My husband received an SSA-1099 for 2022, which includes a lump sum retroactive payment from previous years. We are unsure how far back the retroactive payment covers. How should we handle this information when filing our taxes? Additionally, my husband did DoorDash but did not receive a 1099 because he was short of the required earnings. Can he still claim DoorDash income without the 1099?

November 19th, 2023

How can I find the amount I drew out from my 401k if I lost the paperwork?

February 23rd, 2024

How much income should I make from a part-time job in 2023 while receiving social security and a pension to minimize my federal taxes?

February 21st, 2023

Is it possible for a commercial property owner to 1031 exchange with a REIT or UPREIT, and if so, what special conditions must be satisfied?

August 8th, 2023

Can I claim my 33-year-old daughter and her 6-year-old daughter as dependents on my taxes if they live with me, I provide all their care, neither are disabled, and my adult child has no income?

June 16th, 2023