I need my total taxable Social Security Income for 2022. I never received a statement from the IRS and need it to file my taxes. I am retired, born in 1934, and my monthly direct deposit amount is $2,827. My income primarily derives from tax-exempt Federal and NY State bonds.

April 17th, 2023

Can you help me receive my 2021 tax refund? My tax preparer entered someone else's social security number onto my tax info, causing a hold on my refund after waiting for about a year.

October 11th, 2024

As a Realtor with a management company in an LLC, should I put real estate income and expenses under a DBA within the existing LLC, or form a new LLC specifically for real estate income and expenses? Currently, real estate income is going into my personal bank account, and I am behind on credit card payments totaling $29,000. What are the implications of these choices for liability protection, accounting, and personal debt management?

October 23rd, 2023

I received a check for $18.00 with a memo saying PHPITCHK followed by a long number. The check is from the Commonwealth of PA, drawn on Wells Fargo Bank. My friend, who is in the military, asked me to check into this because she filed her PA 40 taxes for last year. I need to know if this check is related to her PA40 return when I have her return amended. Is this check for a 2021 state tax refund or interest on it, and are current military personnel exempt from PA state tax?

July 27th, 2023

How do I properly fill out tax forms 6252 and 4797 for installment sale income from a residential rental property, specifically regarding lines 25 and 26 on Form 6252 and line 26 on Form 4797?

August 27th, 2023