Unanswered Tax Questions

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

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Deductions and Write-Offs

HOA fees and room rental

Asked onSunday, October 22, 2023 by Peter

My brother has moved in with me and pays$400 rent for a room in my house he also performs 75% the cooking and cleaning within the house, also he pays electric bill 100, cable bill 85 and this is how we reach fair market value for rent. Which is $967 for a studio in my area per fed housing website. I have never claimed him on my taxes and he's been renting from me since 2021 which when I bought my condo. Should I go back and refile my taxes so that that he is showing on my taxes. Also if I do that I currently live in a condominium are my HOA fees deductible if I do this these in water, garbage, heat, ac, etc.. We also recently had a special assessment that was the help replaced our balconies, roofs, garages concrete repairs, electrical box in my unit, and things in that nature is a portion of this special assessment deductible.


Personal Taxes

Go fund me

Asked onSunday, October 22, 2023 by MaryAnne

Hello- I am wondering if I must pay any taxes for a go fund me account asking for 10,000. I am in Illinois. Is there a limit as well before you must pay taxes? How does it work?


Accounting Terminology

marking a item I like to sell up 25%

Asked onSaturday, October 21, 2023 by Kyle

is dived .75 by price item same as matking up 25% If I want to sell a item with 25% Mark up


Personal Taxes

Can I avoid double taxation in my situation?

Asked onSaturday, October 21, 2023 by Paul

Already paid inheritance tax on $60,000. Invested it in annuity, and want to withdrawal. Will I be taxed on the original $60,000 again as additional income the year of withdrawal? Is there a way around that, as I will already owe an early withdrawal penalty also?


Retirement

Feedback

Asked onFriday, October 20, 2023 by Rob

Receiving SS, and national guard retirement, fed taxes taken out. Live in mass. Divorced, no dependents. Do I have to file?


Personal Taxes

Real estate transaction with in a trust

Asked onFriday, October 20, 2023 by mike

My folks, who have now both passed on now, have two properties put in a Trust. The Trust was filed by my parents in Florida. My brother and I are both equally 50/50 trustees. My brother wants to buy me out of one of the Florida properties which I'm Ok with since he needs a house. Am I subject to capital gains tax on this buyout ? What does transaction process look like ? Does my brother deposit funds into the trust account and then the trust pays me out ? Can the funds directly be deposited from his account to mine ? What tax liabilities am I responsible for if any ? Best Regards Mike


Small Business

Acquisition 338 election

Asked onFriday, October 20, 2023 by Ankit

Acquisition 338 election


Nonresident Tax Issues

State tax refund

Asked onFriday, October 20, 2023 by Tobenna

I love in California. On my W-2 , there are state tax payments addressed to Minnesota, the employer office. How to get a refund from MN to pay what is owed to CA?


Business Formation

Form 2553-Election by a Small Business Corporation

Asked onFriday, October 20, 2023 by Lance

I hired a WY registered agent company to form my corporation and they are asking me to complete form 2553. I want the company to be qualified as a woman owned business and I listed my wife as president and myself as treasurer and secretary. Specifically, column L of the form is asking me to list the "number of shares or percentage of ownership" and I'm not sure what to put there. Would I list her as having more shares than me since I want the business to qualify as woman owned? Next, column M is asking for a social security number or EIN of each shareholder. Since the company does have an EIN, would I use that for each of us, or do I need to use our SSN's? If we use our SSN's, how does this affect the anonymity we are trying to accomplish by forming a corporation in the first place? Thank you, Lance


Personal Taxes

Gifted mortgage payment from father

Asked onFriday, October 20, 2023 by Greg

I'm 58, my father wants to pay a months mortgage payment for me of around $50,000. My payment is around 1000. Are there tax consequences to this?