Social Security Questions
Trying to make a payment arrangement with IRS not able to succeed.
How to make a Payment arrangement with IRS
I need to prove I did NOT receive a check or a direct deposit .
resources to validate 2021 stimulus payment
Filing tax forms on an irrevocable trust
Hi Terry, Is it necessary for me , as trustee to my fathers trust, to file tax form 1040. This..
2020 Federal refund
Good evening Terry, my wife and I have electronically filed our 2020 tax returns that were accepted on May 3rd..
Child credit
My daughter and 2 grandsons moved in with us over 4 yrs ago after her husband died. We claimed the..
Federal taxes withheld from paycheck
My husband and I are 65 and 64 years of age and are still working full-time. My husband also has..
Taxation on capital gains (carry) that I received from former employer ($103,000) that was received Dec 2021.
How is this taxed? I went to H&R Block and they said I’m taxed at about 32%. It was added..
2021 IL refund depay?
My 2021 IL tax return was accepted, per Turbo Tax, on Feb 19 and my refund still has not arrived...
W-2 still missing — updated
Hey Terry! My employer from last year, has still not sent my W-2. I only worked Jan-April 2021. Should I..
Mother as dependent on tax form
Hi Terry, My mother is 93 years old and living with me since 2011. She is now on hospice. I..
Retirement Savings and Real Estate
I am 62 and semiretired. Can I withdraw money from my retirement fund to by real estate and not be..
Turbo Tax & privacy
Last year I prepared our taxes with the online service because my computer couldn’t support downloading the software. Now this..
Zelle reportable?
If I send money through Zelle in 2022 will the recipient need to claim it on their taxes?
Advance Child tax Credit payment
Hi Terry I enjoy listening to you on WGN. My question pertains to the Advance Child Tax Credit payment that..
W-2
Hey Terriy! I worked for a construction employer, January through April last year and have not received my W-2. I’ve..
Taxes
Even tho I’m on full disability should I file taxes I make under $900.00
Child tax credit
I haven’t worked since 2018. I dont have earned income. My daughter claims me and my 16 yr old son..
Taxes
The stock market was to good for us so we owe$11000 in taxes. Can payment be split up so it’s..
EE Series Savings Bond
I have Series EE $100 savings bonds that have matured. Is this a good time to cash them in, or..
Mistake on 2021 return electronically filed
I helped prepared my son’s 2021 1040 with Turbo Tax electronically. It has been accepted and as soon as it..