Social Security Questions

Must the inheritor of a mutual fund use the market value value of the fund on the day of transfer..

I own my home, no mortgage. My son lives with me. He has a good job. Years ago he stopped..

I am writing on behalf of my 89 year old father. He just recently did his federal income taxes and..

Hi Terry! Since I was laid off from my job of over 15 years, I’ve decided to freelance. 2 of..

I recently turned 71 and am starting my RMD’s. We made a $5,000 contribution direct to a charity. I was..

I had heard when the new tax laws went into place that the medical deductions were eliminated. I have now..

Dear Terry, My sister 72 1/2 yrs old passed away in February of 2018. She had taken her RMD for..

I moved about 75k of my 457B money to a IRA to convert it over 5 years to a Roth..

The bank where I have a heloc told me I should change the collateral from my house to my investments..

Terry, I owe the IRS close to 80k between my wife and I, whats the best possible solution to resolved..

the property taxes I am paying this year , do I get to claim the itemization in January 2019. Also..

In 2015, at almost 59 years old I lost my job. I used money from my 401K plan to survive...

If I purchase a two-family home with my adult son and we are both on the deed and he occupies..

I have recently received a notice from the Department of the Treasury that they believe another person used my social..

what are the qualiforcations for senior taxexemption?

Has it been passed into law that the standard deduction on the IRS form will be doubled for the 2018..

Hi Tarry, I read your article in the UT-SD today about HEloc interest deductability. If my HELOC was originated and..

Will Social Security be taxed the same way in 2018 as it has been taxed in prior years?

Good Morning Ms Savage, I checked the IRS withholding calculator, based on your recent column in the Chicago Tribune, and..

Hi, Terry have watched you for a long time on WGN. My daughter is halfway thru her Junior year of..