asked
What distribution codes could show on the 1099-Rs for Roth funds accidentally moved to a traditional IRA from a 401K? From the 401K folks, and also from the receiving IRA folks if I move or pull those funds out.
October 5th, 2024
Why am I not eligible for advance child tax credit when I claimed my 2-year-old daughter on my 2020 tax return?
April 16th, 2024
I reside in Costa Rica and filed my 2019 return in April 2020, including Form 2555 for exemption of foreign earned income. My sole income is from a Costa Rican teachers' pension plan, which is taxed by the Costa Rican government. The IRS is now notifying me that I must pay over $5000 by August 12th, but I believe I made a mistake on one of the forms. What should I do to correct this and avoid paying the amount due?
June 11th, 2024
Can I legally use an out-of-country bookkeeper in South Africa to perform bookkeeping tasks for my U.S. clients without obtaining specific authorization from the clients, given that the bookkeeper is not a tax preparer and I would use the Profit and Loss (P&L) statements for tax return preparation?
March 18th, 2024
I need to verify my identity for the IRS. I am located in Arizona, 51 years old, single, and did not work this year. What steps should I take to verify my identity, especially if I cannot remember the address I used 7 years ago?
January 12th, 2023
I mailed my 2020 tax return to the designated location a month before it was due and requested a direct deposit. I haven't received my tax refund yet and have been unable to contact the IRS. What should I do?
March 14th, 2024