I had a pre-tax traditional 401k at my previous employer (through Fidelity). I changed companies in 2022 and started a Roth 401k with Voya ADP at my new job. If I wanted to roll my old 401k into my new one, would I need to pay taxes on my old 401k now?

March 18th, 2024

My mom passed away in 2020. Her estate is due a refund, and I have received two letters from the IRS stating not to send additional information as her tax refund is being processed. The last letter was received in January of last year. How do I follow up on the status of this refund?

June 30th, 2024

Am I able to send a 1099 to someone who I lent money and won’t pay me back, as an individual, not as a business? Is there any way to send a 1099 to someone who owes you money plus interest?

February 8th, 2023

Is there a maximum amount that a taxpayer can pay on California state estimated tax installments, and if there is a penalty for not electronically paying estimated tax if it exceeds $20,000?

March 2nd, 2023

I have not paid the full amount owed on my AZ state property taxes for 5 years due to not reporting a change in my income. I was on disability for 3 years and then reached Social Security age at 65. I did not report this change in income. What steps should I take now?

February 15th, 2023