asked
I'm 55 years old and have a 403b with NYLife through a public school. I'm still working at the school. I want to surrender my 403b and withdraw the money, but I'm told it's not possible without meeting certain requirements. Can I roll it over into an IRA for easier access, and what would be the tax implications?
November 21st, 2023
In the state of Arizona, how does it work with having a loan (debt) and divorce, especially when the loan is in my husband's name and I am not an American citizen? Additionally, how does home ownership and business ownership work in the context of a divorce, particularly if my name is not on the title or business ownership documents?
June 27th, 2023
I need to find out my security code for filing taxes. They can't file my taxes without a code that they say I should have gotten in the mail. I don't have access to the email associated with the account.
February 27th, 2023
How can I track the status of my tax refund sent to PayPal, and what should I do if my information doesn't match when using the IRS online tool?
February 24th, 2023
Our company is a 501c3 organization that sells token currency to users. The tokens cannot be sold unless from the owners' wallets, and a percentage of tokens are converted into USD and donated to specific charities at the end of the year. Users receive a receipt for the donated amount, which is divided by the amount of coins held. Can this model work for a USA-based company tax-wise?
August 26th, 2023
I received a letter stating I need to file for income tax for the year 2031, but I haven't worked in 3 years. What should I do to verify my identity with the IRS, especially if I received a 5071C letter?
April 15th, 2024