Social Security Questions
My taxes
I have gotten a Identity Quiz in the mail from the state and I went online and filled it out..
IRS
I just wanted to know the website to the IRS so I can check on my case.
Need Income Taxinfo
I saw Terry on a news show the other day and she mentioned that she had a link for anyone..
Money inadvertently sent to IRS by mistake
Hi Terry! I sent money owed to the State to the IRS by mistake. I don’t owe the IRS but..
Taxes for decedent
My mom passed 3/2020. We paid her 2019 taxes late after we finalized everything. I just received a letter from..
Tax Refund
Hello Mrs. Savage, I have filed my taxes back on March 12th 2022. I would normally have it mailed to..
2021 Federal Tax Refund Terry Says: Blame your Neanderthal accountant!
Hi Terry! Just giving you an update on a question we asked last week. We advised we filed our 2021..
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..