asked
I already have $200,000 in an account at Travis Credit Union. I have sold a mobile home for approximately $144,000, and it will close this week, maybe as soon as tomorrow. This will bring my Travis account over the $250,000 that is insured. If I would put some of that money into a CD with Travis CU, would a portion still not be insured or is a CD separately insured?
October 22nd, 2024
I received a message from Agent Larry Smith and Agent Adex FolaMoore claiming I won $350,000 and need to pay $500 for delivery. I am a 68-year-old disabled woman with limited income and suspect this might be a scam. Can you confirm if this is real or a scam?
December 13th, 2024
When are we going to receive our refund?
June 4th, 2023
I earned no income last year and am fully retired. Should I file a tax return anyway, even though I had no income in 2021, to maintain good faith with the IRS and avoid potential audit risks?
May 5th, 2023
We received a 1099-B form, but we did not sell or trade any assets this year. My husband’s company was acquired, and the form seems to capture proceeds from broker transactions due to this acquisition. The term ‘proceeds’ suggests we made money and should pay taxes on it, but our account after the sale shows no increase in value, nor did we receive any cash. What are these ‘proceeds’ and why am I paying taxes on them?
September 29th, 2023
My husband just died. We were married over 10 years. How do I apply for his Social Security benefits? What percentage will it be?
October 13th, 2023