My mother received a letter saying she had a refund coming for the year 2020, but she passed away in January 2022. What should I do about this refund?

July 19th, 2023

Where is my Federal tax refund for 2021?

November 16th, 2023

I'm waiting for my tax refund to be mailed to me, but I believe it was sent to the wrong address. I need to know what to do to get my check as soon as possible.

August 30th, 2024

I need a copy of my 2022 tax return. This is an emergency. Which form do I need to retrieve?

June 30th, 2024

I have a large tax credit for 2022 and want to use it to move some of my IRA assets to a Roth IRA, taking advantage of the tax credit. How much can I move while balancing the federal income tax savings with the impact on NC income tax? My AGI for 2021 was $42,453, based on $21,797 (wages from deferred compensation plan), $926 in dividends, and $13,290 in taxable social security income (gross social security was $46,392). My filing status was Married filing jointly, and I paid a $202,500 entry fee to move into a qualified Continuous Care Retirement Community (CCRC), of which 48.7% qualifies for a one-time tax deduction of $98,617. I should receive an additional $11,397 in tax credit for the monthly fees, totaling $110,014 in tax credit.

January 9th, 2024