I think you could also check if you can access your W2 online. A lot of companies use services like ADP or Workday where employees can log in and download their tax documents even after they've left the company. Worth asking Walgreens HR if they have an online portal where you could get your W2 immediately instead of waiting for a paper copy.

You'd be surprised how many people have this exact issue! I worked as a tax preparer and we always had clients with missing W2s from short-term jobs. If it helps, here's what you need from that pay stub: your gross wages, federal income tax withheld, social security tax withheld, and medicare tax withheld. Make sure you have ALL those numbers before trying to file. A pay stub usually has most of this but sometimes misses details that are only on the W2.

I'm dealing with a very similar situation right now - my grandfather passed away recently and left me some mutual funds and a small commercial property. One thing that's been helpful is creating a detailed timeline of all the important dates and values. For inheritance tax purposes, you need the fair market value on the exact date of death. For the stocks, this is usually straightforward - just the closing price that day. But for real estate, it can be trickier. The executor should have gotten a professional appraisal, but like others mentioned, having your own documentation is smart. Also, don't forget about any dividends or rental income that might have accrued between the date of death and when you actually receive the assets. That income isn't part of the inheritance tax calculation, but it is regular taxable income to you. One surprise I encountered was that some of the mutual funds had automatic dividend reinvestment plans that kept buying new shares even after my grandfather died. The brokerage had to sort out which shares belonged to the estate versus which were purchased with post-death dividends. It added some complexity to figuring out the exact stepped-up basis amounts.

I'm so sorry for your loss, Zainab. Dealing with taxes on top of grief is really overwhelming, but you've come to the right place for help. To add to what others have said, here are a few practical next steps that might help you feel less lost: 1. **Get organized first**: Create a folder (physical or digital) with all the paperwork the executor gave you - death certificate, will, asset valuations, etc. Having everything in one place will make conversations with professionals much easier. 2. **Timeline matters**: The "date of death" values are critical for everything - inheritance tax calculations AND your stepped-up basis for future capital gains. Make sure you have documentation showing what the stocks and property were worth on the exact day your aunt passed. 3. **Don't rush major decisions**: You mentioned feeling overwhelmed by the paperwork - that's totally normal. You don't have to decide whether to sell these assets right away. Take time to understand what you've inherited before making any big moves. 4. **Consider professional help**: Given that you're dealing with both PA inheritance tax and future capital gains implications, it might be worth having a brief consultation with a tax professional who handles estate matters. The cost upfront could save you money and stress later. The good news is that the stepped-up basis rule really does help - you're starting with a "clean slate" on the capital gains side. Focus on getting the inheritance tax piece sorted out first (which the executor may have already handled), then you can plan what to do with the assets. You've got this! It's just a lot of new information all at once.

I'm so sorry for your loss, Pedro. Losing a grandparent is never easy, and dealing with estate matters during grief makes it even harder. Everyone has given you great advice here. I want to emphasize one key point that might give you some peace of mind - as the beneficiary, you typically don't owe income tax on inherited property. The inheritance itself isn't considered taxable income to you. A few practical next steps to consider: 1. Get copies of all estate documents from your uncle (the executor) 2. Contact the county assessor's office about transferring the property deed 3. Check with your homeowner's insurance - you'll need to get coverage in your name 4. Review any outstanding debts on the property (utilities, HOA fees, etc.) The timeline can feel overwhelming, but most estate matters don't have to be resolved immediately. Focus on securing the property and understanding your options before making any big decisions about keeping vs. selling. And don't hesitate to consult with an estate attorney if the situation becomes more complex than expected. Take care of yourself during this process!

Pedro, I'm sorry for the loss of your grandfather. Estate matters can feel overwhelming, especially when you're grieving. One thing I haven't seen mentioned yet is the importance of getting multiple copies of the death certificate - you'll need these for transferring the property deed, insurance claims, and various other estate-related tasks. The funeral home usually provides a few, but you might need more than you expect. Also, since you mentioned this is happening near year-end, be aware that some estate tax elections and filings have specific deadlines. For example, if the estate needs to file Form 706, it's generally due 9 months after death (with possible 6-month extension). Your uncle as executor should be handling this, but it's good for you to understand the timeline. If you decide to keep the property, consider whether you want to live in it, rent it out, or hold it as an investment. Each option has different tax implications going forward. And if you're thinking about selling, remember that you have time - there's no rush to make that decision immediately after inheriting. The fact that you're asking these questions now shows you're being responsible about handling this properly. Take it one step at a time.

Someone please correct me if I'm wrong but I think you might be eligible for the Lifetime Learning Credit even without the 1098-T? It's meant for exactly this type of continuing education and certificate programs. As long as you have proof you paid tuition to an eligible educational institution you should be able to claim it.

I ran into this exact same issue last year with a professional development course! The university's resistance to providing their EIN is really frustrating, but you have several options here. First, definitely try the W-9 approach that Kennedy mentioned - it's often the fastest solution. Most universities post their W-9 forms online for vendor payments, and the EIN is right there. If that doesn't work, you can also check the university's annual financial reports or audited statements, which are usually public for state institutions. The EIN will be listed in the header information. As a last resort, you can file Form 8863 (Education Credits) and attach a statement explaining that you requested the institution's EIN but they refused to provide it, along with copies of your payment receipts. The IRS has provisions for situations where educational institutions don't cooperate with providing required information. Don't let them prevent you from claiming a legitimate education credit - you paid that tuition and you're entitled to the tax benefit!

Has anyone actually used intercompany transactions to save on taxes? Like could you charge higher rates from your profitable company to your less profitable one to shift where the income shows up? Asking for a friend lol

Great question! I went through something very similar when I restructured my business last year. The key thing to remember is that these intercompany transactions are totally legitimate as long as you're treating them like you would with any unrelated third party. Since you mentioned you're paying market rates between Company Beta and Company Gamma, that's exactly what the IRS wants to see. The technical term is "arm's length pricing" - basically, would you charge the same amount to a completely unrelated company for the same work? A few practical tips from my experience: - Keep detailed invoices and contracts between the companies, just like you would with external vendors - Document how you determined your pricing (market research, competitor analysis, etc.) - Make sure each company has separate bank accounts and maintains its own books - Consider getting a few quotes from outside developers occasionally to validate your internal rates The fact that you have separate EINs and legitimate operations for each company is perfect. The IRS isn't trying to stop legitimate business structures - they just want to make sure companies aren't artificially shifting profits around to avoid taxes. Since your setup sounds legit and you're using fair pricing, you should be good to deduct those expenses normally.