Social Security Questions
Electronic Filing of Federal Tax Return
Hello Terry. My wife had me listen to an interview with on (I believe on WGN) where you stated that..
1099-s form
What info do I need to give my tax preparer about a 1099-s form. My siblings and I inherited th..
Fraudulent taxes filed
My daughter found out that someone had fraudulently filed her taxes for 2020. Her tax man filled out the forms..
W-2s
How do I get my w-2s from past years? I need 4 or more. Thanks
Tax return
I filed my IRS taxes on time for 2020. Using the website showed when it was received . I had..
Capital Gains and 1031
Hey Terry, If you sell stock and have a lot of Capital Gains to pay can you roll into a..
CP-80 IRS Notice
This is not a question. I read your article. I got my CP-80 letter yesterday (surprise!). The experience you described..
Federal tax refund
What can I do if I have not received my 2019 federal tax refund?
IRS letter indicating ‘We haven’t received your tax return’ Terry gets IRS answer!
Hi Terry. No question this time – I just want to alert your readers that the IRS is now sending..
2019 Tax Return Refile? Help
My 2019 tax return has still not been processed. I can’t get through on the phone with the IRS. I..
Quarterly payments and sold condo at a loss
I recently received Long Term Dividents of $68,571 and Short Term Div. of $18,124 plus regular div.of $2,332. I have..
Social security tax — how to decide withholding
I’ve started collecting my SS and am currently not having taxes taken out. I know you fill out the voluntary..
IRS penalty on retirement withdrawal
My husband received a letter from the IRS stating that he didn’t claim the money that he took out of..
Federal Tax Return
We filed our joint tax return in February 2021 and have received our state return however not our federal refund...
Income tax filing for widower
My wife died January 11 2021 Do I still file jointly or as a single person Can I claim her..
Income vs premium subsidy
I live in Indiana and I have a retirement account, what if I withdraw money from that account how does..
Federal interest withheld
Every month since February There has been an automatic withdrawal from my savings account titled federal interest withheld. I have..
Selling camper for more than I paid
Do I have to pay taxes on a camper I bought 1year ago if I sell for more than I..
Higher costs for seniors
More a comment than a question. I heard you on WGN talking about increase in social security payments. I wanted..
Federal tax return
Sorry to be a pest but I have emailed my questions 2 times and I have not received an answer...
