I am 78.5 years old and need to change the direct deposit information for my Social Security payments from my old OnPoint Credit Union account to a new checking account. Can this be done online, and what are the steps to do so?

March 4th, 2023

I need help with a bookkeeping issue in QuickBooks installed on my computer. My cash balance sheet shows a negative accounts receivable. What could be causing this and how can I fix it?

September 17th, 2023

Partnership (parent company) is filing a 1065 form and needs to include income/loss from an LLC (which the partnership owns 100%) on the 1065 form. What other form, if any, should be filed to inform the IRS that the LLC's income/loss return will be included in form 1065?

January 11th, 2024

Do I need to have tax withheld on each IRA withdrawal, and will I be fined by the IRS for not doing so in 2017?

March 18th, 2024

We filed MFJ for federal in 2017 but MFS for states due to living in different states. I received a large refund from my non-resident state (VA) because my employer shouldn't have withheld there, while my husband had to pay 10K with his VA return. We itemized. Do I need to claim my entire refund as income, or do I net it with the amount my spouse paid on his VA return? We will file jointly for federal this year and separate for states again this year.

December 14th, 2023