I had to file an amendment (1099-DIV came late) and couldn’t file that electronically, so I must mail it in. I imported my 1099-R and the 1099-DIV from ***** ***** into TurboTax. Do I need to mail hard copies of those forms with my amended return?

August 28th, 2023

My husband retired from construction in 2018. He will be 59.5 years old when he receives a lump sum from his seventh retirement check. We need to know if he has to put this lump sum into an IRA and what the taxable percentage will be, as we live in Illinois.

December 15th, 2024

I am thinking about selling my property in Mexico, which has no structure on it. What would my tax liability be both in the U.S. and Mexico?

May 9th, 2024

My NY extension (IT-370-PF) request for a calendar year partnership received a "conversion failure" from my software provider which was not detected until after the deadline. Do I have any recourse under the "reasonable cause" standard?

January 28th, 2023

I am filling out an insolvency worksheet and need help understanding how to answer two questions: 'interest in a pension plan' and 'cash value of life insurance'. My pension is city-paid and I receive the same amount regardless. For the life insurance, if I cancel it, I get nothing back.

March 17th, 2024