A person is filing a 2022 Federal tax return. He has a retirement income of $55,000 and a long-term capital gain of $436,000. Filing status is Head of the Household, with one dependent grandchild. What is his tax liability for both Federal and NY State taxes? Approximate amounts needed.

July 2nd, 2024

Do I need to do a paper tax form as I bought a scooter?

December 10th, 2024

I am unable to login to my financial software account and need to resolve an error on my return. I don't recall setting up security questions and need assistance in resetting my password.

July 5th, 2023

I need my Adjusted Gross Income (AGI) from my last year's taxes so I can file mine. I filed my taxes last year with an accountant and do not have access to my IRS account. What is the easiest way to find my AGI?

December 1st, 2023

I am filing my taxes and it says I need the payment date for the California information worksheet to have my money deposited. What would that be or how do I find it? Additionally, my refund was supposed to be $1,130 but it went to $341, and now it says California tax due and that my federal and California e-file were rejected. Why would I owe California tax, and should I have someone help me file them to see if I could receive more?

February 3rd, 2024