I changed jobs in 2020 and contributed $19,500 towards my 403(b) plan and $6,000 towards my 401(k) plan in my old job. It seems I exceeded the $19,500 threshold for 2020. How can I file my tax return and correct the excess contributions?

October 3rd, 2024

I am an expat with a rental property in Ohio. I owed $4 federal tax for $47 income. Do I need to file for Ohio state tax? I am 64 years old with two dependent children, but their green card is under processing. My typical filing status is foreign income.

August 3rd, 2024

My IRS refund was reduced from $9600 to $5600. I used TurboTax Premium and purchased audit insurance. The refund has been deposited, but the written notice promised for June 8 has not been received. My wife passed away on September 30, and the long-term care deduction was $32,000. The multiple explanations for the reduction on the 'Where's My Refund' email do not make sense to me. I am 94 years old and have difficulty typing. What should I do next, and when can I talk to a person?

April 25th, 2024

We filed our taxes in early March and are unsure why our tax refund is being held up. We are seniors with no dependents, located in Porterville, California, and made approximately $102,197 this year. What could be causing the delay?

August 6th, 2023

How can I get an award letter for income verification to refinance my home, as I've tried calling and have not received a response?

October 31st, 2023