asked
My mother died on Dec 1, 2021. She received her final Social Security payment (direct deposit) for November on Dec 3, 2021. The payment is included on her 2021 1099-SSA. Should the December payment be included on her 2021 1040 final return or should the 1040 be adjusted for the December payment as IRD and included on her estate 1041? If it is adjusted, where on the 1040 or supporting schedules is that adjustment made?
May 30th, 2024
What tax forms need to be filed for my deceased father's estate, given that his personal income tax return shows $0 owed, and a substitute 1099 was issued during the sale of the house that was willed to my sister and me?
April 11th, 2023
I work remotely from Pennsylvania for a company in California. I am doing my tax returns through TurboTax and it is telling me that I owe over $500 for state. I discovered that California state income tax was withheld from each paycheck rather than Pennsylvania. What do I need to do in this case?
November 8th, 2024
As an executor of an estate, do I need to file two separate 1040 forms – one for the estate and one for the deceased individual, especially when there are securities and oil leases involved?
June 12th, 2023
I have two 1095A forms, one covering the full year and the other covering the first three months. I changed plans after the first three months. How should I input this information into TurboTax, and do I need to fill out Schedule C if I took the standard deduction and have no self-employment or W2 income?
May 7th, 2024
How can I get a copy of a past year's tax return?
June 4th, 2024