Unanswered Tax Questions

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

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Deductions and Write-Offs

How do I deduct a $100,000.00 donation to a church from my Traditional IRA Account?

Asked onThursday, July 13, 2023 by Carl

I receive Social Security Benefits of $34,160 annually and normally file my taxes with the standard deduction. The RMD on my IRA this year is approximately $28,000. I want to donate $100,000 to the church I attend to expand the Sanctuary to accommodate more members and allow our church to grow. Is there a way to do this without paying personal income tax on the $100,000? Even when I used itemized deductions I was only to deduct $3,000 per year on a loss of a large amount of money by theft.


Frequently Asked Questions

Saving money over retirement per month

Asked onWednesday, July 12, 2023 by Michael

If I make over what the retirement plan is if I make $950 more per month can I put that in a 401k or somewhere


Tax Filing Tips

Keeping Inventory and Accrual method

Asked onWednesday, July 12, 2023 by Tanisha

Hello, I am a very small business owner in Maryland, I make beauty products , lip gloss, lip oils, lip scrubs and body oils, and I would like to know what is the best method to choose on my schedule C form of my taxes, accrual or cash. Also, do I have to keep and value my inventory for taxes? Thank you


Retirement

Payment to irs

Asked onWednesday, July 12, 2023 by Deborah

I sold my home of 26 years in 2022. What write-offs can I clam to get the amount owed down


Home Ownership

Recasting mortgage, avoiding capital gains tax.

Asked onWednesday, July 12, 2023 by Greg

My wife and I recently moved back to our home state and purchased a new home in order to move my aging parents in with us to take care of them. When they sell their home they were going to give us a portion of that money to put towards the new home. We were then going to make a lump sum payment, recast the mortgage and add their name to the mortgage. My question is what would be their tax liability? For example, if they sell their home for $400,000 and give $250,000 towards the new home purchase is their tax liability going to be on the remaining $150,000? What can they do to avoid the capital gains tax, if any?


Credits

EV Tax Credit

Asked onWednesday, July 12, 2023 by Kate

I plan on purchasing a Chevy Bolt Euv this year which qualifies for the $7,500 tax credit. My question is how can I utilize this tax credit so that I can get the full $7,500 tax credit. Should I work more so that I owe more in taxes to balance it out?


Miscellaneous

IRS Letter

Asked onTuesday, July 11, 2023 by Jennifer

What doe "waiting for tax account information to become available mean?" thank you


Bookkeeping & Write-up

Intercompany loan and exchange rate realized and unrealized category

Asked onTuesday, July 11, 2023 by Melissa

We just started to repay a intercompany loan that was made to us in Euros. Of course I have a massive loss. We have paid half of the loan off with 89k in exchage loss. But because of the journal entry, the unrealized loss is currently 84k but I don't know what to do with this. My reading states both go on the PNL but I wonder should the unrealized (or both for that matter) should be on the balance sheet until it is fully repaid and fully realized?


Miscellaneous

Capitial Gains tax in an irrevocable trust

Asked onTuesday, July 11, 2023 by Sam

My mother's home was placed in an irrevocable trust in 2022 and the trust sold the house after she passed in 2023. Is the sale of the house subject to Capital Gains tax to the trust or to the beneficiaries? Is so, at what rate?


Investment and Finance

Capitol Gaines

Asked onTuesday, July 11, 2023 by Elizabeth

Do you have to pay capitol gains taxes when withdrawing funds from a mutual funds account (non-ira) to purchase a home that will be our primary residence?