Unanswered Tax Questions

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

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Miscellaneous

Capital Gains Tax

Asked onTuesday, January 09, 2024 by Marsha

I am selling a piece of real estate property. The proceeds will be spilt evenly to my 3 children. How do I avoid/reduce my taxes after the sell. It will be a 450,000 profit. The property is in California but I am now a resident oof Texas. Do I still have to pay the state of Clifornia tax. Is there a way I can gift the proceeds to my children without being taxed. Please advise.


Small Business

Graphic Design Sales Tax

Asked onMonday, January 08, 2024 by Austin

I would like to know if I need to charge clients sales tax as a graphic designer in NY. To give an example: A printer will contract me to do the design work for a billboard. I work on it and when done, will send the print files electronically to the printer. They will then print and install on their end. I will invoice them for the design work and electronic print files only. Sometimes I will invoice the client directly. The client never receives the print files themselves, only the printer. I do not print the items myself nor do I sell printed items on my end.


Tax Filing Tips

parents medical expenses

Asked onMonday, January 08, 2024 by terry

My mother works part time. She works a few days a week. She has numerous health issues and isn't able to afford most of her bills. Due to the extent of her medical conditions, her income isn't enough to pay for most of her bills. I have been supporting her financially with her bills, and they are, including but not limited to, living expenses, medical bills, prescriptions, therapy, transportation etc. I have paid a lot of her bills last year, totaling just under $28,000. Can I claim these amounts on my tax return? Thank you


Miscellaneous

Operating Budget for Public Hospital Question

Asked onSaturday, January 06, 2024 by Steve

Our public hospitals CFO (nonprofit) have presented the 2024 Operating Budget and the is one line it for revenue that my question pertains to. The hospital purchased a building for a new clinic. The city in which this building is located applied and received a Community Block Grant to renovate for 1.7M. The CFO is using the 1.7M as extra operating revenue to balance the budget. We will have to use reserve funds to pay this. Is this an acceptable practice for budgeting requirements or even legal? Makes no sense to me.


Personal Taxes

Forex Filing

Asked onSaturday, January 06, 2024 by Melvin

Looking for someone to help me file my taxes because I trade the Forex Market


Deductions and Write-Offs

Off-setting W2 Income with Small Business Expenses?

Asked onSaturday, January 06, 2024 by Cory

Can I use the expenses incurred by running a handyman business from my home (direct and indirect via an accountable plan) to offset my W2 income received as an airline pilot?


Deductions and Write-Offs

Schedule E - Expenses

Asked onFriday, January 05, 2024 by Gregory

I have one (1) rental property, it's condo. In 2023, I had to purchase a new (built-in) dishwasher, what expense would it fall under ? I don't think repairs, maybe supplies ? I don't know. Also, if the condo HOA had a 'special assessment' for a capital project, where does that expense get reported ? Added to my monthly HOA dues ? Thanks


Personal Taxes

Tax Implications: Gift of Equity

Asked onThursday, January 04, 2024 by Evan

Hello, I will be buying my mother's home in 2024 and as part of the sale she will be providing a gift of equity of $80,000. I understand there is an Annual Gift exemption of ~$15k (per child & spouse), and also a lifetime exemption of ~$12 million. Given the gift of equity exceeds the lifetime exemption, will my mother be required to pay any taxes on the excess gift over the annual exemption? It is my understanding, that she files a form 709 with the IRS when doing her taxes. The excess amount over her annual limit is subtracted from her lifetime exemption, and she pays no taxes. If she were to exceed her lifetime exemption, then there would be a tax applied. Is this correct? Thank you for your help, Evan


Frequently Asked Questions

Californian working in Poland

Asked onThursday, January 04, 2024 by Cody

I have been in Poland since April of 2021 except for a three month visit back to California at the end of 2022. I have a temporary residence card, a work permit, and employment in Poland. In California, I have a parents address listed as my own for mailing purposes but I have not been there. With this new job in Poland, what forms do I need to file and will I be double taxed for income I make in Poland? Are there any issues with having a mailing address in California?


Tax Forms

1099 NEC

Asked onWednesday, January 03, 2024 by gary

I have a freight broker business. I pay carriers. I need to send 1099 nec to non corps. My question is do we file 1099 with irs just for non corp or for every payment over $600 dollars whether it is corp or non corp?