My husband passed away in December 2022. I need to file our 2022 taxes. How do I do this, given that I have never filed taxes on my own and I don't know where to begin? I have a small pension, receive social security, and have 1099s. We also have mortgage interest.

May 18th, 2024

My social security check is generally deposited in my account by the 15th or 16th, but it has not shown up this time. What can I do?

May 13th, 2024

Lane Couple married in 2022. Spouse has a current Installment Agreement for prior years. They are questioning whether it is better for them to file Married Filing Jointly (MFJ) or Married Filing Separately (MFS). If they file MFJ, the total paid out is about $307 less than two MFS. But the question is: if they file MFJ and submit the payment, will the payment be applied to the spouse's outstanding balance or only to the amount owed for 2022?

December 21st, 2023

I’m missing my Social Security card. What is the easiest way to get a replacement, and is there anything else the Social Security Expert should know before I proceed?

May 2nd, 2024

I have a Roth IRA that is invested in a Delaware LLC created for IRA fund investment. My $300 franchise tax is due. Can I pay the franchise tax with my personal funds, or should I pay it with funds owned by the LLC? I am listed as the registered agent and named as a manager in the operating agreement.

January 26th, 2023