I need to change the direct deposit date and bank location for my social security benefits. My husband passed away last year, and I want to change the deposit from the last Wednesday of the month to the second or third Wednesday of the month.

June 6th, 2024

I filed an extension for last year's tax because I could not find how much stimulus money I had received. Would you have a copy of that?

January 13th, 2023

I am due a tax refund and have not received it. I have two addresses and the check was probably sent to my Sarasota address. I called and spoke to someone about the wrong address about two months ago, and they changed the address and said I would get a check within 4-6 weeks. That has not happened. I need to speak to a person because this is not a usual situation. Can you give me a number for a real person?

December 19th, 2024

I have a question about 401k loan taxes. I am located in Atlanta, GA, 45 years old, married and file jointly, with an annual income of $200,000. My total taxable assets are $35,337.91, and my 401k loan balance is $21,363.08, making the total taxable amount $56,700.99. If I take a total cash payout now, what are the estimated taxes I'll owe, both federal and state (Georgia)?

August 21st, 2023

My husband and I owned an S-corp and each received 50/50 of the net income on our K1s. How do I compute the basis for each of us, especially since we did not purchase shares of stock and only received distributions?

December 22nd, 2024