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Wild Card Questions

Personal. Financial Organizer form

Tried to access the form but could not find it. Where is it?

still have a mortgage on my home, worried about loosing it if the dollar collapses

Hello Terry, should we be worried about loosing our home if it’s not paid off yet and the dollar collapses?

Form 1041 question for Terry

Hi. Very confused here. Went to AARP free tax help appointment for seniors. I am married and filing jointly with..

Car purchase

I’d like your advice on purchasing a car. I am retired and I’m looking at new cars and also certified..

Senior tax deduction

I think you should let your readers know that in order to receive the additional senior tax deduction (up to..

Wife not knowing assets after husband passes.

Heard you with Wendy Snyder today regarding someone not knowing about husbands bank accounts, investments and other assets. One source..

Equal partners on credit cards

My husband heard you talking on WGN radio today about married people needing to be equal partners on credit cards...

Am I stuck in an upper tax bracket?

If your income goes up enough to go into a higher tax bracket one year are you stuck in that..

Investing

My 24 year old son has saved $40,000 and the only debt he has is about $15,000 in student loans...

CPA

what is the best way to find a CPA and how do they structure their fees

Tax deduction for over 65, single

Unable to locate deduction referenced in Sundays paper 3/8/26

New $6,000 senior tax exemption

Terry, where on the 2025 Form 1040SR do I find the reference to the 6K per senior additional standard deduction..

charitable stock donation

Is it better to give appreciated stock and include in tax deductions or donate RMD money.I itemize due to high..

Grandson investment

What would be the best way to invest some money for the future (not long term…maybe 2 years) to assist..

T bill

I went into treasury direct log in for first time did bank information nothing happened what do I do with..

AARP tax help link

On the 25 February 2026 , you mentioned AARP for seniors needing a tax professional. Can you please send me..

Taxes

I paid premiums of $195,666.00 to a life policy, the current cash value is $139,481.00. Will I have to pay..

1-A deduction

Turbo tax does not have schedule for 1-A. They say it will be figured at end. Do I trust them?

Investor seeking diversify my portfolio and allocate assets

Hi Terry what is best financial option to use Bitcoin crypto etherem Satoshi towards retirement and allocate I am new..

Taxes

My daughter is 20 years old. She is special needs, graduated high-school, in adult transition program in school district 218,..

money

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