I am a 36-year-old surviving spouse and mother of two minor children, ages 3 and 7, of a 40-year-old man who recently passed away. His annual salary has been over $300K for the last 5 years. I assume his benefit is approximately $3600/month. My understanding is that each of the three survivors (myself and my two children) get 75% of his benefit, up to a maximum of 150-180% of his benefit. The family benefit and the surviving children are not taxed, but the spouse is taxed and has her benefit reduced by her earnings. How do we minimize tax and penalty to get the maximum family benefit?

June 26th, 2023

Can 62 (e) (18) ii be used as a 'catchall' above the line tax deduction for any employment lawsuit related to breach of contract or violations of local/state laws, as claimed in a Forbes article?

March 8th, 2024

I filed a Will in 2012. If I make changes with a Codicil, should I refill or just keep my Codicil with my Will? I am in Ohio and have the original Will.

September 4th, 2023

I recently moved from NC to FL and will be living and working in FL for the next 3+ years while my husband is in school. I don't want to change my license and car registration as we plan to move back to NC at the end of his school. Will I still be charged NC state income tax since I still have an NC license and 'permanent' address there, or will I be able to file taxes in FL since it is where I will be living and working full time?

May 8th, 2023

I need to retrieve the W2 form for 2022 to give to the pastor. I am the clerk and have submitted it to SSA.gov but have not received the new CODE. How can I get the code so I can send the W2 to the former pastor? Will this cost me anything?

August 20th, 2023