Unanswered Tax Questions

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

View All Tax Questions

Small Business

Wholesale

Asked onTuesday, June 13, 2023 by Anthony

I would like to start a resale business, but am in need of advice. I know I need a Georgia Resale Tax Exempt Certificate, but what else and what should the business be listed under?


Retirement

Standard deduction for estimated tax worksheets

Asked onTuesday, June 13, 2023 by Lois

I retired in2022, for 2023 I am figuring estimated federal taxes using worksheet 2-4 in the 1040-ES instructions. Since my line 3 is smaller than the standard deduction in line 1, do I really lose out on the $13,850.00 single filer deduction and only qualify for the over 65 exemption and the earned income exemption (line 3? Ouch!


Bookkeeping & Write-up

Proper Accounting for Product Sponsorship

Asked onTuesday, June 13, 2023 by Keith

We are an S-Corp Manufacturing company. We are starting to contract individuals as "sponsors" of our products. We have their W9 to provide them a 1099 at the end of the year for the total amount we sponsored them. I need to understand on the accounting side (QuickBooks Pro) how to account for the sales discount in this situation. I have currently set it up as a Marketing expense. In this way it shows the full value of the sale on our books even if we collected nothing but then that value as a marketing expense. I just need to know if that is correct or if we should account for it differently.


Payments and Penalties

Do we file together or seperate

Asked onTuesday, June 13, 2023 by Danielle

I was out of work for some time last year due to a surgery and I have a 14 yr old didn't make alot should I claim her or my sig. Other claim her


Personal Taxes

Foreign property tax declaration

Asked onTuesday, June 13, 2023 by Mehrdad

Hi, I am a non US citizen - non green card holder living in California. I was wondering if I should declare a foreign property when I file my taxes (or even via an amendment) even though I don't have any income from the property?


Retirement

How to sell my house to my sons...

Asked onTuesday, June 13, 2023 by Linda

Is there a way to sell my house to my oldest son and divide the profits between the 3 sons without anyone paying taxes on it?


Personal Taxes

Tax ramifications of cash gift from family member

Asked onMonday, June 12, 2023 by David

I'm in Virginia. After my mother passed a bit ago (she lived in Michigan), my sister sold mom's house (it had been quit claimed to my sister's name shortly prior to mom's passing) and split the proceeds evenly between we three siblings. So, I received a check for ~$20,000. My question is: what are the tax ramifications of receiving that amount? I assume it would be considered a gift from a family member? If I am going to owe a substantial amount (to VA and/or federal taxes), can I pay that in advance?


Investment and Finance

selling rental home lived in 2 years

Asked onMonday, June 12, 2023 by Ann

We purchased a home out of state in 2010 to move into later. It was a rental for 12 years (depreciated yearly) and we have now moved to AZ and live in it. If we live in it for 2 years is ALL of the appreciation (approx 350K) excluded under the 500k married filing jointly? There is about 60k of depreciation I understand is taxable and would go under income? Thx, Ann


Payments and Penalties

Unclaimed stimulus checks

Asked onMonday, June 12, 2023 by Clyde

I haven't filed taxes for a few years as I've had no income can I still get the three stimulus checks?


Personal Taxes

Prepare in advance for 2023 tax filing

Asked onMonday, June 12, 2023 by Robyn

Hello, I need to know the (estimated) amount that I need to save in order to pay the penalties when I file my 2023 taxes. Last week I was laid off and unfortunately my pension was moved into a 403b so the withdrawal incurs the penalties and I need to understand the total amount and be prepared to pay the 10% and early withdrawal penalties when they are due. If there is time: do I need to liquidate my HSA funds after being laid off since I no longer have a HDHP? Thank you for your time. ~Robyn