Social Security Questions
IRS refund for deceased parent
My mother passed away in February of 2022. I filed her 2022 taxes, which consisted of primarily social security and..
Refund for 2022 IRS return
Hi Terry. I’d like to make sure that you saw my question from last Friday submitted on this form: I..
How to lower tax rate
My son made approx $65k last year but paid $15.6k in taxes. We live in Illinois. He’s single, no dependents...
Taxed
Received money from FEMA, and a SBA Loan. How do I declare this money on my taxes?
Income tax filing after moving out of state.
Our daughter lived and worked in Illinois until May of 2023. She moved, is working, and has established residency in..
Treasure direct 1099 !
I am unable to get a copy of my 1099 for 2023, because I have no printer ! What do..
Social Security Taxes
My 2023 Form SSA-1099 indicates there was $5,697.40 in Federal taxes withheld. Please confirm that I am to include this..
2022 federal tax refund
Good morning. My husband and I filed our 2022 taxes electronically on March 22, 2023. My husband passed away on..
2020 IRS Tax Refund
Hi Terry, we enjoy listening to you on WGN radio. We hope you can help us with our 2020 tax..
Retirement and IRRMA
I have $35000 in interest from savings bonds that matured. I didn’t realize they were going to mature and now..
Filing taxes
Listen to you every Wednesday. My wife is 75 I’m 71 , do we still have to file taxes ...
Taxes paid the IRS that they claim are still owed
My daughter received a big tax bill in 2020. She started paying in installments. She paid $2,000 of it, but..
sold depreciated stock from a GRAT
Ms. Savage, About 6 years ago I received a GRAT that came with a 44 thousand plus dollars in stock..
Delinquent taxes
I have a friend who is delinquent on her taxes.(By several years) Can you recommend a tax service who can..
donating a vehicle
What are the benefits of donating a vehicle over selling it outright? What tax documents should I be receiving/ looking..
RMD for charity
How can i use this years R M D for a charitable contribution without itemizing. I heard it would not..
Tax Preparers
Dear Terry, We used an AARP Foundation Tax Aide service to do our taxes. This was by appointment and was..
Tax preparation
How can I find a trusted CPA to prepare my taxes this year now that I’m using Fidelity to manage..
IRS Amended return
A CPA filed my Illinois & IRS tax returns for 2023 in April. However, she failed to include my document..
Free Tax Preparation
Hi Terry, Do you recommend Getyourrefund.org as a legit organization to help with filing taxes? I never received the second..