asked
My SSDI direct deposit, which usually arrives between the 23rd and 25th of the month, has not arrived. I have been receiving benefits for about 15 years with no changes to my account or direct deposit method. Additionally, we were supposed to receive a third stimulus check but did not. What should I do?
September 4th, 2024
I need to withdraw my Roth IRA contributions for emergency cash purposes. I have been contributing the maximum amount each year for the past 23 years, but I only have tax records (Form 5498) to substantiate my contributions for the past 11 years. Can I withdraw contributions for which I do not have a Form 5498, if those years are beyond 11 years ago?
November 25th, 2023
I haven't filed my taxes yet because I don't have my W2 from Social Security. I am retired and calling is too expensive. Can I get my W2 from Social Security, and if so, how can I do it without incurring high costs?
May 8th, 2024
I am looking for my refund check. I am located in Orem, Utah, 73 years old, with no dependents. I filed my refund in April. What should I do to track my refund or find out its status?
November 17th, 2024
Where's my refund? I received an adjusted refund notice on June 28th, but I'm unsure what happened to it.
November 11th, 2023
I have a 50k loan at 5.75% payable over the next 5 years. I can now withdraw from my 401k without penalty, but I will have to pay taxes on the withdrawal. Should I withdraw and pay off the loan?
May 21st, 2023