My husband's father passed away, and we are inheriting his pension plan from his employer. We received tax forms such as a W-4P and a state tax withholding election on annuity payments. We are inexperienced in filling these forms out. Could you provide guidance on how to fill out these forms, considering our current tax situation and the inheritance details?

September 13th, 2023

Where do I report oil, gas, and geothermal gross income and deductions from pass-through entities shown on a K-1 for a partner?

July 24th, 2023

Do I need to file a 1041 with all zeros and submit a 1040 for 2018, or omit the 1041 for this year, given that I have a fiscal tax year from the date of death till September 30, 2019?

November 14th, 2023

I completed my tax return a few days ago, had the taxes owed figure and everything. I went online today to efile my returns, (I had paid in advance), and had half my return disappear, and I'm spending a lot of time filling it out again. Is there a way of retrieving my original completed return?

August 14th, 2023

How should investment land with associated mortgage interest, taxes, and maintenance be reported on tax forms if it is held for investment purposes and does not currently generate income, considering the limitations on state and local taxes (SALT) and the instructions for Schedule A?

September 26th, 2024