asked
I am considering taking a hardship withdrawal from my 401K. What is gross-up, will I be required to pay taxes on this as income, and what does federal tax withholding mean?
July 8th, 2023
I have misplaced my W2 form and need to file my taxes by the deadline. How can I obtain a copy of my W2 information and use my last pay stub to handle the state return?
August 23rd, 2024
I recently moved from New York to Florida and my only income is social security. Do I have to file NYS income tax for 2017 and a federal income tax return?
June 16th, 2023
If I 1031 exchange the proceeds from a rental property, do I have to incur debt on the property I exchange into?
May 24th, 2024
I received a refund check for $642 from my 2009 taxes, which is significantly higher than the $142 I was expecting. Why is there a difference, and what should I do?
January 17th, 2023
Can I file a loss on LINEQ, LINN Energy which filed bankruptcy? The 2016 1099 lists the losses and mentions a merger under the losses. I cannot initiate a loss on a sale as the stock was purchased over time through TD Ameritrade and is now listed as an escrow account after a Voluntary Exchange Offer. Additionally, the 2017 form 1099 does not mention this stock, but it was listed on the 2016 form. I have been using Turbo Tax and want to ensure I correctly offset some capital gains.
June 27th, 2024