My wife and I are legally married and file separately. She is about to start a new job and has to complete a W4 form. Can you please clarify what the difference is between putting a 0 or a 1 on the W4 form? We have no children.

August 26th, 2023

I need my pin for the IRS. It is an identity protection plan. I have not attempted to retrieve my PIN through the IRS website or by contacting the IRS directly. What are my options to get my IRS IP PIN?

July 1st, 2024

I have multiple business entities across BVI, Hong Kong, and Singapore. I need to confirm the correct FATCA/CRS classifications when filling out W8 forms for US tax purposes. The entities include a holding company, an active BVI investment entity, a dormant entity, and two manager entities in Hong Kong and Singapore.

March 8th, 2024

I finished my tax return using Turbo Tax, but it says the IRS hasn’t finalized one of my forms. I’m supposed to be getting a refund on a carryover from my solar panels/electric savings rebate. How can I identify which specific form is causing the issue and what should I do next?

August 5th, 2024

I won $100,000.00 in a lottery scratch-off and they withheld 30% ($30,000.00). I also played at the casino and received many W2s from the casino, with the casino's statement showing $69,000.00 in losses. How should I declare these gambling wins and losses to the IRS?

September 28th, 2023