With a house valued at 250k (70k equity inside) and remaining assets totaling 100k, 80k in another country (Cambodia), could you send me a template for a will to ensure it all goes to one person if I die? If that person is unable to receive, then it goes to another? My Stateside address is in North Carolina. Additionally, what are the implications if one of my beneficiaries is not a US citizen with a SSN, and what are the tax obligations for someone with an ITIN vs an SSN?
June 10th, 2024
I am a 1040 filer (married filing single) and received IRS correspondence relating to my 2020 Form 1040. I received a CP2000 notice from the IRS and responded via fax stating I do not agree with the changes, but never received a response. I then received a CP3219A notice, which also allowed me to resolve the matter via fax, but again, I have not received a response. The CP3219A notice also provides a deadline to challenge the determination in U.S. Tax Court. Should I attempt to contact the IRS to check the status of my responses, send another response via US Postal Service, continue to work with the IRS after the U.S. Tax Court petition date has passed, and quantify the risks?
January 26th, 2024
Can I get a copy of my 1975 tax return (Form 1040) from the IRS, and if so, how can I obtain it?
December 3rd, 2023
I lived at 17 South Crest Rd. I no longer live at that address. The IRS sent 5 checks to that address in 2020. How can I find out whether the post office sent those checks back to the IRS?
March 3rd, 2024
I received a letter from the SSA about higher Medicare premiums for 2021 due to income adjustments. I need to complete the SSA-44 form because of a life-changing event. My 2021 MAGI was $89,000, which is below the $91,000 threshold. Which SSA-44 form should I use, 2020 or 2021, and how do I proceed with the appeal?
November 13th, 2024
I am trying to get an appointment in the Abilene, Texas office to make a payment due to an error in my 2021 tax return. I am having difficulty with the appointment line and the online system due to my address. How can I secure an appointment to make this payment?
November 7th, 2023