Cate9
Employee Tax Expert

Retirement tax questions

Hi Sandy!  Thanks for the reply.  As previously posted, the Taxpayer Advocate service can help you get results from the IRS.  You may even have a local office that you can use.  You can find them at this link. https://www.taxpayeradvocate.irs.gov/contact-us/#FindlocalTAS

 

It does sound like you could use some tax advice about whether or not you need to continue to have federal withholdings taken from your social security payments.  If you would like, you can call TurboTax and one of our experts can look over your 2022 tax return to better assess whether you should have to file at all. I understand you use the refund to pay your property taxes, but, using the IRS as a savings account can cause you delays in accessing your money.  As you currently see!  Some states also have a property tax credit program for low income seniors that you may benefit from as well.  That usually does not require a tax return and can be filed directly with the state. I hope this helps.  

 

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