Full question: My 93 y/o mom just passed last month. I have been informed that I will have to file her 2023 W2 form. How and where? Hi there, Please contact your tax professional or the IRS for details on reporting income tax. Best of luck, Martha

Full question: My friend recently got widowed and her late husband had been receiving SS benefits. My friend is still working, will her income affect her survivor benefits being taxed ? Hi there, If your friend is still working and younger than her full (normal) retirement age – FRA, (between 66 and 67 depending on…

Full question: If a taxpayer went over their income limit for Social Security because they are under retirement age and they have to pay it back, is there any adjustment on their tax return because they already paid on 85% of their benefits. Hi there, This is largely a tax and IRS issue. The taxpayer…

Full question: I would like to file at 66 and 1 month for a birthday of 02/20/1957 but I’m still working. Is there a different tax rate if I’m not on my full age of 66 and 6 months? I’m going to continue working even longer but I need the money. Hi, Thank you for…

Full question: Do my retirement benefits increase because I am still in the work force and therefore still paying taxes? I am 67 years old, receiving monthly Social Security benefits and still working. Hi there, This is a great question. If you have already begun receiving your Social Security benefits you may still increase your…

Full question: For caring for my adult disabled child in my home, I receive Medicaid waiver payments designated as “difficulty of care payments” under notice 2014-7, which are excludable from my gross income for both income taxes and FICA. If I begin to collect early retirement benefits before my FRA, do these payments above $19,560…