How can I change the 2021 tax refund carryover on my 2023 tax return?

March 27th, 2024

I have sold a lot of stocks in 2022 due to market volatility. As I held these stocks for over 10-15 years, my capital gains bill will be sizable. Can I purchase municipal bonds to offset this tax liability, or please advise another solution?

April 25th, 2024

I need a copy of my 2021 and 2022 Social Security payments for my taxes. Which form do I need to retrieve, and how can I access this information?

March 10th, 2024

Is it better to sell income property held in an LLC to a nonprofit/charity and receive payments over time, or sell the asset and pay the additional taxes?

January 27th, 2023

I did my tax returns and requested a pay card for my refund. On the paperwork, it's showing a routing number and a bank account number. What is this, and how can I change the payment information if it's not my account?

May 27th, 2023