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How Long Can the IRS Levy on Social Security?

Did you know that the IRS can levy a portion of Social Security payments to satisfy tax liabilities? If the taxpayer does not make full payment, enter a payment agreement, or an offer in compromise the IRS has the administrative right to levy without a court order. What makes this

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Who Takes Care of Your Social Security Income if You Aren’t Able?

We all know it happens . . . Social Security fraud; in fact, there was a recent article of a granddaughter, who cashed her late grandmother’s benefit checks for over $440,000 (find more at https://www.theintelligencer.com/news/article/Feds-seek-prison-for-woman-in-440K-Social-16220262.php WHICH PROMPTED ME TO SHARE THIS: Just as important as checking your retirement benefits at

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RMD’s and recent changes to retirement plans

Tax Time Guide: IRS reminds taxpayers of recent changes to retirement plans | Internal Revenue Service normally plan account owners begin taking an RMD annually starting the year they reach 70 ½ or 72, depending on their birthdate and maybe the year they retire (SECURE) Act changed the age when

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2021 Discounts for Seniors (starting at age 50 and up)

It’s surprising how much is out there to help reduce expenses for Seniors! Bear in mind, though that some business are NOT allowed to ask you if – you would like a discount. Along the way, this question offended an individual, so asking for available discounts will better serve you.

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Economic Impact payments & Recovery Rebate Credits

You may or may not be eligible for a recovery rebate. If you received the two payments below made in 2020 and 2021, there is no need to act. 2020 first Economic Impact Payment was $1,200, $2,400 if married filing jointly and $500 for each qualifying child in 2020 2021 second Economic

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What’s New for 2020 Tax Filing

Mortgage insurance premiums – The itemized deduction for mortgage insurance premiums has been extended through 2020. You can claim the deduction on line 8d of Schedule A (Form 1040 or 1040-SR) for amounts that were paid or accrued in 2019.

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