Did you receive any interest, for example, from UK banks, UK building societies, UK unit trusts (or untaxed foreign interest up to £2,000)? Do I have to include my help to buy account interest? Or is it tax free and I have to answer "No"?

July 15th, 2024

Federal taxes are not being taken out of my paycheck. I am located in New York, 31 years old with 3 children, and my typical filing status is married filing jointly with an annual income of around $16,000. I am an employee and have not filed to be exempt on my W-4. My employer advised me to fill out a new W-4 but could not offer assistance. What should I do?

August 1st, 2023

I am 58 and recently retired from my long-time employer. I have made approximately $70k in after-tax contributions to my 403B. Can I take that $70k tax and penalty-free?

January 21st, 2023

My son has passed away and I received his W-2. Should I return it to the company he worked for or destroy it? What should I do with it?

May 29th, 2023

I just e-filed my federal return. The state of CA sent me an 'other income' statement for $1,050 middle class taxpayer assistance. Will the IRS catch this and make an adjustment, or do I need to file an Amended return ASAP?

April 6th, 2024