Social Security Questions

When you transfer an IRA form one company to another, I thought you should receive a 1099-R indicating the tax-free..

I’m selling an investment property(quick house flip) I will have to claim the gains as income as I will have..

Hi Terry! My husband and I sold our home in June 2023. We bought a new house in July 2023...

My sister, Robin, 61, has dementia and Down syndrome. She has lived with me in my home since 2006 when..

Hi Terry, I just saw you on WGN, at approximately 8:35 am, and you were promoting the IRS free and..

Tax question: I only have standard deduction. Is free file on irs.gov the best way to file or do I..

My Accountant Filed my “2023 Fed Taxes” electronically 5 weeks ago.. For the past week I have been checking the..

I received a corrected mortgage statement yesterday. The mortgage interest is less than the original mortgage statement. There is about..

My 65 yr old brother hit a brick wall financially and emotionally. He’s working in a restaurant (not earning much)..

My friend fell for scam right after her husband died. She filed police report. Is she able to claim this..

Hi Terry, I am divorced and it is not my year to claim my dependent son. I own my own..

I have been buying 4 week T-Bills in 2023. I know I have to pay Federal tax on the interest...

Hi Terry, my husband and his sisters sold their family home last year since both parents have passed away (it..

Are there any legit tax help companies and should I try them. I’ve filed all yrs but I owe past..

Will you pay a tax penalty for not submitting estimated taxes if you take one large distribution from your IRA..

My mother passed away in February of 2022. I filed her 2022 taxes, which consisted of primarily social security and..

Hi Terry. I’d like to make sure that you saw my question from last Friday submitted on this form: I..

My son made approx $65k last year but paid $15.6k in taxes. We live in Illinois. He’s single, no dependents...

Received money from FEMA, and a SBA Loan. How do I declare this money on my taxes?

Our daughter lived and worked in Illinois until May of 2023. She moved, is working, and has established residency in..