When can my CPA file my amended tax return (Form 1040X) electronically, and how long does it take to get an amended refund electronically versus a paper file?

February 21st, 2023

I tried doing my taxes and it got rejected because you guys don't have my birthday right in your records. I am currently located at Fort Campbell, Kentucky, I am 20 years old, have no dependents, and made approximately $23,887.19 this year. What should I do?

August 29th, 2024

I’m looking to buy a property as part of a relationship settlement agreement which was purchased 4 years ago. Do I need to pay tax on this? If I sell it two years later, does it hit the bright line test? The property is in a trust and will remain in that trust with my ex-partner resigning as trustee. Depending on which date applies, how long would I need to hold onto the property until the bright line test no longer applies?

October 16th, 2023

I need our 2019 AGI. I am 69 years old, my husband is 74, and we do not have other dependents. We file married filing jointly, and I made $47,061 this year. My husband receives Social Security. Is there anything else the Accountant should know before I connect you?

September 18th, 2023

I live in California and my husband recently passed away. We had been separated since mid-2019. I found out we owe a large amount to the IRS. How should I file for 2020 taxes: married jointly or married separately?

March 18th, 2024