asked
My husband, a U.S. resident, is receiving dividend income from a trust account in Canada in the name of his deceased father. The trust is paying taxes to the Canadian government. How do we claim this income, and is there a form we should be receiving from the Canadian CPA handling the trust's taxes?
October 22nd, 2024
I need to file my taxes and I anticipate owing money, but I don't have the funds to pay. I am 64 years old, a widower, and made about $70,000 this year. What are my options for handling this situation?
November 18th, 2023
As a NJ resident, the Philadelphia City wage tax is applied as a credit which has been recognized in TurboTax in the past. However, this year, TurboTax does not seem to recognize the credit. What steps can be taken to resolve this issue?
August 23rd, 2024
I need to know if I need to file taxes. I am currently located in Corinth, TX, I am 76 years old, do not have any dependents, and have not filed taxes since 2017. My typical filing status is widow. My sources of income are Social Security, retirement, and widows benefit.
February 5th, 2023
I need help updating my W4. My wife and I are married filing jointly, have three full-time jobs between us, one dependent, and we want to target no taxes due and no refund. How should we adjust our W4 to achieve this goal?
September 18th, 2024
I am looking for a tax preparer. I am located in Harlingen, TX, and I will be turning 76 in April, with my husband being 72. We have no dependents. Our last taxes were prepared in IL, but we left Illinois in late 2021 and bought a home here in January 2022. What is your typical filing status, and do you know roughly what you made this year?
March 1st, 2023