Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Related Tax Questions
I was born in 1949 and was eligible for social security
I was born in 1949 and was eligible for social security benefits when I was 66. I am still working and planned on doing so until I was 72. However, a fellow employee recently retired and told me that … read more
Barbara
Barbara
Enrolled Agent, Paralegal
15,052 satisfied customers
On Social Security. I am also disabled and unnable to work
I am Retired Military and on Social Security . I am also disabled and unnable to work as a result . I have a Significant Tax Debt to the Federal Government . All Tax returns required by them have been… read more
Barbara
Barbara
Enrolled Agent, Paralegal
15,052 satisfied customers
I am 66 and going to apply for social security benefits. I
I am 66 and going to apply for social security benefits. I receive a disability pension from LAPD which was granted in 1982. Is this pension exempt from windfall provision since it was granted before … read more
Matthew Breecher
Matthew Breecher
President
MBA (Graduate Legal Studies)
394 satisfied customers
I am 67 yrs old and on a retirement annuity from the Federal
I am 67 yrs old and on a retirement annuity from the Federal Government. I've been working for a private company for the last 11 years and they have a 401 K retirement plan for each employee here that… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
29,926 satisfied customers
Is there a form to fill out to be TAX EXEMPT SECURITY
Is there a form to fill out to be TAX EXEMPT for SOCIAL SECURITY RETIREMENT BENEFITS and Federal Government RETIREMENT BENEFITS?… read more
Mark Taylor
Mark Taylor
Certified Public Accountant
Masters
4,994 satisfied customers
I am 46 years old. I was a federal employee years. I
Hello, I am 46 years old. I was a federal employee for 15 years. I contributed to Federal Thrift Savings Plan (TSP) throughout my career. I am now receiving FERS disability retirement and SSD. I am lo… read more
emc011075
emc011075
Tax advisor and Enrolled Agent
Bachelor's Degree
8,378 satisfied customers
Separation from service question on 401k early withdrawal exception
Separation from service question on 401k early withdrawal exception to 10% penalty: laid off at age 52 (2009) with 401k not touched since, until withdrawal in 2014 at age 57. Does 10% early withdrawal… read more
Tax.appeal.168
Tax.appeal.168
Principal
8,632 satisfied customers
My mother retired from the government in 1989 and was told
My mother retired from the government in 1989 and was told that she didn't have to file taxes for the state of Colorado. This year she filed with H&R Block and ended up with state taxes due. We need h… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
29,926 satisfied customers
My husband and I were both disabled in a car accident 12 years
My husband and I were both disabled in a car accident 12 years ago. We both get a Social Security Disability check plus we each have a personal disability policy. Mine will end in 11 months when I tur… read more
R. Klein, EA
R. Klein, EA
Tax Advisor
Master's Degree
4,670 satisfied customers
I have a diasability polivy throgh my optometric associatio
I have a diasability polivy throgh my optometric associatio that pays 4000 a month. In the policy it clearly states unearned income does not count against income towards there policy. I am 64 years ol… read more
Stephen G.
Stephen G.
Sr Financial & Tax Consultant
Bachelor's Degree
12,096 satisfied customers
i am 52. I suppose you could call me "retired", but I just
i am 52. I suppose you could call me "retired", but I just ended employment with my company to pursue another career on my own. I have $56,818 in a 401k. I am considering buying an annuity and receive… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I am off on total disability. Had cancer in my throat and have
I am off on total disability. Had cancer in my throat and have to have my vocal chords and voice box removed. Anyway, I can't get an answer from the IRS on the taxability of disability payments. They … read more
Jax Tax
Jax Tax
Senior Tax Attorney
Master's Degree
924 satisfied customers
My exwife retired years ago on a medical retirement through
My exwife retired years ago on a medical retirement through federal law enforcement. Her retirement income is a combination of pension and social security. She now wants to go back to work. She is 54,… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
My husband retired from the post office end of may 09. I work
My husband retired from the post office end of may 09. I work parttime and will make approx 14,000 this year. We both are collecting our social security and my husband is receiving a pension which our… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
Both wife and husband under 65 - both totally disable and ...
Both wife and husband under 65 - both totally disable and receiving social security - husband gets lump-sum disability retirement sum - at end of year any tax breaks available - when filing federal ta… read more
MequonCPA
MequonCPA
CPA Firm Owner
Master's Degree
1,732 satisfied customers
How do I determine if I can get preferential tax treatment ...
How do I determine if I can get preferential tax treatment on social security benefits if I'm over 65 years of age. Sec Section 72 of the IRS Tax Code.… read more
RD
RD
Self Employed
Master's Degree
5,572 satisfied customers
The police dept. I work for currently withholds social ...
The police dept. I work for currently withholds social security along with our mandatory Public Safety Retirement pension plan, what are the steps to opt out of social security due to the fact that we… read more
Zhicheng Lai
Zhicheng Lai
Master Degree
426 satisfied customers
I retired last year at the end of June. I took my full ...
I retired last year at the end of June. I took my full pension and 401K from my employer and rolled the entire amount over to an investment company. Each month I receive a monthly distribution of $150… read more
Christopher Phelps
Christopher Phelps
Sole Practitioner
Master Degree
1,180 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x