I forgot my wife's IRS PIN and she did not work in 2022. Can I put a '0' for her AGI on this year's return? Additionally, how can I obtain her IRS PIN if calling the provided number is not effective?

April 26th, 2023

I formed an S Corp using Legal Zoom and did not submit the SS-4 form within the 2-month time period. I live in CA Los Angeles county. What are the next steps I need to do for my S-Corp?

September 14th, 2024

I work remotely for a company based in Nebraska, but I physically work in Arizona and have never been to Nebraska. Nebraska withheld taxes on my W2, and now I'm being told I need to file taxes for both states and may end up paying more. Should I be double taxed on my income, and what steps should I take to resolve this issue?

August 5th, 2024

I have a taxpayer who took $50,000 out of an IRA for home improvements, including a roof, siding, and garage remodel. I'm trying to understand if there's a way to avoid penalties or taxes on this withdrawal, as I've only seen information about a $10,000 penalty-free withdrawal for building or rebuilding a home. Is there a loophole I'm missing?

May 13th, 2023

I have a question about distribution at age 73. We receive retirement funds directly to our bank in checking. I contributed to my retirement plan for 30 years. What is RMD (Required Minimum Distribution), and did we need to take it last year?

November 7th, 2024