My wife has an IRA with pretax funds from various employers. I'm moving it into her new job's plan (she has not worked in several years), it was still funded at the end of the year. I would like to make a backdoor Roth contribution. Can I use the 2020 tax year without co-mingling funds or do I have to pass on 2020 since I did not get the account rolled into her new employers plan before the end of the year?

July 23rd, 2023

I received two stimulus checks, one in 2020 and one in January 2021. I reported the amounts, but the system said we would not qualify for additional stimulus. Why is that, and are these stimulus payments taxable?

October 6th, 2024

I was an authorized user on a company credit card at my previous employer and unknowingly made personal charges totaling $6,500. I marked these charges as personal on my expense report and repaid the company. Can they withhold my W2 because of this, and do I need to file this when submitting my taxes this year? If the amount was paid back after December 31, 2020, could I face any legal implications, and is a company likely to pursue legal action after the repayment?

November 27th, 2023

I haven't received my 2019 W2 form, and my employer is not responding to my messages or phone calls. I retired late 2020, which has affected the amount I receive from SSI. My employer seems to have closed her business, and I'm having trouble contacting the IRS.

January 15th, 2024

Hi, I can't find my PIN. How can I request a new one for my 2020 tax return? I am located in Florida, 62 years old, married with two kids (twins), my niece, and my wife. My typical filing status is married, and I made approximately $135,000.00 this year. Just a new PIN is needed.

October 26th, 2023