[Event] Ask the Experts: Understanding IRS Notices

Join us on Wednesday, May 14th any time between 9:00 am and 5:00 pm Pacific Time for our latest installment of our Ask the Experts event series. We’ll be here to answer questions about those pesky IRS notices and letters so you’ll know the next steps... read more

How to add education fees or 529 expense into city tax form?

I do not have W-4 forms for 2024 tax-year. Now how could I add education fees and 529 expense into NYC city-tax form? Which items could I make use of in the city-tax forms? Thanks.

Amending a tax return

Hi I need help amending my tax return that was filed by someone else, but it was not filed using Turbo tax. How can I amend my return using Turbo Tax? Also, I e-filed my original tax return. Is it possible to e-file an amended return through turbo ta... read more

IRS Notification re Estimated Tax Penalty

A tax preparer reviewed and filed my 2024 Federal taxes. The completed return showed that I was due a refund and did not include any penalties. I received the refund, which was lower than the amount on the return, and subsequently received IRS Notice... read more

Health Insurance

Can i apply for health insurance for my son. I would like to apply for medicaid for my son who is a dependent but is currently living outside usa. He is also included as my dependent on my latest tax return thanks!

Income Tax / Social Security

I have been filing taxes on the 3-year limit -- with proof of sending and proof of receipt. I am wondering why as a self-employed (Schedule C) individual, my social security statement is not showing my payments for several years. What is the time fra... read more

Dependent Inclusion

I have a dependent that is 24 years old. Can i include my dependent if the application asks for the number of people in my household. My dependent is currently living outside usa and my dependent is included in my latest tax return?

IRS Letter 4870 question, part 2

To add to previous message (IRS Letter 4870): The IRS letter was dated April 11, but of course, I received it on April 16 (the day after the deadline). I wrote a paper check and mailed it immediately via certified mail, but by then my payment was lat... read more

Cross Border Tax Reporting for a legal settlement for a rental property located in Canada

A Property Ownership Civil Lawsuit in Canada - My wife and I are US residents/citizens and file joint tax returns using TurboTax (desktop versions). We were the plaintiffs in a civil lawsuit in Ontario Canada, to evict the defendants who were renting... read more

Moving

I'm planning to move outside the usa. Do i still need to file taxes. I am currently collecting social security and i trade stocks. Thanks.

IRS Letter 4870

I arranged for direct pay from checking account for balance due to be done April 10, 2025. I received an IRS letter 4870 dated April 11 that e-file payment was rejected/returned because "no account/unable to locate account". I am certain that I typed... read more

RMD Waivers

What is the probability that the IRS will waive the penalty of RMDs in 2025 for inherited IRAs and for traditional IRAs?

Landlord filing 1099-NEC without contractor's info

Hi, I am a landlord with 1 house for rent in TN. Last month I had a contractor came out and he did some repairs on the house, which I paid 800 dollars. I understand that I need to do the form 1099 NEC given this amount but the contractor is ignoring ... read more