I filed my taxes and never received my expected refund on April 12th, 2021. I am located in Philadelphia, PA, I am 30 years old with no dependents, and I made roughly $19,000 this year. What should I do to track my refund and what steps should I take if it is still not received after a certain period?

September 21st, 2024

I need to take an early withdrawal from my 403b from my previous employer and plan to deposit a portion of it into my current employer's retirement plan within days of withdrawal. Do I still have to pay taxes and an additional penalty tax?

June 24th, 2024

Last year, my friend received a $500 other dependent tax credit. This year, he is 20 years old and still a full dependent. He made about $29,000 in 2019 and $6,000 in 2020. He is single and located in Illinois. What filing status should he use, and is there anything else the accountant should know before I connect him?

October 15th, 2023

I need help with a 1040X filing. I inadvertently filed my 2020 1040 with my 19-year-old son as a dependent and sent in a 1040X to remove him. What should my son do with his taxes until my form gets processed, and what should I do if my 1040X is rejected for the AGI from 2019?

August 2nd, 2023

I am trying to finish my state tax returns as I have worked in two states. I am filling out the form for the credit as I was taxed on both states. What value do I enter for the question 'Enter the portion of Alabama adjusted gross income attributable to Louisiana?'

August 16th, 2024