Wild Card Questions
401K and Mortgage Interest advice needed
Hi Terry, I have two questions (sorry) – one each for me and my sister. Quick summary on us: I’m..
Unemployment Overpayment/Pay back
Hi Terry, IDES recently alerted me that they overpayed my unemployment during the months of Septmber, October and November of..
1099-INT from IDHS
Terry, A friend received 1099-INT from IL Dept of Health & Family Services declaring several thousand dollars of taxable interest..
Bank applied 2020 IRA contribution made in 2021 as a 2021 IRA
After having our 2021 taxes prepared, we made our 2021 IRA contributions into a money market CD, as we have..
Tax Refund
Hi Terry, I have been a loyal listener whenever you are on the radio. I mailed my Federal Income Tax..
state of illinois rejected my h & r block filing- reason agi from 2020
The state of Illinois rejected my 2021 tax filing. I have contacted them twice by phone-they say if you got..
1099 discrepancy
My husband’s Medicare covers his health insurance so it is small when we did not receive his 1099 at the..
The Great Resignation statistics
When the number of workers resigning each month is reported, where is information about how many started a new job..
IDES payback meeting?
Terry- It’s been 2 months since I have heard from IDES regarding my hearing to see if I need to..
Current tax return
I mailed my income tax 1040 return from the post office February 11 and asked them to deposit it into..
Tax refund
Haven’t received my tax refund
I Bonds
Can my son purchase an additional $10,000 in my granddaughter’s name each year and then cash them in 5years to..
Stimulus payments still missing
Hi Terry, I received the first stimulus payment of $1200 by check in the mail but did not receive the..
Personal Financial Organizer Form
Hello Terry. I was wondering where I could find your Personal Financial Organizer Form. Thank you very much.
Personal Financial Organizer
Do you have a Personal Financial Organizer we can use?
Comment, not a question
Dear Terry, I spoke to someone today who truly impressed me, Pam Krueger. She mentioned how you and she do..
Stimulus payment from May 2020
My first stimulus payment was in check form. I thought I made a mobile deposit to my bank. Going over..
Overcharge for Vaccines
I realize this is not a significant financial issue, but I was hoping for some sort of comment from you...
2020 state refund check
want to know if our 2020 state refund check was sent to us? If so I would like to get..
Protection for my computer
I have been using Kaspersky Internet Security protection for some time now. This is a Russian owned company recommended by..