Unanswered Tax Questions

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

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Investment and Finance

Is interest on a personal loan tax deductible if the loan is used to invest?

Asked onFriday, September 15, 2023 by Brian

Hi, if I take out a personal loan with an X% interest rate, and I take that personal loan and invest as an LP in a PE fund, is the X% interest tax deductible? Would an LLC be required to be setup?


Home Ownership

Form 593

Asked onFriday, September 15, 2023 by Nicole

I sold my house under the 2 year mark. I want to claim exempt from real estate witholding. I have to submit form 593 to the title company but not sure what number to check


Deductions and Write-Offs

Charitable contributions

Asked onFriday, September 15, 2023 by barry

I know that the IRS limits clothing contribution. T0 $500. If I donate $1,000 of clothing, can I carry forward the difference? Also, if I donate $500 of tools, as it is a different a. "Different category:", can I deduct tools an9d clothing, can I deduct both and get a $1,000 total. Thank you.


Payments and Penalties

Paying Bonus to company owners from a life ins policy.

Asked onFriday, September 15, 2023 by Paula

Company received life insurance money. Can we pay give that to the 2 owners in a bonus form if we provide a 1099 so they claim it on their taxes. Because it was a life ins payment. The business receives it tax free but if we pay the owners equally in bonus, how would they claim it on their taxes. SHould it be done through pay roll or can we just pay 2 checks to them and provide a 1099? Please advise


Miscellaneous

Do I need to charge sales tax?

Asked onFriday, September 15, 2023 by Robin

I live in Texas, have a regular full-time job but will do graphic design jobs on the side as a freelancer. I charge clients by the hour and send files to the printer to be printed. Am I supposed to charge sales tax on my time? I file a 1099 every year for freelance jobs but didn't think I needed to charge sales tax since they're not buying a product from me, just paying for my service.


Personal Taxes

want to know how much tax i owe on land i sold and how to do on my taxes

Asked onFriday, September 15, 2023 by deborah

I sold some land and i got less than the assessed value. how do i calculate my taxes owed for tax return


Deductions and Write-Offs

Offsetting w2 income

Asked onFriday, September 15, 2023 by Serge

Hi, I am projected to be in the 35% tax bracket and would like to know what I can do to offset my w2 earnings. I am not looking for anything related to 401k/Roth/HSA.


Personal Taxes

Can I move my tax state if I don't have a lease contract yet, while traveling.

Asked onFriday, September 15, 2023 by Joao

Hi, I'm looking for advice on the process of moving my tax state in 2024, while traveling. - File taxes in CA, lived there the past 5 years. - I'm on O1 Visa. - Currently traveling outside of the US. - Planning to stay 6 or more months in FL state. - Can I move my tax residence for the 2024 year, if I don't lease an apartment immediately when the year starts? - Plan is to be abroad the first 3-4 months of 2024, and then lease an apartment in FL for 8 months and live there. Can I still withhold taxes or do I have to pay it at the end of the year? Thanks, João


Retirement

Returning to workplace that I left and took my 401k

Asked onFriday, September 15, 2023 by Sharon

Retired out of a company I worked for for 34 years(left at the age of 55)and transferred my 401k. I have been gone from company for 6 months and have been asked to come back parttime. Have been told going back to company could cause red flags with IRS and could be penalized on my 401k. Do not want to go back to company if this is the case.


Tax Law Changes

Business have not produced income yet

Asked onFriday, September 15, 2023 by Joycelyn

Do I have to file quarterly if my business have not produced income yet? In PA