Social Security Questions

If the Grantor of a revocable trust transfers stock out of the Trust brokerage account (which uses the Trust tax..

Terry: I have a brokerage account with Fidelity that I opened with investments (individual stocks and money market funds) that..

Hi Terry, snail mailed my 2021 fed return on February 8th. No info at all on “where is my refund”...

Hi Terry, my 2021 Federal taxes were filed electronically through Turbo Tax. My tax situation is not complex. I received..

I have a question about my tax refund for 2020 and 2021 since I had a complicated return after my..

Hi Terry, My parents received letter 5071C requesting to go online and answer questions to move along process to receive..

In Illinois, do you have to file state taxes if you are active military? Last year they were filed. I..

I am 16 and worked a few months last year and I am getting nothing back my mom claims me..

I know bonds are complicated and church bonds while distributions are often housed in a traditional IRA are not really..

If I get Social Security disability and no taxes are taken out can I still file income taxes at the..

Hi T.Savage. I filed my taxes 10th. Over-night mail. I’ve talked with irs rep and was told I should expect..

How to make a Payment arrangement with IRS

resources to validate 2021 stimulus payment

Hi Terry, Is it necessary for me , as trustee to my fathers trust, to file tax form 1040. This..

Good evening Terry, my wife and I have electronically filed our 2020 tax returns that were accepted on May 3rd..

My daughter and 2 grandsons moved in with us over 4 yrs ago after her husband died. We claimed the..

My husband and I are 65 and 64 years of age and are still working full-time. My husband also has..

How is this taxed? I went to H&R Block and they said I’m taxed at about 32%. It was added..

My 2021 IL tax return was accepted, per Turbo Tax, on Feb 19 and my refund still has not arrived...

Hey Terry! My employer from last year, has still not sent my W-2. I only worked Jan-April 2021. Should I..