asked
I need to withdraw my money from my rollover IRA. Is this going to be added to next year's tax year 2023 Income taxes? I am using the funds to have an addition put on my daughter's home so I can move in with her. I am 71 years old and have handed capped and can't live alone. The IRA was my husband's, and I rolled it over when he passed on 10/30/2014.
April 8th, 2023
I believe our Social Security end-of-year statement was stolen from our mailbox. We need it for our 2022 IRS form. How can we obtain a replacement?
September 14th, 2023
I created an online account but am unable to view and print the W2 forms or 1099s needed for filing my income tax. I am 76 years old, retired in 2008, and have not worked since. I have Morgan Stanley and Fidelity accounts. What should I do to obtain these documents for reporting my SSI income on my tax return?
July 12th, 2023
I have a 1099-S for a utility easement with Xcel Energy. As it's with a utility company, is there anything I have to file with my 2022 tax return? It is a permanent easement.
June 20th, 2023
How can I update my phone number to receive the code needed for identity verification with the IRS, especially after being a victim of identity theft?
February 11th, 2024
I filed my taxes for last year and I was deployed to Eastern Europe from June 2022 to October 2022. I currently owe $2,319 in federal taxes and I don’t know why I owe that much. I am 22 years old, single, and made $28,532. I wasn’t self-employed at all during 2022. What could be the reasons for this tax bill and what steps can I take to understand it better?
May 11th, 2023