I need help filing my tax returns. I am located in Newtown Square, aged 72, with no dependents, and made between $90,000 and $95,000 this year. I also have additional problems with my return.

June 15th, 2023

I need my Adjusted Gross Income (AGI) from last year without waiting for my mailed copy. I filed my taxes online using TurboTax, but I'm not sure if I have access to my IRS account or my TurboTax account. How can I retrieve my AGI quickly?

June 14th, 2023

How do I get the tax form for 2022? I have the 1095-B form but don't know what else I need for my 2022 tax return. I have been receiving social security for 25 years and have not worked in the last 10 years. I also receive a monthly retirement payment from Diamond International handled by Prudential.

March 28th, 2023

I am preparing a Partnership return where one partner sold his share effective June 1. My understanding is that his K-1 should show his gain/loss from 1/1/22 - 5/31/22. Is this correct, and if so, how do I show that on his K-1? Currently, everything is showing split between the two year-end partners.

September 2nd, 2024

I have lost my W2s from 2020 and 2021. I no longer work for the employer who issued them. How can I obtain copies of these W2s?

December 22nd, 2023