I need copies of my 2018 and 2019 W2 forms. I am located in Amarillo, TX, I am 69 years old with no dependents, and my typical filing status is single. I can't remember my income for those years. How can I obtain these W2 forms?

December 8th, 2023

Can I use capital gains from selling stocks to write off unrelated business expenses such as attorney's fees and office improvements, if my only source of income is from these capital gains?

April 3rd, 2023

The living trust of a deceased family member has two beneficiaries. The beneficiaries will share equally when the trust's assets are distributed. The trust document is silent as to dividing income. With the agreement of the beneficiaries, can all the trust's income be assigned to one beneficiary and reported on his K-1?

July 19th, 2024

How can I calculate how much I may expect to owe in taxes if I withdraw from my 401k under the CARES Act, considering I've held two different jobs this year and want to avoid being bumped into the next tax bracket?

January 30th, 2023

I am a 75-year-old retired engineer who made monthly RMD withdrawals totaling $80,000 from January through August 2020. I then learned about the waiver of RMD requirements for 2020 due to Covid and returned the $80,000 to my IRA account on August 18. My questions are: 1) As of now, do I have zero taxable IRA withdrawals? and 2) If I withdraw $100,000 before December 31, is that the only taxable IRA withdrawal?

September 6th, 2024