Unanswered Tax Questions

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

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Business Formation

What do I need to have set up as a business to pay a 1099

Asked onWednesday, October 04, 2023 by Luis

I pay a friend about $500 a month to help me with my work that I get paid for, I have paid him well over $600 since last April, if I issue a 1099do I need a business llc or anything to pay him? Can I pay him as an individual? Once he leaves I will find another employee. Thank you very much


Personal Taxes

Church pastor taxes housing allowance

Asked onWednesday, October 04, 2023 by Ryan

I pastor small church and last year they started paying me a small salary to cover my housing. What should I do if the amount I'm paid only covers my housing and nothing additional? I know that clergy taxes are different but I've never had to file them before. How should I file? I've filed an extension to be filed by Oct 16 but I don't know the process or procedure for filing for minister taxes. Pleas help. Thank you


Home Ownership

Gifting Money from Sale of Homes / Capital Gains Tax

Asked onTuesday, October 03, 2023 by Dylan and Makayla

Hello! We are selling 2 rental properties in California that have been owned for more than 2 years by our Dad. He's been renting them to me and my brother. Our Dad wants to transfer ownership of these homes to us, but we plan to sell them and move to Missouri in the next 3-6 months. Our plan is to take the Capital Gains hit. We're assuming the 2 properties will sell for 550,000 and the cost of them (including closing costs) will probably be about 225,000. This will leave us with 325,000 that we'll owe capital gains on. Since our Dad has owned them for more than 1 year, it seems like it's better to have him pay Capital Gains Tax of about 48,750 (guessing his tax bracket is over 100k) out of the money he receives for the sale of the homes and then to gift us the remaining funds and to file a 709 Gift Tax Form. Then we can purchase the new home (the 2 of us brothers are going in on a property together) in Missouri with the funds he gifted to us. Questions: 1. Does that sound correct? 2. Is there a better way to do this? (Dad isn't interested in a 1031 exchange and to continue renting to us, he wants to transfer the value of these homes to us, so we can handle it moving forward) 3. If my Dad gifts us the money, will it impact our personal taxes? Or do gifts not count towards income? 4. What kind of support would you recommend for this plan? A CPA? Thank you for your time, Dylan


Tax Filing Tips

Grown child with disabilities

Asked onTuesday, October 03, 2023 by Marcie

I made 25,000 this year my son who lives with me made 24,000 survivor benefits with a back payment, his step dad is making 39,000. Can we still claim our son as a dependant? How should we file together or separate?


Personal Taxes

Divorce year filing status

Asked onTuesday, October 03, 2023 by Kelly

I will be divorced officially in October of 2023, what is my filing states for 2023? May I file as single head of household? We have maintained separate residence for the past 3 years but filed as married.


Payments and Penalties

Paying myself

Asked onTuesday, October 03, 2023 by Nelson

As a business owner of an llc I am thinking of paying my self as an employee and paying myself a salary. Can I just add myself as an employee on QuickBooks or is that not a good idea as an owner


Investment and Finance

SSDI

Asked onMonday, October 02, 2023 by Richard

Can I invest while on ssdi? I was told that I could because investments aren’t considered earned income. Is that true


Home Ownership

Sale of house with profit much less than threshold $250k

Asked onMonday, October 02, 2023 by Danny

I sold my house with profit much, much less than $250k. Should I file anything in my tax return, If so what form/forms ?


Small Business

Distributions

Asked onMonday, October 02, 2023 by Andrea

Hello, I would like to know do I need to file taxes quarterly with an LLC partnership? Also how frequent could I withdraw from business for each member?


Personal Taxes

My 2019 return

Asked onMonday, October 02, 2023 by Andrew

I DONT KNOW IF I DID THE RIGHT THING TRYING TO FILE MY 2019 TAX RETURN IN 2023.. I JUST NEED TO ASK A FEW QUESTIKNS BASED OFF THE TRANSCRIPS THAT I CAN SEE ON THE IRS WEBSITE GHAT WEREN'T THERE BEDORE I SENT SONE FORMS INTO THE IRS THAT SAY THEY WERE ACCEPTED IN AUGUST 31,2023