I haven’t received my $600 social security stimulus check yet. I haven’t filed taxes since 2018 and I’m strictly on social security. I moved in 2019 and my first stimulus check was sent to my daughter's address based on my 2018 taxes. I changed banks but social security has my correct bank info. How can I receive my stimulus check and what steps should I take?

January 13th, 2023

I took out my RMD at Fidelity in March 2020 for $22,725 and paid it back in April. My federal and state taxes were already taken, and I would not get them back until 2021. I converted to a Roth for the same amount, and the tax withheld would be the same. Fidelity's 1099 shows $45,450 on line 1 and taxable $45,450 on line 2. How should I report this on my tax return?

July 19th, 2024

I live and work in Missouri remotely for a company in California as a W2 employee. They are only withholding California state taxes from my paycheck. Shouldn't they be taking Missouri taxes instead?

August 4th, 2023

What do you recommend to prevent property tax reassessment due to CA Proposition 19? My primary residence is currently in a revocable trust, and some have suggested establishing an irrevocable trust or an LLC.

September 3rd, 2024

I want to purchase a new home and use my IRA account for the down payment. The total proceeds are $44,500. I am located in Gainesville, GA, and the new home will be in Summerfield, FL. My husband and I are 76 years old with no dependents. Our annual income is around $76,000, and my individual income is $8,400 per year. Would it be wise to file separately?

March 4th, 2023