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This is a financial question related to Social Security. 67
This is a financial question related to Social Security … read more
NelsonProTax
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Master's Degree
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My grandmother named Esther Sardinas which was born in
my grandmother named Esther Sardinas which was born in Izmir,Turkey in1877 and became a u.s citizen have a fund in chemical bank. my name is***** and I am the heier of this fund. I asked the social se… read more
Rick
Rick
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Got a letter from SSA "Retirement, Survivors and Dissability
Got a letter from SSA "Retirement, Survivors and Dissability Insurance". It states that you should apply within 6 months however I never requested to apply for such a thing. I am retired 12 years now … read more
Dr. Fiona Chen
Dr. Fiona Chen
President
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I will turn 70 years of age next year. I have two IRA's from
I will turn 70 years of age next year. I have two IRA's from which I have not drawn down anything. Neither are Roth IRA's. I also have a brokerage account. How do I figure how much I must draw out of … read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
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I'm 66 in April so can I start social security in January
I'm 66 in April so can I start social security in January with the 66 benefits … read more
Barbara
Barbara
Enrolled Agent, Paralegal
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I am aware of the ability to withdraw contributions to a
Hello Barbara,I am aware of the ability to withdraw contributions to a Roth IRA tax and penalty free. As a hypothetical, if I have 50k in a Roth, with 25k being contributions and 25k return on investm… read more
Barbara
Barbara
Enrolled Agent, Paralegal
10,679 satisfied customers
I turned 70 1/2 Feb 2017. I filed and received refunds from
I turned 70 1/2 Feb 2017. I filed and received refunds from Fed and State (NJ). I did not include RMD for a simple IRA I have with Chase. Can I include 2017 and 2018 RMD in the 2018 tax or do I have t… read more
Lane
Lane
JD, CFP, MBA, CRPS
19,743 satisfied customers
I HAVE A QUESTION CONCERNING IRS CONTRIBUTIONS.. My husband
My husband turned 70 in April. Can he make a contribution to a traditional IRA after he turns 70, but before he turns 70 and 1/2? … read more
Lane
Lane
JD, CFP, MBA, CRPS
19,743 satisfied customers
My husband passed away March 4,2015. He was 67. I was 70. I
My husband passed away March 4,2015. He was 67. I was 70. I originally set the IRA up as s Spousal Inherited IRA so that I would not have to take RMD until he would have been 70 1/2. In Feb. 2016, I t… read more
Lane
Lane
JD, CFP, MBA, CRPS
19,743 satisfied customers
I received form 8009-A from IRS and they checked box 9 - "the
I received form 8009-A from IRS and they checked box 9 - "the exemptions name and/or taxpayers ID number missing or incomplete or do not match our records. I am not really sure what they need to finis… read more
Angie
Angie
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393 satisfied customers
I am 70 and will turn 71 in April. I am still working full
I am 70 and will turn 71 in April. I am still working full time and paying into a company 401K. I have a IRRA from a previous employer. Do I have to start taking out distributions from either account?… read more
Lane
Lane
JD, CFP, MBA, CRPS
19,743 satisfied customers
RMD still working question: at age 72 currently working
RMD still working question: at age 72 currently working for another company where I do have403b plan. From my previous employee I have TDA as 403b also. I am taking the RDM for from this fund.If I tra… read more
Robin D.
Robin D.
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I am asking about the RMD (Required Minimum Distribution)
HI I am asking about the RMD (Required Minimum Distribution) for IRA funds when one's age exceeds 70.5 years. 1. If in a previous year, one distributed/cashed out more than the year's calculated RMD a… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
31,917 satisfied customers
Last January I started receiving income from rental properties,
Last January I started receiving income from rental properties, which were left to me in a trust. Up until then I had been living on my Social Security and never earned enough to file taxes. Of course… read more
Robin D.
Robin D.
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Vocational, Technical or Trade School
17,888 satisfied customers
Context: I am Singapore citizen working in US on H1B. Filed
Context: I am Singapore citizen working in US on H1B. Filed taxes jointly with my wife for tax year 2011 (on F1/OPT) and 2012 (mostly on H1B since Apr). Question: For TD F 90-22.1 reporting purposes: … read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,659 satisfied customers
Hi: I have taken your advice and looked at both married joint
Hi: I have taken your advice and looked at both married joint and married filing seperate. It apprears that because of my social security being exempt that we are best filling married seperate. My wif… read more
Tax.appeal.168
Tax.appeal.168
Principal
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We received a letter from my husbands company. He has been
We received a letter from my husband's company. He has been retired since 1991 at the age of 45. He applied for social security disability in April of 2002 as a result of a fall from a ladder. His com… read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
My parents live in Louisiana. They are 70 and 73 years old. They
My parents live in Louisiana. They are 70 and 73 years old. They live off of Dad's military retirement and social security. They do not own their own home. In the past they have received very small re… read more
Wendy Reed
Wendy Reed
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