Frequently Asked Questions
Q. How can I pay you online?
A. Use the Paypal or Google Buttons on this site's homepage
Frequently Asked Questions on Capital Gains, Losses, and Sale of Home
Q. Where's my refund?
A. Provide your SSN, filing status, and refund amount and go to this link: WHERE'S MY REFUND?
Q. How do I get a copy of my return?
A. If you need a copy of your current or previous year(s) return, you can have mailed to you a free transcript from the I.R.S. by calling: 1-800-TAX-1040 and selecting the option to get a transcript (which is accepted by banks for a mortgage or colleges for student aid). You can get one online here: (this will take some maneuvering and registering your email, then verifying with the IRS).
Q. How should I file or what is my filing status or can I file as head of household?
A. Click on link above.
Q. Do I need to file?
A. If you had federal or state income taxes withheld by your employer, you may WANT to file to receive a refund or earned income or other credits, or to prove income for student loans etc. You would not be REQUIRED to file if your gross income is less than your standard deduction ($27,700 for married, or $13,850 for single, or $20,800 for head of household). Here is the link to the IRS calculator:
Q. Do I qualify for the Premium Tax Credit?
A. Here's the IRS CHART. This is not a joke - note the web address in the upper right corner.
Q. Can I contribute to an IRA if I maxed out my 401K?
A. Your 401(k) and IRA are basically disconnected. So you can max out your 401K and contribute $6,500 to IRAs (plus $1,000 if you are over 50)
Q. How do I file living in NYS and working in NJ?
A. Link here
