My social security check is generally deposited in my account by the 15th or 16th, but it has not shown up this time. What can I do?

May 13th, 2024

Lane Couple married in 2022. Spouse has a current Installment Agreement for prior years. They are questioning whether it is better for them to file Married Filing Jointly (MFJ) or Married Filing Separately (MFS). If they file MFJ, the total paid out is about $307 less than two MFS. But the question is: if they file MFJ and submit the payment, will the payment be applied to the spouse's outstanding balance or only to the amount owed for 2022?

December 21st, 2023

I’m missing my Social Security card. What is the easiest way to get a replacement, and is there anything else the Social Security Expert should know before I proceed?

May 2nd, 2024

I have a Roth IRA that is invested in a Delaware LLC created for IRA fund investment. My $300 franchise tax is due. Can I pay the franchise tax with my personal funds, or should I pay it with funds owned by the LLC? I am listed as the registered agent and named as a manager in the operating agreement.

January 26th, 2023

I pay my ex-wife spousal support in the form of a base amount paid monthly and an annual true-up based on actual earnings after review of our tax returns by a court-appointed accounting firm. After receiving the outcome of their analysis, I sent her a personal check for a sizable amount of money via certified mail, which she received in October 2022. She has refused to deposit the check because she doesn’t agree with the court-appointed expert and wants more. I informed her that I will be including this amount on my 2022 tax return and taking the deduction. She claims that since she did not cash it yet, that I can’t claim it as a deduction and she will not be claiming it as taxable income. If I have proof of delivery dating back to October 2022 and her refusal to cash the check, how will the IRS look at this?

June 14th, 2024