I took an early withdrawal of $4,000 from my IRA before I turned 59 1/2 and another $18,000 after I turned 59 1/2. I have W2 income of about $35,000 and I'm filing for an extension. I need to know if I owe taxes and penalties, and which extension option to select (June 15th or October 15th).

September 26th, 2023

I tried to apply online to set up a payment plan but couldn't. Is there a way I can call and set up a payment plan?

November 27th, 2023

I'm checking on my refund. I am located in Port Angeles, Washington, 76 years old, single, and my gross income is $47,857. What is my typical filing status, and is there anything else the Accountant should know before I connect?

April 1st, 2024

I was told by TurboTax that my returns were rejected with a code IND-181-01 Identity Protection PIN, and I need to correct it. However, every time I try to log in to make the correction, TurboTax keeps trying to get me to redo my taxes from the beginning instead of just adding the PIN. Why is this happening, and how can I add the PIN to my return without starting over?

December 14th, 2023

Can I have a tax refund, and how can I check its status if I can't log into my online account?

August 4th, 2024