Unanswered Tax Questions

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

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Payments and Penalties

can a owner of a job take taxes out of paycheck even if they don't have my social security number?

Asked onSaturday, June 17, 2023 by irma

i started working and realized that the owner of the company were i work is taking taxes out of my paycheck, but they don't have my social security number, so is it legal? and what can I do about it?


Miscellaneous

Donation

Asked onFriday, June 16, 2023 by John

A person wanted to donate $4000.00 from their IRA to my church. At the same time, they wanted the church to give them $2000.00 so they could save on taxes. Is this legal, or is this a form of money laundering?


Bookkeeping & Write-up

Are annual, unpaid interest payments compounded with principal if promissory note language excludes compounding clause?

Asked onFriday, June 16, 2023 by Alan

Interest rates and payments are specified in a promissory note secured by a deed of trust. However, no interest or principal payments have been made and the property is about to be sold. The promissory note lacks a clause that specifies that unpaid interest shall accumulate to principal and compound year-by-year, so need to know if unpaid interest due should be compounded annually or not.


Personal Taxes

Selling mutual funds

Asked onFriday, June 16, 2023 by Charles

What tax implications would there be if I sold some mutual funds to get some cash to pay off debt? Is there any way to mitigate the effect on next year's tax return?


Credits

Change withholdings to recoup solar credits

Asked onFriday, June 16, 2023 by Tom

My normal withholdings are $6,500.00, the solar credit will be $12,000.00. Can I increase my withholdings from my IMRF retirement by $1,000.00 per month, for 6 months? Will I get all of my solar credit back when filing 2023 tax return?


Tax Forms

W4- Married filing jointly

Asked onThursday, June 15, 2023 by Courtney

Hi, I was recently married and I switched my filing status from single to MFJ. I was under the impression that when you switch from single to MFJ the amounts that are taken in taxes from my paychecks would go down. But they are the same as my single filing status. Why? Did I fill out the w4 incorrectly? Can someone please help me understand this Thank you 😊


Tax Filing Tips

Solar tax incentive

Asked onThursday, June 15, 2023 by Christopher

I’m trying to understand how installing solar and taking advantage of the 30% tax incentive will affect my return.


Small Business

Payments received

Asked onThursday, June 15, 2023 by Kyle

I'm a local contractor just starting out. Haven't received my contractors license yet. I see other small companies taking on larger jobs than myself. They too do not have licenses. How are they able to receive higher paying jobs and not having to remain under the $500 job requirement. How or what allows me to take in more money without having a license at the moment?


Personal Taxes

Inherited 401K (Spouse)

Asked onWednesday, June 14, 2023 by Sarah

I am under the age of 59 1/2 and inherited a 401k from my deceased husband, who passed away at age 55 in 2023. Can I withdraw funds within the next two or three years, as needed from the account, without required minimum distributions (RMD) or 10% tax penalty imposition?


Personal Taxes

Short Term Capital Gain Taxes

Asked onWednesday, June 14, 2023 by Thomas

My father Quitclaimed his house/land to himself and me last year, he has since passed away and I have just sold the house/land. I understand I will owe a short term capital gain from the sell of the house/land in my 2023 taxes next year. Since the quitclaim said that the property was to him and me am I just obligated to pay only 1/2 of the capital gain taxes or all of it?