asked
Partnership to S Corporation conversion: This company filed its 2019 tax return as a Partnership and filed an S-election in Jan 2020. The owners and their percentage of ownership will remain the same. Do I need to file a final 1065 for 2020?
July 18th, 2023
How can I get proof that I was receiving social security benefits from my deceased father for the purpose of transferring property ownership?
March 13th, 2024
If I’m claiming my mom as a dependent and we sold her home this year for $370k, can I still claim her? The initial value of the home was $220k, and the capital gain is $370k after the sale. Additionally, can I claim the expenses on my taxes for fixing the place, adding a bathroom, roof painting, and mortgage since I paid for everything?
July 1st, 2024
My SSDI direct deposit, which usually arrives between the 23rd and 25th of the month, has not arrived. I have been receiving benefits for about 15 years with no changes to my account or direct deposit method. Additionally, we were supposed to receive a third stimulus check but did not. What should I do?
September 4th, 2024
I need to withdraw my Roth IRA contributions for emergency cash purposes. I have been contributing the maximum amount each year for the past 23 years, but I only have tax records (Form 5498) to substantiate my contributions for the past 11 years. Can I withdraw contributions for which I do not have a Form 5498, if those years are beyond 11 years ago?
November 25th, 2023
I haven't filed my taxes yet because I don't have my W2 from Social Security. I am retired and calling is too expensive. Can I get my W2 from Social Security, and if so, how can I do it without incurring high costs?
May 8th, 2024