Under what category do I claim a child I have guardianship under so she counts as my dependent?

August 5th, 2023

I received a distribution from my 401k in 2020 and split it into three years on my federal tax return, but my state (Arkansas) is not allowing me to split it up. What will happen on my state tax for the next 2 years? Will I get taxed repeatedly for the full amount?

September 22nd, 2024

I received a letter stating we would be getting our stimulus check on 2/1/21, and it should be in the bank within 7-10 days. We are both retired and on Social Security. Do you have any minor dependents? What is your typical filing status? Do you know roughly what you made this year? Is there anything else the Accountant should know before I connect you?

March 25th, 2024

I need help filling out my IT-2104 NYS for a new job. I am head of household with one dependent, making 80k, and live in NYC. I want to take home as much as possible each week but do not want to owe any taxes next year. How many withholding allowances should I claim for both NYC and NYS, and what percentage of taxes would be taken out if I claim one or two allowances?

July 25th, 2024

My mother passed away in 2019, and her taxes were done in July 2020. I am the Trustee of her Revocable Trust. The tax preparer forgot to include her 'Date of Death' and report 2019 as 'Final Return for Taxpayer' on form 1040, so he sent form 1040-X to state that information. As of 3/2/21, I have not received her Federal Tax Refund. I checked 'Where's My Amended Return' and was told to call them. When I called, I was eventually told they needed form 1310, which the tax preparer had already sent in. In reviewing my copy of form 1310, the preparer did not have me sign my copy. So, when I send them a copy of this, do I sign as 'Personal Representative' or 'Trustee' since she had a TRUST? Also, do I date it today's date, or the original date it was prepared?

October 2nd, 2024