I received a 1099 for a legal settlement. Do I really have to pay taxes on all of this?

February 5th, 2024

What should I do if I can't return funds withdrawn from Vanguard within the 60-day grace period due to a holiday and Vanguard's office being closed?

June 10th, 2023

I left some numbers off my bank account for direct deposit. Whom do I talk to?

October 24th, 2024

For 2022, I received special security income of $30,914 and pension income totaling $3,376. The state of Ohio held $24 in taxes from my pension, and the Feds held nothing from my SS. I am 68 years old, unmarried, and have no dependents. My total income was $34,290. Is my SS taxable? Do I need to file a federal return? Do I need to file a state return?

April 13th, 2023

I need to print my W-2 for the 2021/2022 fiscal year from Paylocity. I am concerned about Federal tax deductions and want to ensure that the correct amount is being withheld for future tax purposes. How can I verify the withholdings and ensure I don't owe taxes at the end of the year?

May 15th, 2024