Social Security Questions
Federal taxes — CPA error
my tax preparer made an error on my tax return and e filed them with a balance due of $5000.00...
Our Federal Tax 2021 Refund
We filed our federal 2021 tax return in mid-February 2022 and mailed it via post office on 2-15-2022. Our tax..
Can’t Contact IRS
I received a letter from the IRS telling me that they have “misapplied payments totalling $1,385.00” from my 2021 Tax..
income tax refund
Hi Terry, I have not received my income tax refund from the year 2020. It was filed electronically. Is there..
interest on bank cd’s
with banks charging 5% or more on mortgage loans etc. why are they not required to pay at least a..
2020 Federal Tax Refund
Hi Terry, I enjoy listening to you on WGN radio. We filled our 2020 federal return on time last year..
Profit from selling stocks
Made about 30 K from stock sales how can I not get tax on that profit put it in a..
Id.me
I registered on Id.me. How do I navigate to get to transcripts of past 1040 returns?
Tax Refund
Terry – thanks for the response to my question on tax refund research assistance. Do you know if the LadderUp..
Taxable event
If the Grantor of a revocable trust transfers stock out of the Trust brokerage account (which uses the Trust tax..
Taxes on sale of stocks
Terry: I have a brokerage account with Fidelity that I opened with investments (individual stocks and money market funds) that..
IRS Refund
Hi Terry, snail mailed my 2021 fed return on February 8th. No info at all on “where is my refund”...
IRS Refund Higher Than Expected
Hi Terry, my 2021 Federal taxes were filed electronically through Turbo Tax. My tax situation is not complex. I received..
tax refund
I have a question about my tax refund for 2020 and 2021 since I had a complicated return after my..
Tax Refund
Hi Terry, My parents received letter 5071C requesting to go online and answer questions to move along process to receive..
State taxes for active military
In Illinois, do you have to file state taxes if you are active military? Last year they were filed. I..
Does a 16 year old have to file? I worked only made under 3000
I am 16 and worked a few months last year and I am getting nothing back my mom claims me..
Church Bond loss
I know bonds are complicated and church bonds while distributions are often housed in a traditional IRA are not really..
Social Security disability
If I get Social Security disability and no taxes are taken out can I still file income taxes at the..
Taxes
Hi T.Savage. I filed my taxes 10th. Over-night mail. I’ve talked with irs rep and was told I should expect..