I received a refund check for $642 from my 2009 taxes, which is significantly higher than the $142 I was expecting. Why is there a difference, and what should I do?

January 17th, 2023

Can I file a loss on LINEQ, LINN Energy which filed bankruptcy? The 2016 1099 lists the losses and mentions a merger under the losses. I cannot initiate a loss on a sale as the stock was purchased over time through TD Ameritrade and is now listed as an escrow account after a Voluntary Exchange Offer. Additionally, the 2017 form 1099 does not mention this stock, but it was listed on the 2016 form. I have been using Turbo Tax and want to ensure I correctly offset some capital gains.

June 27th, 2024

I found unclaimed stocks from my deceased father on the Illinois unclaimed property site. What is my tax liability when I sell these stocks, and how does the basis for capital gains work in this situation?

August 3rd, 2023

I need a CPA review for a tax return involving 30 rental properties, including the sale of 5 properties in 2017, with tax due to PA and NJ. How do I arrange for this review and what are the associated costs?

September 14th, 2024

I need to obtain the EIN number for the Estate of Richard Tee, who died on July 21, 1993. The Estate exists, but I cannot locate the EIN. How can I find this number?

July 1st, 2023