Unanswered Tax Questions

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

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Tax Forms

W4P Advise

Asked onMonday, October 23, 2023 by Susan

My ex recently retired. I get 13 yrs of his pension that started in April. I'm still working not close to retirement until 1yr 8 months from now. My retirement benefit is 360.00 a month. I do not know how to fill out the W4P form for his union. Do I add my current yearly salary on line b? It has to be notarized which is why I need help with this.


Tax Forms

What forms has to be filled in for Company being owned by non US tax residence with non US incom.

Asked onMonday, October 23, 2023 by Piotr

The question is about forms and tax has to paid for the LLC company having only external non US income.


Personal Taxes

401k loan

Asked onSunday, October 22, 2023 by Zachary

If I take out a 401K loan, and am paying myself back, does it affect me in the spring when I pay my taxes?


Miscellaneous

Will I still owe

Asked onSunday, October 22, 2023 by Jess

I filed 3 of 4 w-2 's, I claim zero and yet I still owe. Is it because I couldn't file my fourth w-2?


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