How do I contact to get a W2 form or tax information (SSA-1099) from Social Security?

April 29th, 2024

I have a 2023 capital gain estimated tax payment requirement and want to know if safe harbor rules can help me delay paying all capital gains tax until 2024 when filing my 2023 tax return. In Q1, I exercised incentive stock options in a private company that will cost me with AMT, and in Q2 2023, I may sell some private company stock at long-term capital gain.

October 29th, 2024

I recently discovered that my 2021 taxes were never accepted when I used the IRS e-file site. The forms I printed were the wrong ones, specifically a tax return form for seniors, which is incorrect for my situation. Now, I am required to fill out a Schedule 1 & 3. I am confused about how to proceed and want to avoid incurring more expenses. What should I do?

March 15th, 2024

I received healthcare.gov benefits for only 8 months of last year because I qualified for Medicare in September. After I cancelled my healthcare.gov benefits, I withdrew money from my IRA to pay off some debts. When I do my taxes, it is forcing me to pay back a significant portion of my benefits because of this income that I received after I was no longer receiving benefits. Is this accurate?

June 13th, 2023

Where do I enter the profit from oil royalty income reported on Schedule E of my 1040 form?

September 29th, 2024