Social Security Page 15

Social Security Questions

Do I need to file a tax return?

my tax preparar said that i did not have to file because my income is where i didnot have any..

Property tax

The house we live in is located in Palos Heights. My husband purchased it three years before we got married...

Mail communication

I recently received Communications from the IRS that contain information about social security numbers, tax forms, dispositions and so forth...

T-Bills income tax filing

If I get a 1099-I for t-bill interest, but my total interest income for the year is less than $14k,..

Taxes on eBay personal sales

Hi Terry, I sold approximately $1200 of personal items on eBay last year. Selling on eBay is not my hobby..

Qualifying dependents for Taxes

I have a 1 year old grandson that I want to claim as a dependent. His mother has Medical and..

Federal tax

Can I reduce what I owe the IRS for 2022 by investing in either my 401k, or an Ira account.?..

Question regarding taxes

Terri I started receiving social security benefits in January 2023. My yearly income will be approximately $25,000. I will not..

IRS lost refund check

Hi. We received our tax refund check around Nov 1, 2022. Our daughter mis-placed it. Called IRS, unable to talk..

taxs

I get SS and VA benefits they said I don’t have to pay tax on veterans money I live in..

Federal taxes

If I only get 16000.00 in social security with no other income do I owe federal income taxes?

IRS Backlog

can you give us an idea of how much backlog the IRS has in general at this point? I am..

Roth IRA mistaken contribution

Hi Terry. I opened a Roth IRA last year(2022). I learned this year that there is an income limit for..

1099K reporting for Illinois

Hello, Terry– I read today that the IRS is postponing Implementation of $600 Form 1099-K Reporting until 2024. However, the..

2020 Tax Refund missing

Hi Terry Quick question, I submitted tax returns for my 2 daughters in 2020, my first time doing my own..

2019 Taxes

Hi Terry- I live in Chicago. I submitted my 2019 Taxes by mail in August of 2022 (late but could..

Roth Conversion Calculation to Avoid IRMAA

I plan on converting a portion of my IRA to a Roth over the next several years. It is difficult..

2021 Tax, Dependent.

My wife’s sister lived with us for the whole 2021 year and is eligible to be claimed as a dependent..

Calling irs to set up payments have tried for 4 days on hold over 2 hours each day only to be hung up on

I do not have all the computer equipment I am a senior citizen My daughter who lives in another state..

Buying more shares of a stock before selling partial shares of same stock

A number of years ago I bought shares of XYZ stock. As the shares have been going down in price..

money

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