I retired on December 10, 2020, for medical reasons when I was 56 years old. I understand there is a 10% penalty that can be exempted for medical reasons. I was told the tax people add this form. I am wondering what type of information I need to verify this. I was originally told this would be on a 1099 form from my Vanguard 401K plan, but they said the tax preparer did this. Please let me know if this is right and what information I need to substantiate my medical reasons.
November 13th, 2023
If I have mailed in the SS8 Form to the IRS and am waiting for results, but I qualify to be a 1099 employer, can I switch all of my employees over to 1099? Do I have to wait for the results of the SS8 form? All of my employees function as independent contractors and it would save me a great deal of money to switch over to 1099.
August 9th, 2023
I need taxes taken out of my Social Security payments. What is the correct form to complete, and how do I submit it?
February 22nd, 2023
If my business is located in Texas, my customer is also located in Texas, and I am purchasing products in California, do I charge sales tax to my customer?
September 27th, 2024
My daughter received her refund last week, but mine still hasn't come. We filed on the same day. Why hasn't my refund arrived?
January 27th, 2023
I need a transcript of my 2021 tax return. I am 72 years old, located in Fairport NY, and do not have any dependents. My income sources for the year included approximately $22,000 from work, $25,000 from social security, and $115,000 from an IRA I was gifted. What are the steps to obtain my tax transcript?
March 31st, 2023