asked
I have been unable to enter my information on the Form 8949. Which form do you need to retrieve? Is there anything else the Accountant should know before I connect you?
November 3rd, 2023
How can I find out about receiving my 3rd stimulus check? I check the IRS site daily and it says I am eligible but I still haven't received a payment. I am 51 years old, single, and made $87,000 this year. What else can I do to track my payment?
January 1st, 2024
I received a request from my state's unemployment agency to provide proof of self-employment again. I originally sent in a 1040 for 2019, but now they are asking for proof from 2019 up to the claim date of 04/02/2020, which would include the 2020 tax form. Their form says acceptable forms include providing the EIN. What exactly am I supposed to send?
May 8th, 2024
If I sell a vacation home (second home) and make a profit, what are the tax consequences? I live in California and the second house is in Florida.
April 16th, 2023
I had a good experience with Rick and have a follow-up tax question. I don't have a cancelled check from tdAmeritrade for a wire transfer. What documentation will they provide, and who should I speak with for help?
March 8th, 2023
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