I need assistance completing our 2022 joint tax return, which I filed an extension for. I exercised, sold, and held ISOs, and need to figure AMT. My spouse and I are both retired and drawing Social Security. I am concerned about taxable Social Security, gain on sale, and sizable tax liability for 2022. I have an accounting background and have filed our taxes for years, but I believe the short-term gain and AMT will result in a significant tax liability. We have a financial advisor, but she is not a tax specialist.

December 28th, 2024

I filed my taxes on 2/6/23 and haven't received my tax refund. I used H&R Block to file and do not have an online account. What is the status of my tax refund and how can I check it?

September 17th, 2023

I need to file for an extension due to my employer not providing my W2 until after the filing date, and I have serious concerns that it may be incorrect. Additionally, I believe my employer was withholding my taxes but not paying them to the government, and I don't have my last year's PIN number. How should I proceed with filing my taxes, and how can I obtain my last year's PIN number?

August 6th, 2024

I had my taxes done by Primerica and was told I should have received a P.I.N. but I did not. Could you provide me with my 6-digit identity PIN so they can finish their work and I can receive my refund?

April 24th, 2023

I need help with the IRS. I'm already on a payment plan, but a check I wrote didn't clear because my mother passed away. I'm concerned that this could default my payment plan and result in a levy on my social security. What should I do?

November 8th, 2023