Unanswered Tax Questions

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

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Tax Forms

Dual status tax paying

Asked onSunday, February 25, 2024 by Sanjana

I have a query about filing tax returns for 2023. Some background information - I first entered the US in May 2022 as a J1 research scholar for a 1 year duration. I did not have any income and filed a form 8843 for the duration of Jun - Dec 2022. After completing my program, I transitioned to J1 Alien physician in Jun 2023. Does this mean that I have to file form 8843 for the duration of Jan-Jun 2023 and form 1040 from Jun-Dec 2023? And should I file 1040 or 1040-NR? Kindly help. Thank you


Credits

Premium tax credit

Asked onSunday, February 25, 2024 by Catherine

My son has insurance through the affordable care act. He pays $42 a month. Apparently his employer pays $217 a month. When he did his taxes it took him through the premium tax credit, but it did not give him a credit. In fact, it increased his taxes by $399. His adjusted gross income is $31,728. Thank you.


Credits

Premium Tax Credit

Asked onSunday, February 25, 2024 by Catherine

I have health insurance thru the ACA. My employer contributed $217 monthly. I paid $42. My AGI is $31,728. I used free tax usa to file and it did the Premium Tax Credit but it increased my taxes my $399. Why? Also, I accidentally said no to the question about household members having insurance. Should I amend to fix that?


Personal Taxes

Filing late

Asked onSaturday, February 24, 2024 by Christopher

i need to file my 2022 tax forms that were due october of last year, is there a way to do it online without sending them in the mail or buying turbo tax which is $80 for the software alone? I used turbo tax online for this year but they said I would have to buy software to do the previous years taxes. Thanks


Tax Forms

How do you fill out a 8962 with alternative credit

Asked onFriday, February 23, 2024 by Angel

I can't figure out how to make the adjustment for a person who got married during the year when she was on marketplace.


Personal Taxes

1099 MISC for NY paid family leave

Asked onThursday, February 22, 2024 by Marie

I received a 1099-MISC for New York paid Family Leave. I live in New Jersey and work in New York and file a NJ resident tax return and NY non-resident tax return. In box 17 for State/Payers State # it has NJ. In box 18 for State Income it has the amount. Is this table in New York, New Jersey, or both? Thank you. I asked this question yesterday and scheduled a 4:30 phone call (908-241-3819) but did not get a call. You can call or text me on my cell at 908-400-6869. the other number is a landline.


Bookkeeping & Write-up

How to account for co-mingled business and personal Treasury Direct purchase?

Asked onThursday, February 22, 2024 by Michael

I opened a Treasury Direct account in my wife's name and purchased (then redeemed) I-Bonds with the account. Unfortunately, I linked the Treasury Direct account to our business bank account by mistake. So the Treasury Direct account is registered to a personal social security number, but the business account shows a debit and credit for the purchase and redemption. How should I account for this for both the business and our personal taxes? My original intention was for it to be a personal investment, not a business investment. Thank you for your help. This has been a confusing topic to research.


Personal Taxes

1099-MISC NY Paid Family Leave

Asked onThursday, February 22, 2024 by Marie

I received a 1099-MISC for New York Paid Family Leave. I live in New Jersey and work in New York and file a NJ resident tax return and NY non-resident tax return. In box 17 for State/Payers State #, it has NJ. In Box 18 for State Income, it has the amount.. Is this taxable in New York, New Jersey, or both? Thank you.


Investment and Finance

Inicial investment

Asked onThursday, February 22, 2024 by Isaac

How much initial money can I put in a bank account to make a payment for merchandise to another country and is this tax applicable? If so, what percentage? We are going to operate in Wyoming


Tax Filing Tips

LLC Tax Filing

Asked onWednesday, February 21, 2024 by Mauro

Hello, I opened an LLC in may 2023 in Wyoming and had no incomes nor expenses last year. Can you please advise me if I need to present tax documentation anyway? It is a 2-member LLC (with 99%/1% share).