Unanswered Tax Questions

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

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Personal Taxes

IHSS Career Pathways Income

Asked onSaturday, November 04, 2023 by Tamara L

I'm an IHSS caregiver for a family member and am tax exempt in California. The state is providing paid health care training for caregivers. Is the money I receive for thr training also tax exempt?


Retirement

Taxes after divorce

Asked onSaturday, November 04, 2023 by Mike

2 pensions, both mine. After divorce, how do the tax burdens split?


Personal Taxes

My social security taxes taken out are more than my federal taxes

Asked onSaturday, November 04, 2023 by Betty

Company took out more on my social security taxes and not enough on my federal


Retirement

maximum w/out taxes

Asked onSaturday, November 04, 2023 by William

What is the maximum amount of social security disability payments that can be received without incurring federal income tax liability?


Miscellaneous

Stipend

Asked onFriday, November 03, 2023 by Keri

Good afternoon. I was wondering if you could tell me how much to set aside for taxes as I get payed a stipend instead of income.


Personal Taxes

Please help!

Asked onFriday, November 03, 2023 by Amber

I work a couple of side jobs and I just realized that two of my employers didn’t withhold any federal taxes in 2022 so now I owe money to the IRS. Both employers provided me with a W-2 and both withheld taxes for social security, Medicare, and disability. Were they allowed to do this without my consent? And if not, what can I do now? Both employers have a history of being dishonest and underpaying employees. Thank you for your time!


Nonresident Tax Issues

CT Primary trustee for FL resident

Asked onFriday, November 03, 2023 by Sean

My father who resides in Florida has become incapacitated and I am now primary trustee for his revocable trust. In filling out change of trustee documents for various financial institutions I am providing my address in Connecticut. On one particular form it states: “Note: This address will also be used to update the trust’s permanent address". My question is, will this address change make his trust taxable in Connecticut? I am simply paying his bills and taxes. Thanks! ps. If I were to sell equities in his trust account, would the gains be considered "income generated in Connecticut"?


Bookkeeping & Write-up

question re bookeeping/tax setup

Asked onThursday, November 02, 2023 by Allison

I have a new PLLC in NY for my psychotherapy practice. It took the state year and a half to process the paperwork. Meanwhile, I have been doing counseling on a contract basis (1099) for other organizations to pay the bills. At this point, that is the bulk of my income. Now that the PLLC has finally gone through, I don't know how to set up the bookkeeping. The contract work is already taxed, but I am using that income to pay the business bills, such as rent and phone. There seem to be several ways to set up bookkeeping with a one-person PLLC, but I am now very confused as to which way would be best. Can anyone help?


Personal Taxes

Reporting accrued i bond interest on decedent's final 1040

Asked onThursday, November 02, 2023 by John

We want to report accrued I bond interest on deceased Mother's final return. Treasury direct won't issue 1099 but we know the accrued interest at time of death. Software asks for player's i.d. and address


Tax Filing Tips

Filing for taxes that have not been filed yet for 2022 ( going through divorce)

Asked onThursday, November 02, 2023 by Miriam

Greetings, My husband has a business and has not filed taxes 2022. We are seperated since July 2023 and in the middle of a divorce . I do not want to be penalized and want to know what to do? Warm regards, MY