Unanswered Tax Questions

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

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Investment and Finance

Ramifications of Selling 1031 property on Contract for Deed-Missouri

Asked onThursday, February 16, 2023 by Gary

We purchased a mini storage in Oct 2020 with 1031 funds. We are ready to sell, can sell with realtors but were approached by a business man to possibly sell on contract for deed. How does this affect the 1031 sale, do I have to repay the deferred taxes when that contract is initiated or will it stay deferred until paid in full by the buyer? Do I continue to take any depreciation associated with it while on contract or does that stop? Trying to figure out what will take place if sold that way as opposed to just getting it all paid in full when sold.


Tax Filing Tips

Threshold

Asked onThursday, February 16, 2023 by Jared

Ok, so I do business through PayPal and made just around 10k and had 93 recieved transactions for the year of 2022. I called PayPal and they said they only issue forms to those who meet the annual $20k and 200 transactions threshold and that reporting it to the irs is not needed. I have been paying through quarterly vouchers since I do freelance art. Have I been needlessly paying? Do I need to report my income? What do I do?


Tax Forms

Tax Form W-4P

Asked onThursday, February 16, 2023 by Michele

My husband needs to fill out the W-4P for an annuity he will be receiving monthly. We file jointly; he is retired and I'm still working. How do we fill that out so he doesn't get taxed as a single?


Nonresident Tax Issues

tax obligations for foreign owners of US LLCs

Asked onThursday, February 16, 2023 by Diogo

What are the tax obligations for foreign owners of US LLCs selling print-on-demand products to customers in the US threw Etsy, and do they need to pay taxes in both the US and their home country? As far i know, i have to fill both Forms 1120 and 5472, but i am not sure whether i am considered " engaged in US business ", therefore I'm not sure to who i should pay taxes to, US or my home country ( Portugal ), my country has a tax treatment with the US to avoid double taxination.


Personal Taxes

EI Clawback

Asked onThursday, February 16, 2023 by Colton

Hi, in Canada I have to repay my EI for 2022, does this lower my overall income in the 2022 tax year, or the 2023 tax year or am I still liable for paying taxes on money I had to pay back?


Personal Taxes

Filing

Asked onThursday, February 16, 2023 by Carla

I'm retired collected 11280.00 social security no taxes withheld do I have to file


Payments and Penalties

Estate Taxes

Asked onThursday, February 16, 2023 by Maggie

My mom passed with an regular IRA and an IRA annuity, with the beneficiary listed as her estate for both. Lawyers, who setup mom’s will and had all of her asset information before she passed, advised us to distribute all funds to the estate account, which was used to pay remaining debt and then distributed to the estate beneficiaries. We then filed taxes for the estate (1041 form) and ourselves working with the CPA at the law firm, with each of the estate beneficiaries paying income taxes on the money that was received from the distributions. The amount in the estate account was under $750,000 and the lawyers advised that we wouldn’t have to pay federal estate tax because it was less than the exemption amount. Fast forward to 2023 (tax year referenced was 2021), and we receive a notice from the IRS that the estate owes over $200,000 in taxes stating there was an error in the 1041 form that was completed by our CPA. We’re working with them now, but trying to understand if there will be taxes due on any of the assets.


Retirement

Federal Withholding Tax On My Pension

Asked onThursday, February 16, 2023 by Ron

PA doesn’t tax pensions, but the federal government does. Roughly how much will the feds tax my pension? I need to know this in order to plan when to retire. This year? Or next year. Thank you very much for your assistance.


Payments and Penalties

Owed taxes

Asked onThursday, February 16, 2023 by Ollen

Do i owe any money to the irs?


Tax Filing Tips

Our daily pay fees tax deductible?

Asked onThursday, February 16, 2023 by Danny

I use daily pay. It is a company that allows me to get my paycheck early. They charge $2.99 every time I make a withdrawal against my paycheck. Am I able to file those fees as a tax deduction?