I took out a $50K loan from my TIAA-CREF 'nest egg' and repay it with after-tax money. Is the principal and/or interest tax deductible?

December 21st, 2023

I'm looking for help with a stock swap from one company to another and I'm wondering if I could avoid an IRS 83(b) election and have to pay taxes up front when the transaction is signed. How can I avoid tax penalties with an accelerated vesting period for ownership shares?

May 5th, 2023

I have not received my refund. My return was accepted on 02/06/24. My daughter and granddaughter both filed with the same program and have received their refunds. How can I check the status of my refund and what is the average processing time?

March 19th, 2023

I receive Social Security benefits and had voluntary tax withheld. My SSA-1099 shows a 0 refund, but I usually get a refund every year. Why is this happening, and what should I do?

March 15th, 2024

My W2 form is incorrect and Home Depot will not correct it. What should I do?

December 14th, 2024