I’m POA/Trustee for a friend on Medicaid. He’s a stroke victim with no real memory. The IRS informed me that he owed taxes from 2011 (his ex-wife never filed) and placed a $400 per month levy on his SS payment. Will this affect his Medicaid eligibility, since every dollar of his monthly payment is owed to either the care facility, health insurance, or incidental expenses? He’s in NJ. How should I handle this situation with both the IRS and Medicaid?

October 14th, 2023

I received a Notice of Levy addressed to me but the taxpayer listed is an air conditioner repairman that worked on my AC. Why did I get the notice?

May 21st, 2023

As a non-US resident from the Philippines with US investments in Vanguard ETFs (VT and VTI) through a Singapore-based broker, I want to understand the estate taxation implications of these investments and whether I can avoid estate taxation by investing in non-US domiciled equivalents.

April 16th, 2024

How do railroad retirement provisions for total disability and occupational disability differ, and how is the total disability calculated?

July 5th, 2024

I am a home health care worker who has not been provided with a vendor ID. I am 76 years old, single (widowed), and made about $40,000 this year. I had $10,000 in medical expenses, including doctor bills. What should I do?

July 17th, 2023