I filed taxes on 3/20/21 with H&R Block and was supposed to receive a $1393.00 refund. However, the IRS stated there were changes to the tax return that changed the refund amount to $797.58, which was deposited into a different bank (Metabank) with a different account number. I received $600.00 on 1/4/2021 in the correct account, but the $797.58 was deposited into Metabank without explanation. What could be the reason for this discrepancy and what steps should I take to resolve it?
June 5th, 2023
I received my SSB statement but haven't received my husband's yet. I need to download a copy of his SSA-1099 for our tax appointment. Is there a place I can go to download a copy?
April 8th, 2023
For form 990, what determines a related entity for the schedules and payroll reporting? With two separate nonprofit entities that share common management but have different boards, would that be considered related?
September 13th, 2023
I filed my tax returns online, but my 2020 transcript has an asterisk indicating the availability of a verification of non-filing letter. I have receipts showing that the IRS received my mailed returns. What does this mean, and what should I do?
February 8th, 2023
My adult daughter, who is permanently disabled and received $11,500 in Social Security benefits in 2021, also withdrew money from life insurance and investment accounts, resulting in 1099-R statements. She does not owe or is not due a refund. Do we need to report these withdrawals and does she need to file taxes?
March 9th, 2024
How do I file an application for the current stimulus check, given that I am a disabled senior with an income of $18k and live in Nevada with no dependents, and I did not file income taxes because my income was too low?
June 17th, 2023