asked
I rolled over my 401(a) to a 457 deferred compensation plan. I received a 1099 from the 401(a) company but no tax document from the 457 plan. I'm worried about being taxed on the money I took out of the 401(a) even though I reinvested it into another tax-sheltered plan. How do I determine if it was a qualifying direct or indirect rollover, and how do I ensure I'm not taxed on this transaction?
August 25th, 2023
What is my NAICS code, and how can I find it for my situation in North Carolina, with dependents and an income of less than $5,000?
February 8th, 2023
Can I reduce my labor law suit settlement taxes by issuing a 1099 to my son, who had no income, for work he did for me throughout the year? I received a $380k settlement, $200k for labor laws and $180k for wrongful termination. Are there any tax deductions or losses I can take from this settlement?
January 24th, 2024
Why did I not get the $600 stimulus? I received the first $1200 stimulus but only got $27.45 for the second stimulus (EIP2).
April 27th, 2024
On form 4506-T for filing back taxes for a deceased person, should I put 1040 on #6? Also, can I check boxes a, b, c, 7, and 8? Additionally, how can I ensure that the form is sent to my address in Florida instead of the deceased person's address in Los Angeles, given that her mail is being forwarded to me?
October 19th, 2024
I need to know if I fill out my income tax return, will anyone take my money or my refund? Also, what about student loans?
March 4th, 2023