I receive 207a retirement benefits from New York, which are tax-free at the state and federal levels due to disability retirement. My employer is required to pay a quarter of my salary, including raises, but they withhold all taxes. When I was on workers' compensation, I got these taxes back when I filed. Can this be done for my current situation, and if so, how?

June 8th, 2024

I wanted to print a copy of my 2008 W2 form from my previous job so I can file my taxes, but I haven't received it in the mail yet.

January 29th, 2023

My ex-husband died in 2008. I was named the executor of the estate much later. He was due a refund for 2008 federal income tax. Can I still file for the refund for the tax year 2008?

March 21st, 2023

I had someone work for me in 2013 and paid them around $60,000. I have copies of checks written to this person, but I haven't sent them a 1099 yet. Is it too late? I live in Arizona. This person was hired to be a live-in helper and was not part of a business. What are the tax implications and penalties for both me and the person I paid?

July 19th, 2023

I am a minister with 2 kids, an income of 22,000, and a housing allowance of 27,450. I am exempt from SE tax, but I do not know if I qualify for the Earned Income Credit because some publications say to include housing, and others say to omit it. Any suggestions?

September 18th, 2023