asked
In the event of a husband's death, does the surviving widow receive the deceased husband's benefit instead of her own benefit if the husband's benefit was greater?
February 19th, 2023
I have an inherited IRA worth $26,000. I was laid off due to Covid-19 and made less money this year. Cashing out the IRA won't push me into a higher tax bracket. Would I be okay to cash out the IRA and be taxed as I normally would if I made the money working? Are there any hidden taxes I need to be worried about?
April 1st, 2023
I never received my tax refund from 2020 unemployment. I think I may have filed my taxes incorrectly. How can I get online help to resolve this issue?
August 17th, 2024
I have been trying to change my husband's home address for Social Security for 3 days, spending over 3 hours on the phone. We moved from Texas to South Carolina 8 months ago, and while my address has been changed, my husband's has not. How can we efficiently change his address?
August 21st, 2024
I have clients who need to file individual tax returns for 2020. The due date was extended to January 3, 2022, due to Hurricane IDA in LA & MS. The IRS has stopped accepting electronic returns for 2020. If these returns are not filed until the IRS resumes accepting electronic returns, will these clients be charged a penalty for filing late? Also, if they have a refund, will they still be charged a penalty for filing late?
October 12th, 2024
I'm 78 years old, single, and my only income is Social Security ($27,000 in 2020). Will I owe any taxes, and what if I use the Standard Deduction ($14,800)? Additionally, I didn't receive my first Stimulus Payment. Do I need to file a 2020 tax return to get it?
January 18th, 2023