Unanswered Tax Questions

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

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Education

Received 1099NEC from company for prerequisite training course

Asked onWednesday, February 15, 2023 by John

I received a 1099NEC from my company for a training course they paid for that I attended a week before my official hire date. I was wondering if I needed to pay taxes on this or it could be written off as an education or work training expense.


Deductions and Write-Offs

Deduct Mortgage Interest on NY State return

Asked onTuesday, February 14, 2023 by Joey

Can I deduct mortgage interest and property taxes on my NY state return if I lived and worked in NY 1/1/2022 to 08/31/2022. Then moved to MA and bought home on 9/01/2022.


Deductions and Write-Offs

Real Estate Investment Taxation

Asked onTuesday, February 14, 2023 by Danial

Can unused tax deductions from a real estate investment be used to reduce personal taxable income? For example, a gross monthly revenue of $1000 and monthly operating costs of $600 will yield $400 in taxable income. If the entire $600 is deductible, I will be left with $200 of unused tax deductions; can this be used to reduce personal income?


Personal Taxes

Earned income

Asked onTuesday, February 14, 2023 by Olivia

My husband and I made a little over what you can make to get earned income tax credit and we wanted to know if he can defer filing till next year so we can get it one more time. He made less then 14000 last year.


Investment and Finance

Trader Tax Status and Student Status

Asked onTuesday, February 14, 2023 by Tom

I am a college student who actively day trades, and I am wanting to avoid wash sales by filing mark to market. If I file for trader tax status under IRS section 475(f), will this have any negative effects on my status as a student in the eyes of the federal government? I am wondering If this would have a negative effect on my ability to recieve scholarships and student loans.


Family Issues

Who claims kids

Asked onTuesday, February 14, 2023 by Sylvia

Couple was not married. They have a temporary 50/50 agreement. The mother did her taxes and claimed one of the children but father did not sign an 8332 form. Should he claim both since he has the higher AGI or just claim one child as well. He has always claimed them because they were living together as a family.


Personal Taxes

Form 982

Asked onTuesday, February 14, 2023 by JEFFREY

I was insolvent in 2022. I considered bankruptcy, but didnt want to impact my wife and I wanted to pay what I could. I had $24000 in debt cancelled by 3 credit card companies. I’m filling out a 982 form, which shows my debt outweighed the fmv of my assets. Do I need to fill out a separate 982 for each of the 3 separate cancelled debts?


Miscellaneous

Taxes when registering an out of state company in MA

Asked onMonday, February 13, 2023 by Richard

I am thinking about opening a branch of my psychotherapy office in Massachusetts. If my company is registered in New York, and I want to expand by opening an office in Massachusetts, once I complete the registration of the out-of-state company, what quarterly taxes will I be responsible to pay to Massachusetts, if any?


Personal Taxes

Itemized deductions

Asked onMonday, February 13, 2023 by Gary

How do I deal with a 1099 from the nursing home insurance company?


Miscellaneous

Tax

Asked onMonday, February 13, 2023 by Robin

Am I able to gift 17,000 or less without paying tax on it