Unanswered Tax Questions

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

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Miscellaneous

Filing 1041

Asked onThursday, November 02, 2023 by Elsie

If the only dollar values for the estate is savings does that constitute income on the 1041 and if so what line does it go on.


Credits

Child Tax Credit

Asked onWednesday, November 01, 2023 by Tanisha

I am unemployed and I am inquiring to see if I am able to file and claim 4 minor dependents who live with me full-time. Their father has claimed them in previous years. Thank you


Investment and Finance

Should I pull my money out of losing financial investments?

Asked onWednesday, November 01, 2023 by Trevor

My financial adviser has lost approximately $9,000 of my portfolio over the last 2 years and I would really like to pull the money out and start trying to build it back. I was wondering if there were any tax benefits to pulling my money out ASAP and realizing those losses versus letting him try to make some of it back over the next few months. Thank you!


Deductions and Write-Offs

1041 Excess deductions on Termination of a Trust

Asked onWednesday, November 01, 2023 by Michael

On a 1041 can you accumulate excess deduction (from year to year) and pass them out in the final year of the trust? Trust has been open for 5 years.


Investment and Finance

Is it possible to do a partial 1031 Exchange when selling an investment property?

Asked onWednesday, November 01, 2023 by Anne

Just wondering if it is possible to do this and how it would work with Capital Gains on my tax return.


Tax Filing Tips

1st year having taxable income and filing my taxes, need advice!

Asked onTuesday, October 31, 2023 by Brandon

I need some advice on how I should go about filing my taxes because I’m in a different situation than most. It’s my first year living on my own and having taxable income and all of my income has been from random under the table side jobs, and random marketplace flips in my spare time. This being my first year having actual income I wasn’t aware that I was supposed to be recording/documenting my income and expenses from everything. I do have an idea/estimate of around how much I think I made based on my savings, bills, and estimated random spending. - ($26,000-$28,000) How should I go about filing my taxes? Which forms would I need? Should I be worried of getting in trouble for not keeping track this year or will the IRS be understanding of my situation as long as I do everything the right way next year? What would you do in my situation? Any other advice is appreciated! Thank you!


Miscellaneous

Receiving my with holdings

Asked onTuesday, October 31, 2023 by William

How can I get my money that was with held from my paychecks without filing?


Personal Taxes

Child Credit

Asked onTuesday, October 31, 2023 by Mark

I live in USA my 6 year old son who was born in United States lives in Europe, Serbia, He has not been in United States last 15 months, I financial support him, Can I claim him as a dependent at tax time


Tax Filing Tips

Four jobs plus an LLC

Asked onTuesday, October 31, 2023 by Jenn

I have two full time jobs. My husband also has two full time jobs. My two jobs are paid twice a month. One of my husbands full time jobs are paid weekly, the other twice a month. I also have an LLC as well. How in the world do we file a W4 correctly for 2024 to ensure we withhold enough taxes from each of our four jobs? I’ve seen examples for three jobs but not four, and not one that is weekly versus twice a month. Please help.


Small Business

Transfer of car title from LLC to personal

Asked onMonday, October 30, 2023 by John

I am owner/principal of S Corp. In 2019 I purchased car owned by LLC. I want to put vehicle in my personal name. Can I simply transfer car title and show that gain on S Corp? Or do I need to purchase the car and pay sales tax again to show that transaction?