asked
How far back do banks look into credit card history for refinancing or home purchase transactions, and is it beneficial to refinance now to lower monthly payments even if we plan to sell the property in a few years?
July 3rd, 2024
How does placing our house in a Revocable Living Trust affect our tax situation, and what are the benefits of having such a trust?
March 24th, 2024
I need a copy of my social security benefits. How can I obtain a copy of them?
July 1st, 2023
It's been over 8 months since I filed my taxes and I still haven't gotten my refund of $2185. What's the problem?
September 11th, 2023
Regarding the Roth excessive contribution that was removed after the deadline, I was told by the brokerage firm that they cannot update the distribution code to corrective distribution. They suggested self-reporting. Can you advise if we can complete the 5329 form and write a letter to the IRS to state the situation?
December 14th, 2024
I received a cancellation of debt in 2018 but included it in my tax return. Now, the IRS has increased my income by that amount and I owe back taxes. How do I report this information and what information is needed to properly enter it?
May 2nd, 2023