I have received a 1099-R for disability and it is coded as 3 disability distribution. Box 2 lists 0 for the taxable amount. How do I report this correctly that none of the income is taxable?

September 26th, 2024

My husband is 76 years old and was told he doesn't have to pay income tax due to his age. We live in Florida, have no dependents, and own a house and annuities. I have multiple sclerosis and have significant medical expenses like creams and diapers. Can we file our taxes separately, and are these expenses deductible?

November 19th, 2023

On February 13th, my wife and I filed our taxes and mistakenly reported that we had not received our second stimulus check, which we actually received in January. As a result, our federal refund was increased by $1200. How can we correct this error and receive the correct refund amount of $556 instead of $1756?

January 30th, 2023

I received the first stimulus payment on a credit card. I am 71 years old and don't remember how much it was for. I am unsure if I received the second stimulus check for $600.00 and have not received anything by mail. I am a widow and want to ensure I pay everything I owe. What steps can I take to verify my stimulus payments and ensure I am up to date with my financial obligations?

October 24th, 2023

I cannot access my tax information from last year in order to file for this year. I am located in NJ, 33 years old, single, and unsure of my typical filing status or what I made this year. How can I retrieve my Adjusted Gross Income (AGI) from last year's tax return?

February 5th, 2024