Social Security Page 14

Social Security Questions

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..

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..

money

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