SRS

SRS: Important reminders if your property is held in a trust

Since the Los Angeles fires you may have read that some homeowners are having difficulty with their property insurance...

SRS: REAL ID deadline is May 7, 2025  

The DMV is reminding Californians there are just a few days remaining before the U.S. Department of Homeland Security...

SRS office closed Friday, April 4

Due to a planned power outage the SRS office will be closed on Friday, April 4. We will still...

SRS: The Senior’s Secret to Deducting Charity Donations

Many Villagers no longer receive a tax deduction for their charitable donations because they take the standard deduction rather...

SRS Reminder: Property tax due April 10

Don’t forget that Thursday, April 10 is the last date for paying your second installment of your Santa Clara...

SRS: Reminder—File for parcel tax exemption by May 31

If you wish to file for an exemption from the annual $125 Evergreen School District parcel you must do...

SRS: Itemized deductions for California?

Even if you claim the standard deduction on your Federal return you may want to take an itemized deduction on your California return. Many...

SRS: Sites for free tax preparation for seniors

On Thursday mornings there is an AARP/IRS sponsored site for free income tax preparation at The Villages. Thursdays might not be a convenient day...

SRS Notice: You might receive a new Medicare card

How would you react if you received a new Medicare card in the mail along with a letter telling you to destroy the old...

SRS: Preparing to do your income tax (the right way), plus tax appointment update

Update: The Evergreen Community Center is now taking tax preparation appointments by phone and drop-in. To make an appointment call 408-270-2220. How to prepare to...

SRS: Tax appointments for 2024 tax returns

To make an appointment, call the Evergreen Community Center at 408-270-2220. Appointments will be scheduled in mid-January by the Evergreen Community Center. Your appointment will be...

SRS: While the family is together, start the new year positively

Riley visits her mother weekly. Recently one of Mom’s swimming buddies passed away, the day after they had met at the grocery store. On...

SRS: Be aware of jury-related scams

Are you worried about scams? Most of us are. Scammers can seem so realistic with their stories that many people get caught in their...

SRS: Get ready for tax season with SRS’s Tax Preparer handout

The SRS Tax Preparer handout has been updated for the coming tax preparation season. The list gives contact information for four Enrolled Agents (EA)...

SRS: Changes to Medicare Premiums in 2025

In 2025, Medicare recipients will see changes to their Medicare premiums and to the surcharge tiers. 2025 Tiers and Premium Amounts High income taxpayers pay an...

SRS: Remember to review your will and estate plan

Recently a Villager was overheard telling his golfing buddies, “I had my family trust done in 2008, so I’m done with worrying about it!”...

SRS: How Long to Keep Tax Returns and Records?

How long should you keep tax returns and other records? The answer depends on the type of document and the kinds of transactions you...

SRS: Social Security announces COLA for 2025

The Social Security Administration has announced an annual cost-of-living adjustment (COLA) for 2025 of 2.5 percent. According to the SSA, the 2.5 percent increase...

SRS: DMV eliminates written knowledge test requirement for most California Driver’s license renewals

In a press release dated September 30, 2024, the California Department of Motor Vehicles (DMV) announced that drivers 70 years old and older in...

SRS: It’s time to think about Medicare

Medicare Annual Enrollment Period (AEP) runs from October 15 to December 7 each year. This is when you can review your Medicare coverage and...

SRS: Moving is never easy, but SRS can help

Your good friends really want to move to The Villages, but they claim they just cannot face the thought of all the effort involved...

SRS: You may be able to postpone your property taxes

In early October you will receive your property tax bill for December 10 and April 10. The State Property Tax Postponement (PTP) Program allows...

SRS: Should your Mom or Dad still be driving?

If you are concerned about a member of your family, AARP has a free online seminar about how to talk with the driver. Go...

SRS: A guaranteed home for your spouse or partner

H and W married 15 years ago and moved into H’s condo in The Villages. Both H & W have adult children from prior...

SRS: Choosing the right trustee for your living trust

A revocable living trust is a means to pass assets to heirs without going through probate court proceedings. If you are the creator of...

SRS: Who is responsible for transferring your low property tax base?

A Villager (we’ll call her V) sold her Almaden Valley residence and moved to The Villages. She vaguely knew property tax law allowed the...