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My child paid his own tuition last year so I didn’t report Form 1098-T: Tuition Statement on my return. However, I claimed him as a dependent. Does this prevent him from claiming education credit on his return?
My brother is totally disabled and lives with me. He receives monthly Social Security disability income. I provide his housing, food, clothing, transportation, and other expenses. He gives me money each month for these services. Is he considered a Disabled Dependent and can I claim Disabled Dependent Deduction?
I paid many expenses for my child in college. The expenses include tuition, First Apartment Expenses, rent, utilities, and credit card bills. Since she’s in college, are there any Deductible College Expenses I can claim?
I got married in September, but my spouse and I maintained separate households through Dec. 31. Can I be considered unmarried for the year and use the head of household (HOH) filing status in this married living separately taxes scenario?
I have a question about amending tax return(s) and when to amend taxes. If I found an error on my return, which I already filed. However, I haven’t received my refund yet. Can I correct my return error before I receive my refund?
I have a question about a 1098-T dependent issue. My child paid his own tuition, so I didn’t claim a Form 1098-T on my return. However, I claimed him as a dependent. Now, he’s not able to claim the 1098-T on his return. Should I file an amended return?
I’m in a business partnership and I got my Schedule K-1 from my business partner. I think he claimed deductions for the LLC that aren’t valid. Can I protect myself using Form 1040X to file an amendment and do I also need to complete Form 8082?
I have a question regarding the need to file prior year return. I need to file 2014 return. I filed for an extension using Form 4868 on my 2021 return, but I never filed that past-year return. I should receive a refund on my 2021 taxes. Can I file a 2021 return now since I did request extension?
I have a question related to investment property tax deductions and filing taxes. I have a rental property in Colorado that provides income. However, I live in another state. Do I need to file a Colorado return to address investment property tax issues?
I lived in Indiana in 2022 but moved to Utah for a new job in 2023. My new employer gave me a salary advance in late 2022. When filing taxes, do I have to file a Utah return and am I subject to salary advance tax?
I have filing questions related to a workers’ comp head of household situation. My disabled brother can’t live alone, so he lives with me. If he gets workers’ compensation but I pay most of his expenses, can I file taxes as head of household?
I own my own business and I’m a married business owner. I have a question related to filing taxes when married with a business. How should I file — Should I file jointly with my husband for our personal income and file a separate business return?
I have a question regarding my first tax return and if I’m required to file. In 2021 I earned $4,000. I didn’t file, since I would only have received a $15 refund and I didn’t have a filing requirement. Can I file this year without having filed the previous year?
Regarding illegal alien taxes, my nanny is an illegal alien and I paid her under the table. She’s planning on filing a return and using her individual tax identification number. If the IRS asks who she works for, will I be penalized?
If I took continuing education courses from a college that doesn’t send out a Form 1098-T, how can I deduct continuing education tax credit for the tuition, expenses and fees that I paid out of pocket?
I have a 1098-T from my child’s college. It reports her tuition and fees, scholarships, and grants. She also has student loans. To claim the American Opportunity Credit, can we apply the loan to the tuition and fees first?
I have a question about head of household rules. My child’s father and I take turns claiming our child on our returns. If this isn’t my year to claim our child, can I file head of household with a dependent so I can claim the EIC?
In 2008, I bought my home for $89,000. I made about $10,000 in home improvements. So, my total investment is now $99,000. How much can I sell the house for without having to pay back the $7,500 first time home buyer tax credit?
I have a question about repayment of homebuyer credit. I sold my home before living in it for three years. If I had to move for my job, do I have to repay my first-time homebuyer credit using Form 5405?
My spouse and I sold our home in a short sale. We received two 1099-C short sale forms. Both 1099-C Form short sale documents have our names on them, but one has her name first and the other has my name first. Box 2 on each contains the same amount. How do I report this?
I’m the executor of my mother’s estate and have a question about estate tax rules. She died in 2020, but the estate still isn’t finalized. Should I wait until the estate is final to file estate taxes?
I have a question about capital gains on inherited property. My two siblings and I inherited my mother’s house, which remained vacant until we sold it at a loss (based on the appraised value). Are we able to claim a capital loss on inherited property?
I have a question about reporting inheritance. I inherited two bank accounts and part of a mutual fund when my father died. The estate still isn’t settled, but I’ve received the money. Is inheritance taxable income?
I have a question about how to calculate capital gain. My siblings and I inherited our mother’s home. I bought the house from the other siblings and later sold it. What is my basis of inherited property — How do I report this transaction?
I have a question about reporting 401K rollover funds. I recently changed jobs and I rolled over a retirement account from my former employer. Somehow in my transition of accounts, I forgot to report my Independent Retirement Account (IRA) rollover. Is there a form and a process that I can pursue to report this rollover now â€“ Can I file an amended return to report the rollover?
I have a question about reporting short sale on taxes. I sold my home in a short sale in 2022 for thousands of dollars less than the amount I owed on it. We didn’t buy another home, and are renting an apartment. Do I have to report the sale on my return?
I have a small business through which I host at-home parties, catalog parties and online parties to sell products to friends, family and other acquaintances. Because I am new to running a business of this nature, I need to know about the tax reporting ramifications of income I earn from my venture. How much can you sell before paying tax on your earnings — How much do I have to make by selling products at these home parties and similar channels before it is mandatory to file taxes and report the income?
I am trying to determine the alternative minimum tax threshold for my earnings bracket and understand AMT adjustments and deductions. What are the AMT thresholds I need to be aware of when filing my tax return?
I needed to take an early distribution from my 401(k), which my 401k plan allows. Since the withdrawal was a hardship 401k distribution, and it was allowed under the terms of my plan, am I exempt from the 10% early withdrawal penalty?
I want to use distributions from my Individual Retirement Account (IRA) to pay student loans. I am not yet age 59 Â½. Will I owe a tax penalty for taking an early withdrawal from my IRA even if Iâ€™m using the distribution to pay student loans?
I need to determine my estimated taxes paid for the previous two years. I am in search of the easiest way to access the information. Is it possible to obtain a record of my payments online to find the estimated taxes paid for 2020 and 2021?
I can’t pay estimated taxes by the estimated taxes deadline of Jan. 15. Is it possible to postpone or extend the deadline without being subject to penalties and interest payments — what are my options?
I recently received an adjustment letter from the IRS, which explained that an adjustment to my tax return indicates that I am responsible for additional taxes. If I disagree with the adjustment and additional taxes for which I am now responsible, what recourse to I have?
I have a question about the mileage reimbursement deduction on my tax return. My employer reimburses me for my mileage, however it’s a lower per-mile rate than the IRS standard mileage rate. Can I claim the difference?
I have a question about how to deduct business expenses. If I deduct business expenses on my tax return what information do I provide and where? How do I know what is considered an acceptable business expense?
I have a question about health care taxes an claiming my Medicare premium deduction. I pay Medicare premiums and supplemental insurance premiums. Do these premiums qualify for the self-employed health insurance deduction?
I have a question about farm deductions. Last year I purchased a vehicle for my agricultural business and I would like to take the full deduction this year rather than depreciating it? Is that allowed?
I have a question about claiming my charitable donation tax deduction. Is there an itemized deduction limit for charitable donations? When I entered my charitable donations on my tax return my refund did not increase. Why would that be?
I have a question about claiming charitable contributions. I’m a college student and my parents’ dependent. Can I claim a standard charitable deduction for money I donated to charity on my own tax return?
I have a question about the tax filing requirements for college students who earn income and receive scholarships. How do we report W-2 income paid to my daughter by her employer and the scholarship amount listed on her 1098-T?
I was covered by my parents’ health insurance until September 2022, and then I enrolled in my own health insurance plan. My insurance is a HDHP, and I have a HSA. Will I owe a health insurance penalty for failure to maintain coverage?
We bought a vehicle in 2021, but we forgot to claim the sales tax on our 2021 return. Can we claim the tax on our 2022 return or are we required to file an amended tax return form? Would we use Form 1040X?
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