When my husband divorced his first wife, the divorce decree stated she was to receive his military annuity, but neither of them notified the military within the year requirement. When he passed, the military would only give it to me. I have been giving 70 percent to his ex-wife for the last nine years. Can I take a deduction for what I give her, as I pay taxes on all of it?

February 25th, 2023

I live in Pennsylvania and am trying to correctly fill out a 1099R form for my personal pension from a former company. The form's drop-down menu for designation includes options like 'traditional IRA over 59 1/2' and 'military pension', among others. I am unsure which designation to select for my personal pension, as leaving it blank results in owing a certain amount, while selecting 'pension' significantly increases the amount. How should I correctly designate my pension on the 1099R form?

May 2nd, 2024

I lost my stimulus check ($2800). What do I do to get a stop on the check and get another one?

August 17th, 2024

On the Turbo Tax electronic filing form, there is a requirement for the PAYEE'S ID number for Social Security. However, on the Social Security form, I cannot find any indication of this number. With 60 million Americans on Social Security, I would expect Turbo Tax to know that Social Security is a well-known payor and not require this number. The program will not allow me to file electronically without this number. What have I tried with Turbo Tax so far? I have used Turbo Tax for years, but this is the first time they have required this information. I have paid $160, and now I cannot file because they need an ID number that no one seems to know.

February 21st, 2024

I filed my income tax electronically on March 8 or 9 and haven't received my refund yet. I am 66 years old, single, with no dependents, and my refund was expected to be $1421. I am also wondering about the status of my COVID check. What should I do and is there any delay in processing my refund or COVID check due to my tax return not being processed yet?

February 21st, 2024