Social Security & Taxes - HELP!!
(Palm Springs, CA.)
When my friends tax guy died, I started doing his taxes with turbo tax. I thought I was doing a very proficient job (I separated, calculated everything) and bought Turbo Tax and followed all the questions.
I did this for 4 or 5 years.
Eventually his health became an issue; he eventually did very few lockouts (had a defibulator put in) and went to apply for disability (He had paid into for 50 years I think) and was denied due to the lack of credits.
I was shocked to find out that he didn't have enough credits and it was since I had been doing his taxes. I am devastated. Can we somehow go back and re-do the taxes? Can he somehow still get disability at all? With no income now, would he quality for supplemental help?
I am devastated as I think I obviously did not know what I was doing and now it appears MY fault that he is lacking the credits. He REALLY does need the disability now (he collects $724 in his social security) but I feel I should do something as I am probably to blame for these stupid errors.
I know you are probably busy, but any help is greatly appreciated.
Many thanks and joy to you!
Wendy: What a horrible situation to be in! Unfortunately, I have no idea how to help you!
To the right, there is a Legal Book == if you click on it and visit the website, then hit CONTACT US in the top left corner. That's where they have an ASK AN ATTORNEY feature.
I think it costs a few dollars, but I think it would be money well spent. They are nationwide, so perhaps they have a specialty attorney to refer you to- or can tell you how to appeal the decision.
Wish I could help... sorry!