What is a special needs trust, how is it viewed tax-wise, and what are the implications for beneficiaries who may not have special needs? Specifically, how does the trust's structure and tax treatment affect the beneficiary's access to funds and potential inheritance?

July 9th, 2023

I'm trying to find out about my stimulus checks. I was told there's another one this year and I haven't received any since I filed for my income tax. I've received one but not the other. Can you tell me if I'm right about there being another one?

December 30th, 2023

I am starting nursing school in CT and am worried that an amended tax return, which is finished but not filed, will affect my in-state status for tuition. Additionally, I am concerned about how this amended return might impact other aspects of my life, such as renting an apartment.

January 1st, 2023

We filed our income tax return by paper on or about 2/23 and sent it return receipt requested, receiving the green card on 2/26. We used the IRS 'Where's My Refund' tool but found no information online. We are located in Mechanicsburg, PA, are 75 years old, married, with no dependents, and filed jointly. Our income was $199,446, and we are expecting a refund of $3,400. It has been 4 months since filing. Will we get our refund soon?

March 25th, 2023

Where's my refund? I e-filed my tax return in March and haven't received it yet. I received a letter saying I would get it in 6 days but still haven't. I was charged $52 for a call that didn't resolve my issue. How can I get my refund and get my money back for the unsatisfactory service?

June 26th, 2024