I'm filling out Form 7004 and need to determine if my LLC qualifies as a partnership under Regulations section 1.6081-5. The LLC is formed in Delaware but conducts all business and keeps its books outside the US. Additionally, last year we received a penalty for late filing of Form 1065, which we filed despite having no income or expenses. What should I do to avoid penalties and correctly file this year?

August 20th, 2023

My daughter received an SSA-1099 for her social security survivor and disability benefits from her mother's death. I am the overseer on the account. Do I or does she need to pay taxes on that money? Box 5 is $132,126. I am a painting contractor, have my daughter as a dependent, and we live in California.

March 1st, 2024

Our employer contributed $600 to our HSA in 2023, but we later realized we were ineligible due to Medicaid. We corrected the contributions and withdrawals with correction forms. What are the tax implications and procedures for filing once we receive the refund, and what are the tax implications of the employer's donation? We haven't filed our taxes yet, so our portion shouldn't have an excise tax, but we're unsure of the employer's donation tax implications and how they might report it on the W-2. Do we need to get the employer to fix it, or is it their responsibility?

March 18th, 2024

I need a replacement SSA-1099 form. How can I obtain it?

October 1st, 2024

Need a duplicate copy of my wife's SSA-1099 for this year as she did not receive one. I am working on our taxes myself and have my own copy, but need hers.

February 15th, 2024