Unanswered Tax Questions

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Personal Taxes

If I filed a for a tax extension

If I filed for. A tax extension but found my paperwork can I still file my return motions in April

Asked onFriday, March 17, 2023 by Kathryn
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Deductions and Write-Offs

NY gambling deduction for NJ earnings/NJ resident

Hi, I'm a NJ resident, filing in NJ, but have some W-2 wage income in New York, so I need to file both states. I also have gambling earnings in New Jersey, but fully offset by losses (as per the federal level). For color, because of reporting and not actual earnings, I earned w2g's to the tune of $7mm....not true income as it's actually just activity and offset to zero when netting true losses. Now when I do my NY state tax, the standard way looks to take a factor of my NY state income by my federal AGI (pre-gambling deductions). But because of the federal AGI pre-deduction, it is putting me in the second highest bracket for NYS despite my actual NY income being nowhere near that. Shouldn't deductions come into play here? I know you can add deductions in the IT-196, row 29, but can that only be done for losses in NY or federal/NJ losses? Just seems weird that i would be put in the highest bracket for earnings not actually made. Thank you all in advance for your help, Johnny

Asked onFriday, March 17, 2023 by Johnny
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Small Business

SEP Contribution by a LLC that is Owed by a Family S-Corp

Can a LLC which is owned by, and the incomes & expenses flows into, a family S-Corp have earned income? The reason for the question is that the LLC would like to make a SEP contribution on the LLC income for the 4 shareholding that own the S-Corp.

Asked onFriday, March 17, 2023 by John
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Tax Forms

what 1040 form to list sale of stock?

A Senior relative sold small shares of stock this year. He is filing on 1040SR. should he list the amount earned from the sale of the stock on a Schedule "d" form? this stock has been in his possession for over 40 years. So the sale of the stock would be 100% profit. Is there anything else he would need to do? thank you, Rosanne Maschek

Asked onFriday, March 17, 2023 by Rosanne
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Payments and Penalties

do you need to have paid 80% of your taxes prior to the end of the year to avoid a penalty

Must you have paid at least 80% of your taxes prior to the end of the year to avoid a penalty

Asked onFriday, March 17, 2023 by Marjorie
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Personal Taxes

Can I file on time

I recently filed for a tax extension because I didn’t have all my papers, but now I have everything I need. Can I still file my return on time even though I was granted an extension

Asked onFriday, March 17, 2023 by Kathryn
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Home Ownership

Does this purchase qualify for a FIRPTA exclusion?

I am in the middle of buying a condo, in which I plan to personally reside for the foreseeable future. I am a US citizen, the seller is not. The condo is about $230,000. Do I need to withhold 15% for FIRPTA, or not?

Asked onFriday, March 17, 2023 by Sarah
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Personal Taxes

Paper filing

If I am paper filing with no payment attached , what gets sent with my 1040 form? If it is my W2s what is the proper way to attach them?

Asked onFriday, March 17, 2023 by Nailah
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Nonresident Tax Issues

MT state income tax issue

My wife and I live and work in TX, which has no state income tax. I worked part of the year in MT, and earned roughly $15,000 there. I didn't file a state return through my usual software because it wanted me to use my full joint federal income as my MT taxable income. I believe only the $15,000 I made in MT is taxable, but I see nowhere to file this unless I do it my self and mail it in and even then I can't find a clear answer as to what the actual MT taxable income is. I don't want to file myself and be wrong.

Asked onFriday, March 17, 2023 by Austin
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Deductions and Write-Offs

Oklahoma standard deduction for people 65 and older

What is the oklahoma tax standard deduction for people 65 and older

Asked onFriday, March 17, 2023 by Mike
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