Unanswered Tax Questions

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

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Self Directed IRA

Are distributions received via investments in a private equity fund through SDIRA taxable?

Asked onTuesday, October 10, 2023 by Mobeen

I work in private equity and am given an opportunity to coinvest in my fund. I talked to our tax team about potentially investing via my Roth IRA rather than simple cash wired from my checking account. They brought up that when I receive distributions, it may trigger a taxable event through UBTI or UDFI and I just want to understand in certainty whether that is true and under what circumstances it can be true? My goal is to invest with funds already in my Roth IRA and continue to receive tax free gains.


Deductions and Write-Offs

Deferred mortgage payment interest deduction

Asked onTuesday, October 10, 2023 by Rufus

My private mortgage payment was deferred for 2 years. Can I deduct interest totally this year or was it to be allocated over the last two years only?


Tax Forms

If my employer has me as a contract, how will my taxes form look like?

Asked onTuesday, October 10, 2023 by Laura

I got hired for a company but I am seen as a contract instead of full time. This is my first job where this has happened so I am not sure how to file my taxes or what forms to look at. I live in Texas, so i know i will be paying some taxes but Is there a way to find the estimate? I’ve been here for six months as contract work and I’m trying to gain the courage to ask if I can stay as a full time employee. If for some reason I succeed, do I have to do two different tax forms?


Personal Taxes

Corporation on personal taxes

Asked onTuesday, October 10, 2023 by Randy

Do I have to report the corporation on my personal taxes? Its a C Corp. I do not take any income from the company.


Personal Taxes

Tax Help, short term cap gains

Asked onTuesday, October 10, 2023 by Daniel

I am self employed, earn $50K/yr but had short term cap gains (stocks) in 2023 over $160K. Looking to reduce my tax burden. I can put cash into IRA, also thinking of buying over 6000 lb vehicle for work (179) just wondering if you’d agree and maybe other areas to reduce tax burden


Business Formation

Another ein

Asked onMonday, October 09, 2023 by James

I just formed an llc and was denied a business banking account from navy fed because of a small hiccup. Once you are denied thats it. Was wondering if i am able to get a new ein so that way i can open the business account with them now that i fixed the problem


Miscellaneous

Tax implications

Asked onMonday, October 09, 2023 by Abigail

I'm wanting to settle a vehicle loan debt but I'm not sure how that's going to affect me during tax time and I'm just curious as to what the smart way to do it is


Nonresident Tax Issues

Inheritance tax

Asked onMonday, October 09, 2023 by Frederick

My uncle lived in Florida,When he died I inherited cash.I live in New Jersey.Do I owe any federal or state tax? Thank You.


Deductions and Write-Offs

Can I carryforward several years of NOL resulting in no taxable income

Asked onMonday, October 09, 2023 by Steven

How to figure an NOL, When to use an NOL, How to claim an NOL deduction, How to figure an excess business loss, How to figure an NOL carryover, and a Statement that shows all the important facts about the NOL.


Deductions and Write-Offs

Can i deduct interest on this cash back loan?

Asked onMonday, October 09, 2023 by d

I’ve read that interest on a cash back loan taken out after 2018 & secured by a primary residence cannot be deducted when itemizing if you don’t use the cash to improve the residence. in 2023 i’ll itemize for the 1st time because i just bought a 2cnd home. i took out a cash back loan in 2014 & used the cash to improve a rent house & not for my residence. Can i deduct the interest, based on the date of the loan?