Wild Card Page 28

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..

money

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