How can I figure out what percentage of my withdrawal should be for Required Minimum Distribution (RMD) if it did not show on my 1099-R, and I took out $120,000 last year?

December 9th, 2024

If I buy a condo with cash and add my daughter's name to the title, who will live there as her primary residence, can I claim all the taxes on my income tax? Also, can we still claim the New York State STAR school tax refund since she is living there and it is her primary residence, even though I am paying the taxes and don't live there?

July 9th, 2023

My husband died suddenly and had filed for an extension on our 2018 taxes. I cannot find the incomplete return. What should I do?

October 6th, 2023

My partner was out of work for a while and I had to withdraw from my 401k, incurring a 10% penalty and additional federal taxes. I am in a civil union and my partner has filed her taxes already. She is covered under my health insurance at work. Would I claim her as a dependent, and what goes into being exempt from the extra 10% penalty?

August 12th, 2023

If I retire and begin to draw Social Security halfway through the year, does the income I've earned up to that point count towards the $14,500 limit before losing some of the Social Security benefit?

May 23rd, 2024