Wild Card Questions
Observation vs admitted — True Story
Hi Terry, I sent you a note before but I don’t think it went through. I’m inquiring about my next-door..
Charitable Contribution of RMD
Thanks for your quick response! Followup: how do I know if my church is a qualified charitable organization?
Charitable Contribution of RMD
Will direct donation of a portion of my RMD to my church reduce the tax I pay?
Personal Financial organizer form
Were can I find this form on line? THANK You
IRS Tax Advocate
Thank you for mentioning the IRS tax advocates on WGN with John Williams. They helped us retrieve the 3 stimulus..
Car financing
I financed a car in 2019 with a 1% interest rate. I am now having trouble with the car with..
possibly forged POD
A POD was brought to my x-husband’s bank. It is more than likely that his signature was forged along with..
Recoup Value of an Old Retirement Certificate
Hello Terry, I have a very old (1985) retirement certificate from Lyons Savings and Loan Association. It has an account..
Social Security income
I received a come-on to get a bigger monthly payment. I also get snap,LIHEAP. It said possibly raise to as..
Covid Tax Relief Payments
I have not received any Covid tax relief checks from the IRS. Is it still possible to receive the checks?..
SS# used for i.d. purposes
My husband and I opened IRA CD’s with Wintrust this past week. After returning home, I realized our SS#’s are..
Mortgage in foreclosure
Terry, Back in 2004 I filed bankruptcy . The attorney screwed up and did not reaffirm my mortgage account ...
ROBS
I’m thinking of starting a c Corp to use one of my 401ks from an old job to buy an..
529 Accounts — state tax deduction
Dear Ms. S., For the past few years, I have contributed to three Bright Directions accounts for my niece and..
Should my wife and I jointly own our home?
My wife and I each have an estate plan. Since my wife’s net worth is double mine, our planner recommended..
Gold IRA
Terry how do you feel about gold IRA’s, I am worried about the dollar and this digital currency.
H&R BLOCK TAX PREPARATION safety
For the last 10 years or more I have been doing my taxes using H&R Block tax preparation software. I..
Old Stock certificates
I have 10 shares of stock that is almost 40 years old and it’s from first Chicago corporation I know..
Social security overpayment notice
I recd a note on my social security online account saying I was overpaid by $132.10. I am not even..
Cook county property tax, check mailed 3 weeks before due date
Hi Terry, My mom, a senior, mailed her cook county property tax 3 weeks before it was due on April..