I recently started receiving an annuity of $1,000 per month from Allianz Life Insurance after my father-in-law passed away. I am married and file jointly, with a combined income of approximately $220,000. I am 50 years old with one dependent. What should be the appropriate amount for tax withholding or estimated tax payments for this annuity?

November 1st, 2024

A credit card company states they filed a 1099 form in 2021 for a debt from 2013, but I know nothing about this account and they have no evidence that I was ever informed. Was a 1099 form submitted last year, and how do I resolve this since there is no proof this is my debt?

June 5th, 2024

I filed my tax return on 03/18/2022 and received a notice in early April requesting social security numbers and the date of death for someone I was collecting from who passed away due to COVID on 01/07/22. I made corrections and sent them to Texas but have not received my refund, which is still processing. What should I do about the notice and how can I track my refund status?

April 10th, 2024

My husband will be exercising incentive stock options this year in China (his employer is based in China). They will be withholding 45% in taxes on the gains. Will we be able to claim a foreign tax credit to offset our US tax obligations?

June 4th, 2023

Can I get a transcript of my 2020 tax report?

November 6th, 2024