I need copies of my last W-2. My employer said their information does not go back that far. How can I obtain these documents?

October 17th, 2023

Why haven't I received my tax refund? It was filed through TurboTax online and accepted on January 31st.

March 18th, 2023

I have a joint account with my deceased mother, where her SSN is the tax ID for the account. I want to close the account and distribute the money to my two kids. Do I need to change the account's tax ID to my SSN before distributing the money, and which name should I use as the donor on Form 709 for IRS?

January 24th, 2024

I am preparing an 8802 form to request a US residency certificate for the previous year while in the US on an F-1 visa. I filed Form 1040 and need to include two statements with Form 8802: one explaining why Form 1040 was filed and another showing that I reported my worldwide income. What qualifies as a statement? Is it a specific form or just a written notice with my signature? Is the first statement as simple as saying I had income in the US? For the second statement, is it enough to submit the tax return document (1040 form) for 2021 since I did not have any other income outside the US?

January 20th, 2024

I am a new LLC with revenues close to $60k this year and increasing by about 20-30% every year. I am debating between filing as a Single Member LLC or electing S-Corp status. Is the only reason to elect S-Corp to save on SE taxes? Are write-offs and deductions the same between the two? If it is a pass-through entity and I take the standard deduction on my personal tax return, can I still do itemized deductions? When would a new LLC elect to be an S-Corp, and what are the top things to consider?

August 17th, 2024