I misplaced my tax number for this year’s tax purposes. I am 70 years old, located in Kahului, Hawaii, with no dependents, and made approximately $18,610.48 this year. What is my tax number and how can I obtain a replacement if needed?

September 1st, 2024

I lost my health insurance through my parents when I turned 26 and was unable to get new insurance right away due to COVID-19. I eventually got insurance through my company in December, but it only took effect in January. Will I be penalized for not having insurance for those two months, even during the special enrollment period, and what should I do when filing my taxes?

September 15th, 2023

I still have not received my 2019 Oklahoma state tax return or IRS refund. I am 63 years old with one dependent, my federal adjusted income was $105,346, and I have a small ranch. What should I do to track and potentially resolve the issue of my missing refunds?

October 12th, 2024

A taxpayer formed an LLC in GA and elected S-Corp status on January 18, 2021. They received payment for jobs but did not open a separate business checking account until October. Prior to October, all business income and expenses were run through their personal checking account. For purposes of the 1120S, will all income received since the business formation be reported there or will the income received prior to the business checking account go on a Sch C on their 1040? Does it matter that they didn't have a separate business bank account the whole time? Additionally, some 1099s are coming in using the taxpayer's social security number rather than the business EIN. Can he report the 1099 income in his SS# as revenue on the 1120S or does he need to report those funds as Sch C income?

April 11th, 2024

I received a 1099-MISC instead of a 1099-NEC, which should have been used. Does this matter?

December 10th, 2023