I have contributed to a 401k for 3 years and 19 weeks, with a total contribution of $18,634.20 from 2020-2022 and $1,911.20 so far in 2023. I would like to start withdrawing $500.00 per month. What are the steps to request a distribution from my 401k, and will there be any penalties?

February 4th, 2024

I received a letter 5071C from the IRS and followed the directions, but the notice came back saying something went wrong and to try later. This is the first time I've received such a notice. What should I do next?

September 13th, 2023

Where is my tax refund? I filed my taxes online on April 10 with Ron at Mark Hicken taxes in Roosevelt, Utah.

May 7th, 2023

I need to pay my federal tax online, but the screen went blank and I don't know if the payment went through. I have been trying to pay this for 5 days now and haven't received an answer yet. Additionally, I just discovered that my debit card has been hacked. How can I confirm if my payment went through and what are my options for making the payment securely?

February 23rd, 2024

I am unemployed and forgot to stop my Roth IRA contribution. I understand I can't contribute to a Roth IRA without earned income. What will be the consequence if I've already contributed $2,000? How do I back out my contribution? Is there a penalty? What's the next step to take?

July 4th, 2024