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How to (legally) protect a small inheritance from the IRS?
April 22 2018 | Lee Martell

Posted on 04/22/2018 12:37:24 PM PDT by lee martell

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To: tired&retired

I think Bannister is simply a guy with a very strong moral constitution to do the right thing. Our nation could use more men like that.


161 posted on 04/23/2018 2:18:59 PM PDT by WASCWatch
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To: lee martell

I welcome anyone reading this on this thread to freep mail me or post here.

Has anyone filed their return on paper in the recent year or two? I am finding our lovely i.r.s. punishing paper filers like never before. I filed a late 2016 return 12/27/2017. It is now May 2018. I have to wait by the latest letter until 5/24 for them to either issue a refund or send me another letter. Any attempts to get them on the phone result in automated responses.

Is it time for our lawmaker to force the i.r.s to respect us old school filers and taxpayer that don’t trust the internet?


162 posted on 05/03/2018 2:21:22 PM PDT by George from New England (escaped CT in 2006, now living north of Tampa)
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To: tired&retired

I turned 63 last month. I wanted to start collecting at that time. But I have two tax returns being held up more than 4 months now that keep me from getting my retirment started.
Its a shame there is no way to get the I.R.S. to recognize those who need closer on returns to start retirement payouts.

Any suggestions would be appreciated.


163 posted on 05/03/2018 2:27:06 PM PDT by George from New England (escaped CT in 2006, now living north of Tampa)
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To: George from New England

Sorry, I thought I responded earlier.

I just take the copies of the tax returns and supporting documents to the Social Security. I’ve even gone with clients to SSA to explain them. They will use the copies to get your benefits correct.

I keep all copies of client returns perpetually, prior to my own retirement. Over the years I’ve taken my entire file of 20+ years to SSA to get them to correct their records. This was especially true for self employed individuals where no documents went directly to the SSA as the IRS must report the earnings to them.


164 posted on 05/05/2018 2:15:48 AM PDT by tired&retired (Blessings)
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