asked
I’m starting my first job out of college and need help with my 401(k) plan. I’m 24 and my employer matches 3% of my contributions. I’m unsure about pre-tax vs. Roth contributions, how much to contribute, and how to distribute the funds among the investment options. What should I do to maximize my savings in the long term?
November 23rd, 2023
I forgot my PIN for my bank account. I was sent a new card but need to set a PIN. How can I retrieve or set my PIN, and what additional information do I need to provide?
June 21st, 2024
I just received a CP2000 from the IRS for tax year 2018. How can I be assured this is a legitimate request, especially given my recent experience with scams?
February 1st, 2024
I am a Canadian citizen who lived in Canada for 4 years and then moved to America for a job 2 years ago. I am now looking to sell my Canadian house, which was my primary residence. Do I have to pay capital gains tax on the sale of the house even though it was my primary residence but now I live in America (I don't own property in America, I am just renting)?
March 22nd, 2023
I have a client who, along with two siblings, sold a family home they were all on the deed for. Can they split the sale proceeds three ways on their tax return for the purpose of capital gain? If so, what is the limit for all three to claim? Additionally, how can I help determine the cost basis of the home if my client does not have receipts for major home improvements and is unsure of the original cost of the home?
September 12th, 2024
I mailed my 2017 tax return to the IRS in April and again in September 2020. I am a 62-year-old single filer with a gross income of $9,565 in 2017. I would like to know the status of my 2017 tax refund.
November 26th, 2023