My company was sold and I had a loan on my Roth 401k of about $6900. The new management team for the company that purchased our company would not take on the loan. I was 56 when the sell happened. I received a 1099 for the loan amount. I had read that if you were over 55 and your company is sold, I would not be penalized since I am over 55. When I do my taxes, it has me owing money. Is that correct?
March 20th, 2024
I changed my bank account and need to check if my stimulus payment is going to the correct bank account. I filed head of household with an income of $20,800 and have a minor dependent. The IRS website shows a different account number than the one I filed with. What should I do?
March 22nd, 2023
I didn't receive the second $600 stimulus check, but my mom did. Now, the $1,400 stimulus is coming out, and both my mom and I should be getting it. I'm on Social Security and don't file for income taxes. Will I be getting the $1,400 stimulus check?
November 14th, 2023
My W-2 was accidentally thrown away (or burned) and I need to request a duplicate. How can I do this?
May 3rd, 2023
Do you have access to the dates of when direct deposits are for tax refunds and stimulus checks, particularly for the 2020 tax year?
February 25th, 2024
I already filed my taxes and received my federal refund, but I paid taxes on my 2020 unemployment income. The Covid Relief bill forgives the first $10,200 worth of unemployment income from taxes. How do I get that money back?
July 18th, 2024