An employee's 2019 paycheck stub includes the following line items: Under Earnings: RSU = 64K; Under Deductions: RSU Offset = 39k. Please confirm this is not an offset to income.

March 2nd, 2023

As an executor of an estate, do I need to file two separate 1040 forms – one for the estate and one for the deceased individual, especially when there are securities and oil leases involved?

June 12th, 2023

If I set up a separate entity for crypto trading and purchase new Bitcoin under that entity at the current price, would the cost basis for any sold Bitcoin be the price from my previous Bitcoin purchases, or would it be the current purchase price under the new entity?

April 24th, 2024

I need to make our June and September estimated payments, but I do not have the paperwork. We left the papers in AZ where we spend the winter, and we are now in MN for the summer. We are 84 and 78 years old, have no dependents at home, and file married joint. I do not remember what we made without some time to look up. How can I pay these estimated payments without the paperwork?

March 16th, 2023

My tax return was changed by the IRS, and now I do not get the child tax credit. Form 8812 is wrong. What can I do?

January 7th, 2023