asked
Where is my tax refund? I am currently located in Montgomery, PA, 65 years old, single, and not sure about my income this year. Is there anything else the Accountant should know before connecting?
October 23rd, 2024
I need to obtain a W2 from AmSouth and a 1099 from Regions Bank. My husband has retirement benefits from AmSouth, which was bought by Regions Bank. I have been unable to find the correct phone number to contact AmSouth directly. What steps should I take to get these documents?
April 9th, 2023
I need help filling out my W4 and IT-2104 forms for my new job. Specifically, I want to know if I can withhold taxes as single and then file my tax return as married filing jointly. Additionally, I need guidance on how to determine the best tax payment strategy given my income and my wife's income, who is a full-time student and part-time worker.
December 30th, 2023
I have not received my 2019 tax return and cannot find it in the system. I filed on July 10, 2020, and have been unable to contact anyone at the IRS. What should I do to track my return and resolve this issue?
May 3rd, 2024
I was fined $131 for not filing quarterly payments in 2021. How do I avoid this fine for 2022, and how do I know if I need to file quarterly or not?
January 2nd, 2024
If I transfer some money from my 401K to a Roth IRA and it is pre-tax, how would I end up paying the taxes on it?
February 12th, 2023