technology insights
Can rental losses offset capital gains?
And contrary to the popular misconception, capital gains and dividend income are not considered to be passive activity income, so you can’t use passive ac...
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Technology Insights
technology insights
How can I check if my 2019 taxes were filed?
Find out if Your Tax Return Was Submitted Using the IRS Where’s My Refund tool. Viewing your IRS account information. Calling the IRS at 1-800-829-1040 (W...
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technology insights
Do you have to pay taxes on an inherited annuity?
These annuities have already been subject to income tax, however, any interest earned will be taxed upon withdrawal. If a beneficiary inherits this type o...
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technology insights
How long to process 2019 tax return?
We issue most refunds in less than 21 calendar days. It is taking the IRS more than 21 days to issue refunds for some 2020 tax returns that require review...
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technology insights
How can I get a copy of my W-2?
The only way to get an actual copy of your Form W-2 from us is to order a copy of the entire return by using Form 4506, Request for Copy of Tax Return (PD...
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technology insights
How can I find out if my refund was accepted?
Find out if Your Tax Return Was Submitted Using the IRS Where’s My Refund tool. Viewing your IRS account information. Calling the IRS at 1-800-829-1040 (W...
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technology insights
Why did I get a check from my 401k?
The reason a person receives a 401(k) refund check is most likely that the employer’s plan has failed one or both of these tests, which prevents the emplo...
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technology insights
Is domestic stocks subject to capital gains tax?
For sale of shares of stock of a domestic corporation held as capital asset, the tax is based on the net capital gains. The tax rate is 5% for the first P...
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technology insights
Does JP Morgan have Cryptocurrency?
Despite CEO Jamie Dimon’s critical comments on crypto in the past, his bank, JPMorgan Chase adopted cryptocurrencies as clients want exposure to the digit...
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technology insights
How do I turn off Microsoft child restrictions?
If your family member required consent to join the family group, consent must be removed by the consenting organizer by following the steps below. Click M...
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