asked
I immigrated to the US on 2/26/2022, resided in Jersey but worked in NYC till 5/31, then worked in MA until 12/31. I filed a 1040 based on advice from CPAs and acquaintances. However, I feel I need to file a dual status return. Is that correct? If so, do I need to file a 1040X along with the dual status return? If I amend my return after receiving a refund and end up owing money, how does that work? Could filing the wrong form lead to jail time? Should I amend my return or leave it as is, given that all other information in my returns is accurate?
August 16th, 2023
How can I pay for an extension? I am in Milwaukee, 76 years old, with one grown dependent. I tried to do TurboTax but it came back saying I need to pay $300.
February 10th, 2023
How can I obtain my Adjusted Gross Income (AGI) from my 2021 tax return to complete my 2022 tax return?
April 29th, 2024
I won $2100.00 at a video lottery game. How can I pay taxes on it?
November 25th, 2023
I need assistance completing our 2022 joint tax return, which I filed an extension for. I exercised, sold, and held ISOs, and need to figure AMT. My spouse and I are both retired and drawing Social Security. I am concerned about taxable Social Security, gain on sale, and sizable tax liability for 2022. I have an accounting background and have filed our taxes for years, but I believe the short-term gain and AMT will result in a significant tax liability. We have a financial advisor, but she is not a tax specialist.
December 28th, 2024
I filed my taxes on 2/6/23 and haven't received my tax refund. I used H&R Block to file and do not have an online account. What is the status of my tax refund and how can I check it?
September 17th, 2023