Where/How Do I File?

Who can I contact to assist me in getting my vested pension money from my past employer ?

Asked Friday, December 01, 2000 by an anonymous user

CPA Answer:

You can contact the Pension and Welfare Benefits Administration of the Department of Labor (PWBA). To find out your local office call 202-219-8776 or write to US Department of Labor, PWBA, Division of Technical Assistance and Inquires, Room N-5625, 200 Constitution Ave., N.W. , Washington, D.C. 20210.
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Where/How Do I File?

Is there a website that includes a database of Public Records ?

Asked Tuesday, November 28, 2000 by an anonymous user

CPA Answer:

www.pac-info.com provides access to over 2,000 databases of public records. It includes information from US, Canada and International records divided into categories. The database includes records of licenses for CPAs and public accountants.
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Where/How Do I File?

Is there a website to check mutual fund risk ratings and portfolio allocations ?

Asked Monday, November 13, 2000 by an anonymous user

CPA Answer:

Yes. You can check risk ratings and portfolio allocations in Morningstar Mutual Funds at http://www.morningstar.com
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Filing Status & Requirements

Must I itemize my deductions if my filing status is married filing separately?

Asked Friday, October 27, 2000 by an anonymous user

CPA Answer:

If the filing status you are using for filing your individual income tax return is "married filing separately” and your spouse itemizes his or her deductions, and then you must use your itemized deductions even if your standard deduction exceeds your itemized deductions.
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Filing Status & Requirements

Separated from Spouse - Can I file as Head of Household

Asked Friday, October 27, 2000 by an anonymous user

CPA Answer:

If you lived apart from your spouse and your child lived with you for most of the year, you may qualify as unmarried head of household if the following criteria are met.
Your spouse was not a member of your household during the last 6 months of the year. You provided over half the cost of keeping up the household. You maintain your home as the principal place of abode for your child, stepchild or adopted child for more than half of the year.
You are entitled to claim the child as a dependent. Speak to your local CPA if you still have a question about your filing status on your tax return.
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Where/How Do I File?

Is there a list of qualified tax-exempt organizations for purposes of a charitable contribution deduction?

Asked Tuesday, October 24, 2000 by an anonymous user

CPA Answer:

The IRS created a list of qualified tax exempt organizations for purposes of a charitable contribution deduction. The list is included in IRS Publication 78. It can be accessed at http://www.irs.ustreas.gov/bus_info/eo/eosearch.html
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Where/How Do I File?

Social Security- getting records

Asked Monday, October 23, 2000 by an anonymous user

CPA Answer:

In light of the current budget situation, SS has suspended issuing Social Security Statements.To request a detailed statement of your employment history, Go to the Social Security Administration website at http://ssa-custhelp.ssa.gov/app/answers/detail/a_id/72 and click on the Request for Social Security Earnings Information and mail it to the address on page two of the form. The Social Security Administration says to “Please allow four months from the date you submit the form for a response.”
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Where/How Do I File?

How can I get a copy of my medical information file?

Asked Monday, October 23, 2000 by an anonymous user

CPA Answer:

Many people don't realize a medical information file is kept on them. It is similar to your credit report that is used by lenders to consider you for a bank loan. You can request a current copy of your medical information file by writing to the Medical Information Bureau at PO Box 105, Essex Station, Boston MA 02112 or call the bureau at 781 329-4500. If you see a mistake on your report you have the right to request that it be fixed. You will have to prove that the information is incorrect.
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Where/How Do I File?

Is there a listing available for choosing a nursing home ?

Asked Monday, October 23, 2000 by an anonymous user

CPA Answer:

Visit http://www.medicare.gov/Nursing/Overview.asp to get current information from the US Government . the most current information.
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