iowa income, and why is there a difference in the amounts on my W2?

December 23rd, 2024

I need to speak with someone about my return being rejected. The reason stated is that the IRS does not have my name or SSN on file. I recently got married last year, and my wife already has an updated SSN. I called the IRS, and they said everything was in order on their end for both me and my wife. I also made sure to check all my info in my tax return, and it was all correct. What should I do?

February 6th, 2024

I took a 401k withdrawal due to COVID and had taxes taken out. If I want to spread the tax liability over 3 years, how do I report the distribution and the tax collected amount?

January 12th, 2023