Social Security Questions
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..
2022 1040 is lost!
I mailed our 1040 along with a check for the amount due on 04/06/23. The check has not been deposited..
Covid refund
We entered a 3911 form for a $600.00 refund in January 2023. As yet we have not received the refund...
Illinois income tax
Hi - I sent the text to you on your radio show. My mother in law mailed her Illinois income..
Tax on sale of inherited property
I have recently sold a condo my parents purchased in 1997. They are now deceased. What taxes will I be..
Electronic Vehicle Tax Credit — separate tax return to get it?
My husband just bought an electric vehicle that qualifies for the $7500 tax credit. If we file taxes jointly this..
Social security taxes
My wife and I receive social security of $5500 a month and the only other income we have is our..
IRS problem
I received a letter from the IRS stating that they need more information from me to verify my identity and..
State income tax refund
Hi! We have yet to receive our Illinois State Income Tax refund. Are things backed up there, or should we..
Income tax refund
On February 22 I received a letter from the IRS for copies of my 1099-R I did contact my tax..
Do We Still have to File Annual TAXES?
Hi Terry, My wife & I are on Social Security now with No other Income. Do we still have to..
Payment tax plan
Hey Terry ! I listen to you all the time on the 720 WGN Radio I am a mural artist..
Federal tax refund
I just found out my refund was sent to my bank on 4-25-23. I haven’t seen it. Now, I realized..
taxes
I am 69 have not starting to collect ss and have no w2 form for 2022, do i still need..
Income Tax Return
I’m a widowed senior. My CPA did my return electronically on 3/7/23. The IRS sent me a 5071C letter 3/23/23..
I heard there was an additional deduction for seniors over the age of 65 years
Is an additional deduction valid for seniors over 65, and if so, what is the amount?
