I am filing my taxes and it says I need the payment date for the California information worksheet to have my money deposited. What would that be or how do I find it? Additionally, my refund was supposed to be $1,130 but it went to $341, and now it says California tax due and that my federal and California e-file were rejected. Why would I owe California tax, and should I have someone help me file them to see if I could receive more?

February 3rd, 2024

What form should I have received from my IRA to find the distribution amount I should have received, and where do I enter the amount paid to the CA state tax on my 2022 1040 for this year?

July 3rd, 2024

I need to file late tax returns for 7-8 years and want to abate penalties and interest. I had a Corporation (Form 1120-S) and an LLC Partnership that incurred significant losses. How do I handle the abatement request and the Net Operating Losses (NOLs) from these closed businesses?

August 2nd, 2023

I entered into a lease agreement for an over 55s village in 2009 and was advised to take a certain option that resulted in no capital gain. Can I change this option?

May 1st, 2024

Tax documents for my IRA account will not be available until May 31. I am currently located in Hilton Head, South Carolina, and I am 85 years old with no dependents. My typical filing status is married filing jointly, and my total gross income is approximately $180,000. Is there anything else the Accountant should know before I connect you?

March 27th, 2024