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WITAXLADY

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    WI

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  1. yes - I will try and research also before April 1.. time flies so fast with S corp dates!1 Thank you, D/WI
  2. update - now he says he filed 2 years, not the earliest - mine to do! I gave them all to him! and it is in the report he sent to his attorney who sent it to my counsel who said What are you talking about!! needs to end! But glad some money was gotten and someday I will get my share unless he eats it all up traveling and paying for his gas reimbursement!! gotta love them - cant shoot em D/WI
  3. oh my goodness! This always comes up on the warnings - "check into making the scholarship taxable" and I have always wondered about it - but never took the time. Thank you for the info!! D/WI
  4. I started reading and forgot what I was going to ask.. If someone has VA coverage - and meets the other requirements - high deductible - can they do an HSA? Can the spouse do an HSA for just her? Thank you, D/WI
  5. roof - gone but many of the 30% are still limited to $600 - better but not great! IMHO D/WI
  6. but did you notice - no additional cost - so it still is not free to start with! Does anyone want to file my easy ones that I am not going to review? Inputted by staff but I check everything and I am so far behind this year! more complicated ones and so many interruptions of everything else but taxes! Considering how to get these filed?Best, D/WI
  7. Farmland preservation credit - based on acres enrolled in.. and no income limits - changed about 5 years ago - based on $$ program you are enrolled in adn # of acres. So her/their (when Dad was alive) generated the $1,875 a year. That is 3 (now2 years) x 1875/6 siblings - he is wasting! $600 - let it go!!?? I work hard to make that much! D/WI
  8. I give a $15 credit if they bring them back filled out! along with the Drop Off Client Form ... D/WI
  9. I did my mom's taxes for years.. She passed away in 2020 and my brother is now PR. I prepared the 2018,19 and 2020 for the FPCredit. Been getting it for 20 years.. I turned them over to him to review and file. His CPA says she does not qualify. The estate has already lost the $1875 for 2018 - soon she will lose that for 2019 and then 2020. I talked to him and he says his guy must be correct.. What can I do - My attorney would not get involved. Mail it in using his address? Sign as me for him? Let it go? My other family members won't fight him.. Best, D WI
  10. If son is not interested, let it go - just tell him to pack her papers in a box, in case IRS ever asks... D/WI
  11. googled - 1 source says taxable, 1 not.. so it is a loan distribution not repaid from leaving his job.. Both taxable and penalized? age 33.. Thank you, D/WI
  12. E-file created - wants HOH for wi to check on main info - married - they are not married and have not been for years.. cannot file WI.. update? correct? thx D/WI
  13. Thank you all.. I did read the Pubs - 15b, etc This is a special rule to add back the 2% shareholder's health insurance to the box 1 wage. Just trying to determine if it can be just $7,500 and that takes care of the IRA And the amount of HI.. Thx d
  14. FYI - Their wages in box 3,5 are an additional $15,500 or $19,000 as they are putting that in their SIMPLE.. Just trying to determine if box 1 for an IRA has to be the IRA amount of $7,500 plus the HI amount or if the IRA amount is enough and the HI is part of that.. Most of these are smaller S corps, either with other income or close to or are retired.
  15. Well, I can try but this is state and I do not think WI has supervisors!! (tongue in cheek!) Thank you! D
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