How does the IRS determine if a person filing a 4868-NR (extension for non-resident aliens) is considered a non-resident if they have a US address and an ITIN number instead of an SSN? Additionally, if a person meets the substantial presence test (staying more than 183 days in the US), does this affect their residency status for tax purposes, and how does this impact the filing of the 4868 form?

November 6th, 2024

I need to file the past 2 years of taxes. Who do you recommend?

January 18th, 2024

I mistakenly received a $3155.00 tax refund and filed an amended tax return, paying $939.00. How do I return the $3155.00?

February 6th, 2024

I received IRS letter 5071c for identity verification. I tried contacting them at 8 AM but the line was busy. I managed to get as far as uploading pictures but couldn't complete the process. I don't have a cell phone and must use email or a landline. I tried all the options but couldn't submit my photos. My iPad won't work for this. What should I do?

January 30th, 2024

I have two 1099-Rs from the same company. One is for a distribution and is added as income, and the other is a consolidation of funds to another account, which is also considered income, not a distribution of funds. What should I do with these forms, and how should I report them on my tax return?

January 20th, 2024