Unanswered Tax Questions

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

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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


Payments and Penalties

LLC

Asked onMonday, June 12, 2023 by Christina

my husband started an LLC in 2019 it is a single person business i have no part in it we filed as married. We got a $20,000 tax bill (Federal/NYS) for 2022. I work and my taxes are taken out of my check. does this bill fall under the LLC responsibility to pay?


Personal Taxes

Question related to use tax

Asked onMonday, June 12, 2023 by Luis David

Hello, I moved from Mexico to the United States around 8 years ago having a visa that let me study but not work as I was a dependant, and during that time I brought personal property from Mexico to the United States. I became a permanent resident around 4 years after. As I learn more about taxes, I wonder if I was required to pay use tax on that personal property that I brought from Mexico to North Carolina as I paid sales tax on that property on Mexico when I bought it there, and now having moved from North Carolina to Texas, if I need to pay use tax on my personal property as I paid taxes for some of them on North Carolina, plus the stuff that I bought on Mexico some long time ago.


Miscellaneous

index/ETF/taxable acct

Asked onSunday, June 11, 2023 by swan

Hi, May I ask a couple general questions in regards to index/ETF funds, and withdrawing from taxable acct as it pertain to taxes? Thanks.


Deductions and Write-Offs

Settlement payments

Asked onSunday, June 11, 2023 by Benjamin

My ex-wife will not give me her Social security number. I pay her an $800.00 per month settlement. How can I claim my payments without her help?


Personal Taxes

Final taxes

Asked onSunday, June 11, 2023 by Sheila

My aunt passed away and we need to file her last taxes.


Miscellaneous

Am I self enjoyed?

Asked onSunday, June 11, 2023 by A

Hi, this is a 2 part question. I babysit a friend's child 2 days a week (at my house, providing food, purchasing my own toys, etc for him), making $50/ day. (so roughly $400/month and will be $5000/year. She pays me cash, sometimes Venmo. I assumed I'm considered self-employed and will report this income on my 2023; married filing joint income tax form. Additionally, starting next week, I'm helping a family 2-3 days/ week with 30 min childcare/ transportation and 2 ish hours of housework. $50/day. They be said their cpa said to issue a 1099. It may only be for the summer (but possibly continuing after), so roughly $1800 for the summer. I'm just wanting to make sure I'm doing taxes correctly. Do I need to file quarterly? At this point the TOTAL income I'm bringing in will be around $7,800 for the year. My husband makes about $75, 000 (regular W2 employee). Thank you!