If we are filing separate returns and the stimulus payment was paid to my account based on a joint return, what should be reported on each return? The IRS letter is in both of our names and has the total amount.

July 15th, 2024

I need to know my AGI from last year in order to file this year's taxes. I filed online last year with TurboTax but have no access to my IRS account due to issues with ID.me. I was told my taxes were filed, but then I needed my AGI to process the filing, which I don't have. What can I do to obtain my AGI and proceed with filing my taxes?

March 11th, 2024

My husband and I own an LLC in Washington, a community property state. We recently reinstated our LLC after a break. We found out that the IRS has us classified as a C Corp due to a Form 8832 on file, which we can't afford due to double taxation. What are our options to avoid double taxation while keeping our current EIN? Can we change our election to a disregarded entity or should we consider an S Corp?

January 26th, 2023

We have not received the 2021 stimulus checks even though Rich received a letter indicating he had been paid. Our taxes were done by Michael Olff, of Gateway Financial, in Walnut Creek. How can we resolve this issue?

January 11th, 2024

In a 1040X, how is a capital loss reported and how does it affect adjusted gross income and tax liability? Specifically, if I had a massive capital loss (e.g., 30K), how would I report it and what are the implications for my tax return?

July 3rd, 2024