Unanswered Tax Questions

Questions Asked by Users That Have Not Recieved a CPA Response.

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Credits

How do I get child tax credit with only SSI and child support?

Asked onMonday, May 01, 2023 by Angela

I am waiting still on my amended return from last year so idk how that works with filing this year. But, I was told I should still qualify for CTC this year even though the only income I've had is child support and SSI. But, I have no idea how to do it.


Bookkeeping & Write-up

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Asked onMonday, May 01, 2023 by Ted

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Small Business

DBA Name Change and Business Shift

Asked onMonday, May 01, 2023 by Julia

I have a current DBA that I have filed for 2 years. It is a graphic design business and I do book covers. Recently, I have gotten more web design and want to re-brand and change the name. Do I have to file a name change with the IRS? I already have the other name registered with my state and the new business is web design and branding not book covers, which is a different buisness even though the codes are the same on the tax form for specialized design services. I am a sole proprietor and have no EIN just my Social if that makes a difference. And if I don't do the name change would that mean two Schedule Cs for my 2023 taxes?


Tax Filing Tips

Just married can we both keep our single tax withholding status?

Asked onSunday, April 30, 2023 by Joseph

We Married in April 2023. My salary is $75k current payroll withholding is still Single zero. Her salary is $100k current payroll withholding still Single-3 deduction. Next year for 2023 we will file married filing jointly. Can we both keep our current payroll withholding statuses with our employers, so that we get a bigger tax return? Should she change her deductions to 1 or 2?


Tax Forms

Question about 2023 W4

Asked onFriday, April 28, 2023 by David

I have a question regarding step 2 of the W4 form. I started a new job and the form has changed from last time I filled one out. I work as well as my wife, so 2 jobs. I make $180,000 a year and she makes $40,000 so there is a gap between our pay. I thought I read that when filing out step 2 this gap could cause the IRS to hold out more taxes from each of my paychecks each time. I just want the minimum taken out so that i don’t owe or owe too much at the end of the year. Do I need to fill out step 2 and if so how so I can have the minimum taken out. Thank you


Retirement

Federal tax applied

Asked onFriday, April 28, 2023 by Janice

I am senior, as of 0ct 1, 2022 l am no longer employed and have been receiving my doc sec. At first my taxes showed refund. Upon receiving my soc sec form of funds received for retirement since March 2022 l inserted the amount and it now indicate l owe roughly $2500. What can l do?


Tax Filing Tips

Do we need to file Form 1065

Asked onFriday, April 28, 2023 by Steven

I got an EIN for a partnership with my wife in January 2022. Our intention was to start a Maryland Family Farm LLC but we didn't get that done. Do we still need to submit a form 1065 or is the Schedule F we have been filing sufficient until we get the LLC established? We didn't make a profit in 2022 but we should in 2023.


Family Issues

Non resident spouse.

Asked onFriday, April 28, 2023 by Megan

I am a resident of Ontario. My husband is American and lives in the USA. Do I have to claim his US income on my Canadian taxes?


Small Business

Dropshipping

Asked onFriday, April 28, 2023 by Dylan

What type of documentation do I need to start a drop shipping business to cover myself for taxes and other state laws for new york. I will be using a third party seller located in China to ship the products directly to the customer after I receive the order off of shopify.


Investment and Finance

Where should I put 1099-B for my child's UTMA

Asked onThursday, April 27, 2023 by GARY

When my parents died, they left money to my children. We put that money in an utma account. Now I receive 1099-B, 1099-INT, and 1099-DIV forms. Do I put that info on my return or do I need to file returns for my kids?