If you have no money, investments or equity in a home, you have little choice but to work with the BOE Taxpayer Advocate to solve this matter. His...

Can I file for back state taxes?

Unlike the federal law that has a 3 year statute of limitations, California has a statute of limitations of 4 years. That is, you can only claim a...

Borrow and return money to Traditional IRA

When filling out your tax return just check the box as a nontaxable distribution (since you paid it back within 60 days).*** One caveat, that is,...

Do you need to file a tax return if you are receiving social security benefits?

It is not mandatory that your mother file a federal tax return IF her gross income is below certain levels. For instance, if your mother is a...

How do I find out if in fact that their is a Tax fraud case against me

Do not respond to this phone message. This is a phishing exercise by bad guys trying to get your personal information. You can report it to the IRS...

How can I dispute a tax lien with the California FTB.

Well, you can fight it yourself making good use of the FTB Taxpayer Advocate, Susan Maples; or alternatively, you can hire a state and local tax...

Is there an extra tax form I need to fill out if I took money from IRA to pay for an emergency appendicitis surgery?

The form, i.e., IRS Form 5329, will not confirm that you meet one of the exceptions to the additonal 10% tax for an early withdrawal but that...

Will i have to pay taxes on a 1099c debt that was cancelled the amount 621.12

This is regarded as cancellation of indebtedness which is income to you. Reflect it on your 1040 and 540 as other income.

Need advice on the best way to deal with an IRS tax-related issue. Also, should we postpone getting married?

Your boyfriend should file 2015 and 2016 tax returns and any other older years in which he did not file. That closes an otherwise open statute of...

We would like to dissolve the S-Corp in 2017. What are the actions and timelines I should be aware of with regards to taxes?

You will find the forms for dissolving the S Corp on the CA Secretary of State's website. Once filed, you should begin preparation of your final...