asked
I received my tax refund, but it was less than what I am supposed to receive. I have not received any explanation for this discrepancy. Can you help me understand why this happened and what I should do?
April 13th, 2023
I have been unable to enter my information on the Form 8949. Which form do you need to retrieve? Is there anything else the Accountant should know before I connect you?
November 3rd, 2023
How can I find out about receiving my 3rd stimulus check? I check the IRS site daily and it says I am eligible but I still haven't received a payment. I am 51 years old, single, and made $87,000 this year. What else can I do to track my payment?
January 1st, 2024
I received a request from my state's unemployment agency to provide proof of self-employment again. I originally sent in a 1040 for 2019, but now they are asking for proof from 2019 up to the claim date of 04/02/2020, which would include the 2020 tax form. Their form says acceptable forms include providing the EIN. What exactly am I supposed to send?
May 8th, 2024
If I sell a vacation home (second home) and make a profit, what are the tax consequences? I live in California and the second house is in Florida.
April 16th, 2023
I had a good experience with Rick and have a follow-up tax question. I don't have a cancelled check from tdAmeritrade for a wire transfer. What documentation will they provide, and who should I speak with for help?
March 8th, 2023