I forgot my PIN and cannot file my tax return. I am located in Seattle, WA, 29 years old, with 0 dependents in 2018 and 1 dependent in 2019. My typical filing status is single, and I made around $900 this year. I haven't received my 2018 and 2019 refunds, and I forgot my PIN. What should I do?

May 29th, 2023

What happens if my checking account is closed when the IRS sends my tax refund?

October 13th, 2023

Both my husband and myself receive Social Security. We do not file income tax. It has been over 10 years since we have filed. In order to receive the $600 California stimulus check signed by Newsom in February 2021, do we have to file?

January 28th, 2024

I normally receive my social security on the 19th of each month, but I haven't received it yet. I am 66 years old, and my retirement age was 65. Is there anything else the Social Security Expert should know before I connect you? Rest assured that they'll be able to help you.

February 7th, 2024

I have some questions about my and my husband's taxable brokerage account. We invested in a total stock market index fund, as our research suggests this is the most tax-efficient type of investment there is. Is this true? What are other tax-efficient types of investments to put in a taxable account?

October 31st, 2024