I filed my taxes on January 29th, 2022 through TurboTax, and the IRS accepted it. However, I received a letter stating I had to verify my identity, which I did on April 18th. Now, I can't find any information about my taxes. What's going on and what should I do?

December 14th, 2024

My son received a 5071c letter regarding his 2020 tax year and we've had a hard time trying to sort this out. We received the notice on June 07, 2021, and it's the only notice we've received. The website provided is useless, and the phone number never answers. How can we verify his identity to receive his tax return?

October 6th, 2024

I am an attorney in South Carolina and need to obtain a statement for a 401(k) plan to prepare a Qualified Domestic Relations Order (QDRO). I have already spoken to a representative in the 401(k) department but could not obtain a phone number. How can I quickly obtain a monthly/yearly account statement from Merrill Lynch (ML) to satisfy their requirements for obtaining this document?

October 24th, 2024

If someone gifts another person approximately $30,000, does the person who is receiving the money have to pay taxes on it?

January 13th, 2023

I filed my taxes electronically on February 17, 2022, and have not received my refund. The IRS status keeps saying it's being processed. I am 59 years old, located in Louisiana, and filed as head of household with one dependent. What should I do to resolve this issue?

November 6th, 2024