Social Security Questions

Can I reduce what I owe the IRS for 2022 by investing in either my 401k, or an Ira account.?..

Terri I started receiving social security benefits in January 2023. My yearly income will be approximately $25,000. I will not..

Hi. We received our tax refund check around Nov 1, 2022. Our daughter mis-placed it. Called IRS, unable to talk..

I get SS and VA benefits they said I don’t have to pay tax on veterans money I live in..

If I only get 16000.00 in social security with no other income do I owe federal income taxes?

can you give us an idea of how much backlog the IRS has in general at this point? I am..

Hi Terry. I opened a Roth IRA last year(2022). I learned this year that there is an income limit for..

Hello, Terry– I read today that the IRS is postponing Implementation of $600 Form 1099-K Reporting until 2024. However, the..

Hi Terry Quick question, I submitted tax returns for my 2 daughters in 2020, my first time doing my own..

Hi Terry- I live in Chicago. I submitted my 2019 Taxes by mail in August of 2022 (late but could..

I plan on converting a portion of my IRA to a Roth over the next several years. It is difficult..

My wife’s sister lived with us for the whole 2021 year and is eligible to be claimed as a dependent..

I do not have all the computer equipment I am a senior citizen My daughter who lives in another state..

A number of years ago I bought shares of XYZ stock. As the shares have been going down in price..

Hi Terry – I manage my own investments and do my own taxes and find you extremely valuable. I just..

Have not received my 2021 tax refund and now it’s time to file again. What seems to be the hold..

In our 2021 federal taxes, we paid the IRS about $600 additional to what was withheld. Our tax adviser said..

My tax man filed my return electronically in April a few weeks later I discovered the social security number was..

How long do I have to wait for the IRS to send a refund for the tax I paid on..

Hi Terry, My wife inherited farm land from her aunt who passed away 4 years ago. She is now cash..