Unanswered Tax Questions

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

View All Tax Questions

Miscellaneous

Incorrect 1099

Asked onSaturday, February 10, 2024 by Robert

How do I handle an incorrect 1099 that the issuer admits is incorrect but refuses to reissue?


Miscellaneous

Sales Tax Payable

Asked onSaturday, February 10, 2024 by Dee

What are the required documents and steps to reconcile sales tax payable?


Nonresident Tax Issues

Foreign Owned LLC Now Active after 5 Dormant Years, Need to file NIL Income Taxes

Asked onFriday, February 09, 2024 by Jared

I have a single member LLC created in 2019. I am in good standing at the state level, but have never filed taxes Federally with the IRS. I have had NO business income during this time. My company will finally be active this year, and I need to get my house in order. What should I do? **Note my LLC is foreign owned - I am a Canadian citizen and resident who does business in the US and MIGHT relocate officially in the next 3 to 4 years.


Home Ownership

Capital gains tax on sale of residence

Asked onFriday, February 09, 2024 by Hal

We (a married couple) bought our home in CT in 2006 for $302,000. It would likely sell for around $400,000 now. For the past eight years we have been snowbirding from CT to FL to our condo there. Our residence for tax purposes is FL, although we spend at least five months at our home in CT each year. Neither property has ever been rented out. For capital gains tax purposes of living in the CT home for at least two of the past five years prior to sale, would the time we spent in the CT home (at least five months of every year - 25 months over a five year period) count toward the two year requirement to avoid capital gains tax or does it have to be one 12 month consecutive period to count for a year?


Retirement

QDRO cash settlement in divorce taxed or not

Asked onWednesday, February 07, 2024 by Tracy

If I receive cash out of my husband’s 401K in a divorce after filing a QDRO, will that money be taxed on my tax return?


Personal Taxes

Are after tax contributions to Trad IRA subject to RMD and how is it taxed?

Asked onWednesday, February 07, 2024 by Edward

Traditional IRA has a sizable Required Minimum Distribution. Form 8606 shows basis pre and post tax, right? So when RMD is taken, the distribution report from the custodian isn't going to show what was pre and post tax. So how is the distribution reported for taxes? Is the full amount taxed? Is the portion of post tax contribution even subject to RMD? If not, that would affect the calculation of RMD. Don't want to pay tax twice!


Tax Forms

test

Asked onFriday, February 02, 2024 by Theodore

test


Small Business

Tax-Free Restructuring or Sale of Foreign Subsidiary and Dissolution of US Parent Company

Asked onFriday, February 02, 2024 by Marco

Hi there! On behalf of a business client, I am looking for a tax expert who will advise us from a US perspective on the pros and cons of different options regarding a potential tax-free restructuring or sale of a foreign subsidiary and dissolution of US parent company. Happy to provide more information by email.


Tax Filing Tips

Full Time and Part Time Job Tax Filing

Asked onWednesday, January 31, 2024 by Nicole

I have a full time job and part time job doing freelance work. How do I file my taxes? Also, can I have write offs if I buy equipments for a home office for my part time freelance job since it is remote?


Tax Forms

S corp didnt issue payroll

Asked onTuesday, January 30, 2024 by Christopher

Hello, So this is my first year (2023) as an S corp and I failed to issue any payroll. I just paid myself through distributions. I was mistakenly under the impression that I could 1099 myself at years end and that would be my "reasonable compensation". Seeing as its now Jan 2024 is it too late for payroll, should I 1099 myself? Thanks all.