My financial advisor withdrew my required minimum distribution (RMD) for 2021 from my traditional IRA without my knowledge. After transferring money into a precious metals IRA, I mistakenly withdrew the RMD again from this new IRA. Now, I will be taxed twice on the same amount. Is there a way to fix this situation, especially since it has been more than 60 days since the second withdrawal?

May 27th, 2023

When might we receive our stimulus check, given that we are 88 and 86 years old with no dependents, and our typical filing status and income?

November 6th, 2024

I can't seem to get any information about my tax return or stimulus checks. I am 70 years old, single, and made approximately $40,000 this year. I had to send in a paper filing and was informed that I was using a dead person's Social Security number, and I received the state back. What should I do to track my refund and stimulus checks?

December 6th, 2023

I am 85 years old, living in Sherman, Texas, and recently moved into an assisted living senior home after a hip injury. I filed for an extension to file my federal tax return, but the deadline is October 15. Can I still get more time to file, and what is the penalty if I miss the deadline?

March 4th, 2024

How can I get a new Medicare card?

July 4th, 2024