How do I properly list a jointly owned home on a balance sheet for a senior client, where she owns half and the former husband's estate owns the other half, considering the full $500K balance due to joint and several liability?

June 27th, 2023

How do I get a copy of my Form 1444?

August 19th, 2023

As I was filing my taxes through TurboTax, I got to a section asking what I wanted to claim as an educational credit/deduction. I paid for my education in 2020 entirely with a withdrawal from a 529 plan and federal student loans. Can I claim any credit?

August 26th, 2024

I don’t know my 2019 AGI. Where are you currently located? How old are you? Do you have any dependents? What is your typical filing status? Do you know roughly what you made this year?

November 23rd, 2024

I am on social security disability and usually do not have to file taxes. This year, I did a debt relief to pay off my credit cards and received a cancellation of debt 1099-C for $1088.70. Will I have to file this on my taxes?

June 20th, 2023