I cashed in on my IRA last year and had Merrill Lynch withhold enough to cover my withdrawal. I am currently 61 years old and think I was charged the 20% early withdrawal penalty. My tax guy says I owe over $4000. What are the implications of this withdrawal, and what additional information do I need to provide to determine the exact tax liability?

September 28th, 2024

I filed my taxes a month ago and haven't heard anything. I am 64 years old, located in New York, and my typical filing status is married filing jointly. My husband also works on the side and needs 2 credits to start getting his Social Security benefits. What is the status of my IRS refund?

October 18th, 2024

I filed my taxes last year and was accepted by TurboTax and the IRS, but it's been a while and I haven't received my refund yet. I can't access my account online because it asks for my refund amount, which I don't know. What should I do to track my refund and resolve this issue?

September 5th, 2023

I have a large check payment and need to pay it off in two smaller payments. What are the steps to accomplish this and what details should I provide?

June 27th, 2023

I owe taxes for 2022 and prepaid my owed amount, but accidentally selected 2023 as the year to apply the payment. Will they apply it to owed 2022 first? If not, how do I fix it?

August 2nd, 2023