Unanswered Tax Questions

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

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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


Personal Taxes

rental income between family members

Asked onFriday, September 15, 2023 by Tasmin

My elderly parents moved into my house. They want to contribute what they would pay if they were having to rent on a monthly basis. Generally we share the whole house although everyone has meals and we eat together etc but we all have our own bedrooms. If they contribute a regular monthly amount which I use for joint expenses utilities and maintenance, costco runs for house supplies, some of their personal expenses like creating a garden for them etc, should I be declaring this as income. I may be paying for bigger capital things like a new deck next year as well. If they didn't contribute towards big things I would have income but I have have had large expenses like new sheds for storage and a new deck next year. Do I need to be declaring the monthly amount and tracking it? I don't want to track receipts unless I have to but I want to do the right thing.


Tax Forms

Filed form by Fax with wrong DPI

Asked onFriday, September 15, 2023 by Rafael

Thanks for seeing my question. I am a Non US-Citizen, non Resident, who owns a US LLC. This LLC is a .Foreign-owned U.S. DE. I filed the forms 5472 and 1120 via Fax, through an online service. The IRS requires the DPI to be 300 or higher by fax for form 5472. But the maximum DPI the fax service sends is 200. What are my options now? Maybe I should mail it to the IRS with a letter explaining what happened? Thanks for your time.


Credits

Solar tax credit

Asked onFriday, September 15, 2023 by Deborah

I was told by a solar company that if we finance to own a system that we would get a tax credit. If we didn't have a tax liability we could have the government put that money back Into the system. Is that correct


Tax Forms

Reducing Withholding Amount

Asked onThursday, September 14, 2023 by Mark

My 18-yr old son began working his first full-time job about 6 weeks ago. He currently has 40% being withheld from his pay. How can he update his W-4 to reduce it to something around 15%?


Personal Taxes

1099 taxes

Asked onThursday, September 14, 2023 by MIKE

I did a one time consulting session and have a question as a 1099 in addition to normal federal income tax, do I need to pay Social Security and Medicare taxes on top of that, and if so, what percentage? Thank you. This was a one time consulting session..


Personal Taxes

My refund was sent to wrong bank and was cashed

Asked onThursday, September 14, 2023 by Tim

My refund was sent to wrong bank and cashed