Social Security Page 10

Social Security Questions

Capital Gains Tax

Have two minor aged (15/17) grandsons who I gifted 100 shares of stock each. I paid approx $30/share. The company..

IRMAA

Just read your article. We(my husband) received stock options that we exercised every year for 10 years and they are..

IRMAA

HELLO, i ignorantly files 2023 taxes as married separate. on 11-27-24 i took 2 sworn statements from wife and i..

taxable event related to long term stock sale – any way to offset tax impact in 2024?

I sold stock in August 2024 and have realized long term gains of about $700k this year. I naively didn’t..

Early Pension Withdrawl penalties

I am hoping you can guide me. I had some hardship in 2023 and withdrew the last of me IRA..

Stock Contribution (Transfer) to 501C Church Organization

I transferred stocks to a church 4 years ago but they are not able to obtain the required medallion in..

Owing Tax to IRS

Can you make a recommendation for a trustworthy business to help reduce tax debt?

TRS income from substitute teaching

I have a few hundred dollars in my TRS account when I substitute taught for 6 months in 2005. Can..

Capital Gains Tax

My hubby and I have sold 2 houses, neither one did we make over $250,000. I will be moving next..

Tax refund

I e-filed my federal return in February. I have not received my refund as of today. I went to the..

Past due taxes

My children have contacted Octima for help with past taxes due. Their fee is almost $10,000 Is there anyone else..

tax refund from my amended tax return

My account made an error on my tax return which had me make an overpayment of 5000. He filed an..

Searching for new accountant.

Hello, my accountant is retiring and I need to find a new one. What is the best way to search..

INHERITED IRA WITH BASIS

When a spouse dies (dob 1/24/1951) and there is non-deductible IRA basis on both spouses’ IRAs, if the surviving spouse..

How to find status of offer to compromise

My son has filed an offer to compromise with the IRS. WE cannot get anywhere to find out the status...

irs refund extensive delay. Is this the new norm

I am having a big problem with the IRS regarding my 2023 tax refund. I submitted my return electronically on..

Taxes with a NEC

I rent a booth in antique mall. I am charged $150 month rent and a 15% commission . On my..

cost basis

Hello I have a taxable mutual fund for 25 years that has grown . I need to redeem it to..

Illinois state taxes refund

I recently mailed in my “2022” state taxes. 2 months ago. I have not gotten my refund and nothing in..

Tax refunds not being sent

I haven’t received my federal taxes for the years of 2022 and 2023, who do I contact or how do..

money

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