asked
I was supposed to receive my tax refund on February 23rd, but I still haven't received it. I'm getting the run around from both my bank and Turbo Tax. Have you sent my money to my bank yet?
February 16th, 2023
Where should I send Form 843 - Claim for Refund and Request for Abatement?
February 3rd, 2024
I became disabled in 2010 and received SSDI benefits starting in October 2010. I returned to work from January 2016 to February 2021 but had to stop due to an injury and returned to disability. During my working period, I forgot to file for SSDI benefits. What should I do to resolve this issue and ensure I receive any potential retroactive payments?
May 1st, 2024
I need to withdraw my money from my rollover IRA. Is this going to be added to next year's tax year 2023 Income taxes? I am using the funds to have an addition put on my daughter's home so I can move in with her. I am 71 years old and have handed capped and can't live alone. The IRA was my husband's, and I rolled it over when he passed on 10/30/2014.
April 8th, 2023
I believe our Social Security end-of-year statement was stolen from our mailbox. We need it for our 2022 IRS form. How can we obtain a replacement?
September 14th, 2023
I created an online account but am unable to view and print the W2 forms or 1099s needed for filing my income tax. I am 76 years old, retired in 2008, and have not worked since. I have Morgan Stanley and Fidelity accounts. What should I do to obtain these documents for reporting my SSI income on my tax return?
July 12th, 2023