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I have been named the executor of my mother's estate. I know she filed an extension request days before dying, but her tax preparer told me that her 'Personal Rep/attorney' would file for her. That person has now been fired, won't return my mother's tax documents, and we have opened probate with a new attorney as there is no original will or trust. Not sure where to start in tracking things down, but I'd like to find out if the fired attorney filed anything with the IRS. Mom's old tax preparer will not discuss! Any advice?
August 5th, 2024
My client has a HSA account through his job. He contributed the max of $7,300 through a cafeteria plan under section 125. Why does it show as non-deductible and is transferred to form 5329?
December 29th, 2023
I turn 70 on January 16, 2024. Should I wait to sign up for Social Security benefits until after December 31st since my current annual salary is much larger than what I earned 30 years ago?
November 3rd, 2024
I am having trouble logging into my IRS.gov account. I have tried resetting my password but it didn't work. What should I do next?
August 15th, 2023
I have an inquiry about Pivotal Home Solutions billing. I provided my credit card information for a $5 charge. I am located at 7600 Le Claire Ave., Skokie, IL. 60077. I am 89 years old and have a dependent, my wife Patricia Eischen. The monthly billing for Home Solutions was initiated by Nicor, and I did not request it. I would like a credit back for these payments or at least the discontinuation of Pivotal Home Solutions on my monthly Nicor bill.
September 2nd, 2023
I have my EFT reference number but I keep getting billed for my taxes. How can I resolve this issue?
October 7th, 2023