User Submitted Tax Questions

Read Questions Asked by Users and the Answers Provided by CPAs.

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Family Issues

Claiming Child on Tax Return

My ex in laws both receive SSDI in Florida. My mother in law has a property she rents out in Pennsylvania as extra income. They currently have been taking care of my 9 year old and will collect every bit of money they can. Will they have to file tax returns if SSDI or property is the only income they receive? I would like to claim my child but don’t want to be approved and then they turn around and claim her too.

Asked onSunday, February 26, 2023 by Kristyn
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Miscellaneous

Form 1099-R

On form under boxes 10 and 11 there is a large unnumbered box that has Insurance : $ typed in do I put that amount anywhere%?

Asked onSunday, February 26, 2023 by Don
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Tax Filing Tips

Carry over losses

I have a seasonal business that runs from March until the first week of December. I decided to try to sell the business at the end of 2022. By February 2023 no buyers emerged. So I closed the business permanently. I had no sales in 2023 but incurred expenses. How do I treat these expenses and sales of some assets going forward. I am a single member LLC filing as a pass thru.

Asked onSunday, February 26, 2023 by THOMAS
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Small Business

Can a written operating agreement allow for business to re-invest in itself without going to partners?

If one were to open a business (partnership) and they wanted the business to run as a separate organism (not connected to the partners- > no pass through taxation to the partners but a recycle of the profits back into the business), would it be possible with the use of an operating agreement or partnership agreement? If not an operating agreement, then how could the partners do this?

Asked onSunday, February 26, 2023 by STGL
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Credits

Adoption Credit For Failed Adoption

My wife and I attempted to adopt in 2021. We hired an adoption consultant (3k), who put us in contact with a home study. After we started the home study, we had a major financial expense come up and decided we could no longer afford a child. Are we still able to get a credit for unsuccessful adoption? Even if it was unsuccessful because we stopped trying, not because a birth mother quit? Also, is adoption consultant fees deductible? IRS says only reasonable and necessary fees are allowed. I think it’s reasonable, idk about necessary though because you don’t technically need one. But you also don’t technically need a lawyer, soo.. Thanks

Asked onSunday, February 26, 2023 by Alex
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Personal Taxes

Self- Employed, but barely worked last year due to family illness

I'm a self-employed realtor who wasn't able to work much at all last year as my wife had a mental health breakdown and it was necessary for me to tend to her and the children. Total income was under 2k. I did, however, incur normal expenses that far exceed that income amount. What do I need to be aware of as I do my taxes?

Asked onSunday, February 26, 2023 by Kyle
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Frequently Asked Questions

Is it okay for privacy to redact clients name and address on checks and invoices?

In California, When claiming income on my taxes can I redact clients name and address from checks and invoices for client privacy?

Asked onSaturday, February 25, 2023 by Rochelle
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Deductions and Write-Offs

Reverse Mortgage

Last year I did a reverse mortgage refinance into another reverse mortgage with a lower interest rate. I just got a 1098 which apparently shows the interest paid on the original reverse mortgage because it is $125000. Can I now deduct the interest paid for the original loan?

Asked onSaturday, February 25, 2023 by Christina
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Deductions and Write-Offs

Rent to own Would I be taxed in the year I get a $30,000 down payment or when I sell?

I would also like to know if my tenant gives me a sum of money every year would I be taxed in that year on that many or when the place sold? I live in California and I live on one side of the duplex.

Asked onSaturday, February 25, 2023 by Sue
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Personal Taxes

CTC refund 2021

If you received the stimulus checks did you automatically get the child tax credit advanced payments in 2021

Asked onSaturday, February 25, 2023 by Dana
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