asked
My wife and I are 67 years old. If our AGI for 2023 is -23,000 on our draft 1040-SR that we have not filed yet, how much should/could we roll over from our 401k to a ROTH IRA for calendar year 2023 without causing adverse effects on the Social Security retirement earnings we collected for the first time in 2023?
September 16th, 2024
How can I retrieve my 2021 tax return information?
September 18th, 2024
I lost my 2022 W2 form tax paper and want to retrieve it. My employer said they are unable to assist me. I didn't do my taxes last year, and I want to do the 2022 and 2023 taxes together this year. How can I get a copy of my 2022 W2 form?
April 9th, 2023
I had to change our Social Security payments deposits at the bank due to a hacker. I need to notify Social Security of the change in account number for direct deposits. How can I update this information?
August 26th, 2023
I sold a property on a 1031 exchange that I owned for 13 years and bought another property for my business. I've owned it for 2 years in April, but we quick claimed it into my wife's name, which may trigger a Capital gains tax immediately. We want to sell it now and close the business. I'm going to quick claim deed it back now that my wife and I are going to separate. The first property was bought for $139,000 and sold for $1.2 million on a 1031 exchange. The second property is up for sale with two offers, and I'm going to carry the loan. How do I pay the capital gains tax if I finance it?
February 7th, 2024
I forgot to pay the second half of my 2023 property taxes and now face penalties totaling $409.34. I usually pay in full and this is the first time this has happened. Can I request to have the penalties waived?
January 11th, 2024