asked
I need to find out if I need to claim my husband and my Roth IRA money on our state taxes. We took money out to put a down-payment for a new house. I don't know if I should put the amount of money in the question 'basis retirement income' or put 0. I claimed everything on the federal taxes. Not sure if I have to on the state taxes.
February 1st, 2023
I need to change the bank where my Social Security check is deposited, but I'm encountering numerous roadblocks online. How can I update my bank information, and what should I do if I'm unable to access my account online?
August 10th, 2023
I want to find out about my tax refund. A tax practitioner filed for me for 2022, but I haven't been able to access my account online. What should I do to check the status of my refund?
January 22nd, 2024
I need to get a pin to finish my taxes. I am located in Indiana, 56 years old, single, and made $73,000.00 this year. What is an IP PIN and how can I obtain one?
February 16th, 2023
I have a disabled adult child who receives SSI and I receive rental income that's far below fair market value. I'm trying to figure out how I can offset the income by his share of utility costs. Where are you currently located? How old are you? What is your typical filing status? Do you know roughly what you made this year?
August 7th, 2023
I have a client who filed a 1041 last year with rental income and expenses, resulting in an overall loss with no tax consequence. The client has since quit claim deeded the property to herself and her sister (50/50 beneficiaries). My question is, do I simply mark the box final since the property was not sold, or do I "dispose" of the property and show no gain?
January 19th, 2023