How can I get my Social Security tax (SSA) information for my wife and I? We usually receive it by mail by the end of January.

December 30th, 2024

I am getting divorced and want to know if I can withdraw money from my 401K through a QDRO (Qualified Domestic Relations Order) penalty-free. For example, if half of the 401K transfers to my spouse and we want to take out $50K to pay bills, is the $50K withdrawal penalty-free?

March 3rd, 2023

I need a copy of my 2017 taxes that I filed with the IRS. How do I get a copy?

November 10th, 2024

I am trying to complete Form 8962 for Premium Tax Credit and have a question about Part II Lines 12-23. If I only had marketplace insurance for 2 months in 2017, do I fill in '0' for the remaining lines in columns A & B? Also, do I complete the entire table's calculations using '0' values for the other 10 months, resulting in a credit for line 24? Additionally, how do I handle the calculations for columns E and F, and how should I complete Part IV allocations section, specifically lines 30 g, f, e, given that I had marketplace insurance in January and February and Medicare for the remainder of 2017, while being married filing jointly?

November 15th, 2024

A client under guardianship of the Montezuma County Department of Social Services in Cortez, Colorado, who is mentally and physically disabled, resides in a retirement home with 24/7 supervision. The client is on Colorado Medicaid and collects private retirement, including health insurance and prescription medications from the University of California via PERA. The conservator believes PERA has the right to withhold Federal and State Withholding in California, which affects the client's ability to make full monthly payments at the assisted living facility. The State of Colorado says the client should be exempt from paying taxes in California and Colorado, and that Colorado Medicaid should not have to cover the shortage. What can the conservator or guardian do?

February 2nd, 2024