How can I request account statements for specific dates (November 2023, December 2023, January 2024, February 2024) from my financial institution or online banking platform?

April 13th, 2023

We are retired and did not receive a W2 from Social Security. Our accountant needs this to file our tax return. What should we do?

August 12th, 2024

I was on a West Virginia tax payment plan and was 18 days late on my current taxes, resulting in a 10-day letter and a warrant of distress being issued. I paid my current taxes, but I'm concerned about the payment plan for past years' taxes. Can the West Virginia tax authorities reinstate the original payment plan despite the late payment and cancel the warrant of distress if I'm now in compliance with my current taxes?

May 30th, 2023

My elderly mother wants to sign over her house to me. She is worried about estate taxes when that time comes. I'm hesitant because I think I would still have to pay some tax for it. What are the tax implications of this transfer, and how does it differ if I inherit the house instead?

October 18th, 2023

I'm having trouble logging into my Social Security Income account. My username and password are not working. I'm an Illinois resident and my primary source of income is social security. How can I resolve this issue?

December 17th, 2024