I retired this year and moved my funds into an annuity, adding money from my checking account. Can I deduct the amount I paid into the annuities from Fidelity and Guaranty on my taxes, even though I'm 72?

February 21st, 2024

I lost my W-2 form and need to file my taxes. My employer is out of their office. What should I do?

April 14th, 2023

I need my 6-digit identity PIN to give to my tax preparer because the IRS is rejecting my income tax return without it. Can you help me with that?

May 23rd, 2024

Will the IRS draft a balance due by an individual (form 1040) from a trust account in their name, or must it be a personal account?

March 4th, 2023

How do I fill out tax form 5695 for the purchase of a new, high efficiency Heat Pump system? Tax year 2022 and cost was $26,549.

February 17th, 2024