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

I have a 1099-S for a utility easement with Xcel Energy. As it's with a utility company, is there anything I have to file with my 2022 tax return? It is a permanent easement.

June 20th, 2023