I was divorced in 2007 and awarded approximately $150,000 from my former wife's 401K and retirement accounts. I don't remember receiving any checks for this amount, and they claim this took place in 2007. I am desperate to receive my 2007 tax returns to help close the case. Is there anything you can do to help me?

March 14th, 2023

As a non-EU student in Germany, what are the taxation rules for working, having a sole-proprietorship company, and receiving financial support from abroad?

February 2nd, 2023

How can I write off a new computer as an education expense if I'm a distance learning student in computer science with specific tech requirements, and I bought the computer from Best Buy instead of through the school?

July 24th, 2024

What can I do about my social security number after being scammed?

December 2nd, 2023

I am considering withdrawing $10,000 from my 401k to build an emergency fund, either by investing in a Roth IRA or a money market fund. I want to understand the tax implications and ensure this won't push me into a higher tax bracket of 22%. I am 63, married filing jointly, with no dependents, and my wife and I made $110,000 and $40,000 respectively this year. I will receive a pension, social security, and have $222,000 in my 401k. What are the best strategies for managing this withdrawal and its tax implications?

June 19th, 2023