I am 68 and my wife is 63 (born on 2/23/56). SSA estimates my current retirement benefit at $3,147. My wife's full retirement age (FRA) benefit is estimated at $1,370; her age 63 benefit is estimated at $1,095. If we both file for SSA benefits today, what would be her spousal benefit be? If I died, what would her survivor benefit be?

January 8th, 2024

If a dwelling unit is rented out 100% of the year to the owner's son at a fair rental price, and the son then subleases the property to others, does the IRS still consider it 'personal use' by the property owner?

June 8th, 2024

I found out my husband hasn't been paying our joint taxes for 2006 and 2007, and I paid for 2008. I gave him the money to pay, but it looks like I'm the one who didn't pay on paper. Am I right in reading that I do not qualify for innocent spouse relief because the tax owed is mine? What should I do to handle this situation, especially for the sake of my three children and myself?

March 12th, 2024

I just got a call saying my benefits are cancelled. It’s a scam - right? I am 77 years old and my retirement age is 65. I want to be sure it’s a scam. I have always heard that SSA doesn’t call.

November 17th, 2023

When filing my 2018 taxes, they were rejected because I needed to verify my 2017 AGI. After verifying, they were still rejected and I was instructed to mail my taxes in. Do I need to fill out the forms on paper, send copies of my W2s, or include my 2017 tax return? Additionally, do I need to file an extension, and how does this affect my refund?

February 22nd, 2024