I received 3 different survivor annuities upon my aunt’s death. What form do I list them on for my 1040? I cannot use the simplified method.

August 11th, 2024

We live in Arizona and got married on 11/27/2022. We had separate households before that time. In filing the 1095-B, it says we owe $6723 back for 'allotment' paid to my now husband. There is nowhere to state we only lived together for 33 days. Do we have any dependents? No, neither of us do. What were our incomes this year? Myself: $88,000, my husband: about $28,000. Is there anything else the Accountant should know before I connect you?

August 26th, 2024

I inherited stocks in early 2021 and sold them to buy a home. How do I claim capital gains on inherited stocks, and what do I use as the market value for tax purposes?

February 24th, 2024

I have a retirement distribution and need to know if I have to file a W-4R form now or pay next year. I am 73 years old and have contributed to my retirement plan for 13 years.

March 3rd, 2024

How can I obtain a proof of income letter from Social Security, given that I am having difficulties with both the automated phone system and online account setup due to my name being mispronounced and misspelled?

October 17th, 2024