Recent content by cathy63

If she claimed on her own record before he claimed on his, then I don't think her prior claim would automatically be adjusted after he applied. I think she has to apply for benefits on his record once he starts collecting. They should probably visit an SS office to make sure they are both...

Charging nothing or $1 makes no difference from a tax perspective. I don't know if it matters from a legal perspective. To the IRS, what matters is the amount the neighbor and/or the farmer would have to pay for the use of similar property if the owner weren't trying to be a nice guy. Take...

The newer statements show the earnings that were taxed, but not the amount of tax paid, which is what Time2 is looking for. I don't think there's any way to get the itemized info on amounts you and your employer paid into SS, only the totals which are shown at the bottom of the statement. You...

It is tragic and sadly, you can't protect your kids by living in an area where people have $600K homes. All you can do is have compassion and sympathy for the family, and keep talking to your own kids about the choices they'll have to make as they get older. We went through something similar...

I think he meant they each have homes valued at over $600K.

You might be able to get a break on your property tax if your state/county has an exemption or discount for land that's used for agricultural purposes. Whatever you do pay in property tax for the land is deductible on Schedule A of your federal tax return subject to the $10K limit for state and...

The letter may have been lost in the mail. If you have an irs.gov account, then click on Notices and Letters and see if there's any info there. That may save you the time and effort of combing through transcripts. If you do need to read the transcripts, then addition to SecondCor521's advice on...

Just because you receive a 1099-R doesn't mean that you have to pay tax on the amount withdrawn. When a withdrawal is taken from an IRA, then the "taxable amount not determined" box on the 1099-R will be checked. That means some or all of the amount withdrawn might be taxable, but the custodian...

Are there other districts in CO aside from your target district that would have a lower COL and would be more tolerable than where you are, even if not as ideal as your first choice?

Create an IRS.gov account for each spouse. Login and check both spouses records. If they're different call the IRS at 800-829-1040. If they both show $0 balance due, then it's ok to ignore the letter.

It will be interesting to see if these credit card fees are allowed in California now that the AG has confirmed that the new junk fee ban applies to other types of restaurant surcharges. No more hidden fees. Junk fee law bans restaurant surcharges

I believe the Stock Connector Add-In would do what you want. It supports Excel 2021 and is free for up to 50 stocks. If you need more than that, it's $20 for unlimited data. https://www.michael-saunders.com/stocksapp/pages/info.html

There are many desktop versions of Excel, including the Office 365 desktop version which does not necessarily require a subscription. It sounds like you have some older version of the software, so it might be helpful if you tell us what you do have. Is there a "Help / About" menu in your...

Use the numbers from shareholder services. The differences are small enough that it shouldn't have much of an effect on the tax you'd owe. In the very unlikely event that the IRS has questions or concerns about it, then "I relied on the company that held the shares and conducted the sale to...

They can do some due diligence to make sure a recipient of a check they create is a 501c3. As rk911 pointed out, it's easy enough to look them up by ein or even by name and address. The IRS has a tool: https://apps.irs.gov/app/eos/ The only other thing the broker can do is to provide the...