Dollar_sign_with_fireworks-extension-fsa-cop_medium personal finance

The Financial Security For All Community of Practice (FSA CoP) is a community of Cooperative Extension family economics professionals who provide research-based information about personal finance topics to help people manage their money wisely and improve their lives.

(This group currently has 33 experts available to answer questions)

Questions asked to this group

L-9 tax return requirements

My mother in law passed away in 2011. She was in her 90's and had not worked for years prior to that. She worked as a waitress with very low income. Her son as the executor of the estate and also a Class A beneficiary is asked to include her last tax filed form with an L-9 form for a waiver on inheritance tax. Not sure how to get that information after more than 10 years. Is there a limitation on how many years back that you have to provide that information?

Middlesex County New Jersey Posted about 24 hours ago

debts left by deceased spouse

Is a surviving spouse responsible for the debts of her deceased spouse if the debts are only on his name.

Alachua County Florida Posted 10 days ago

Length of time to keep My 2016-2017 Monthly Prescription Drug Summary.

How long do I keep my 2016-2017 Monthly Prescription Drug Summary ( Medicare/Medicaid)?

Douglas County Georgia Posted 19 days ago

Happy

I'm happy that I'm getting my refund but on line say they will mail it but win I check it it say direct deposit witch one is it.I did a amended on my return but the first one had a direct deposit number on it but my amended didn't.

Escambia County Alabama Posted about 1 month ago

Social Security institutions

Are social security institutions a financial or non financial organizations?

Outside United States Posted about 1 month ago

FICA after retirement

Will FICA tax be taken out of my income once I retire and do not have a paying job?

McKinley County New Mexico Posted about 1 month ago

Financial records after death

Both of my parents have been deceased for over a year. There was not much excess at the time; the cash from their savings account was divided between the 5 children. How long do I need to keep bank records and bills receipts?

LaSalle County Illinois Posted about 1 month ago

high school diploma; replacement

High school diploma, lost. Replacement(duplicate?) Is there an easy way to obtain a high school diploma duplicate? How?

Cumberland County North Carolina Posted 3 months ago

apartment move- in

I'm wanting to move into an apartment. Birth certificate is lost; having trouble obtaining duplicate. Assistant manager says, you can have a self- affidavit. Don't know anything about it, don't know if it needs to be signed, notarized etc.





Cumberland County North Carolina Posted 3 months ago

Why are they deducting w/sui

I thought unemployment funds were already taken out of my check under my federal and or state tax deductions. Why is it taken out again under post tax deductions?

Sussex County Delaware Posted 3 months ago