helow

Good morning, Wife is a Green Card holder from Canada. Her husband, US citizen died in 2012. They lived in VA and had three children, all born in the US. She filed the 2012 taxes as MFJ. On June 2013, she moved to Canada with the kids and stayed there until june 2014 and thereafter returned to the US and settled in OH. She has received SSA-1042S for 2013 but the kids received SSA-1099. She also has received a Statement of Survivor Annuity Paid. I have no experience with this and would like yat all? 2) She spent six months in VA and six months in Canada. Does she need to file with VA State, for both 2013 and 2014? 3) Where do I need to report the payment of Statement of Survivor Annuity Paid ? I have no experience with this s and would appreciate for your help with the above questions. Thank you and happy new year to you. Helow

Another question. TP 2009 shows a refund of 10,000 after including $8000 in line 67 and 2008 she received 7500 refund after she included 7500 credit. The difference between 10,000 and 7500 should be her refund, right? How does it work? Thanks Helow

CORRECTION TP bought a house in 1/20/2009 and received $7500 first time home buyer credit. She heard about the free $8K tax credit and filed 1040x for 2008 and included $8K credit in line 67 of her 2009 tax return. Today she received a letter from IRS with a bill of over $6K, not including interest and penalty. In IRS respond they say that the credit is disallowed because she owned another house. When I asked tp about this she says this is her first home she ever purchased. Could there be mistake here? Maybe the IRS is thinking that TP is claiming the credit again! Has anyone experienced something like this? Thanks Helow

Sorry, TP bought the house on 1/20/2009. She also file 5405 and mail it along with her 2008 and 2009 tax. Thanks

TP bought a house in 12/1/2008 and received $7500 first time home buyer credit. She heard about the free $8K tax credit and filed 1040x for 2008 and included $8K credit in line 64 of her 2009 tax return. Today she received a letter from IRS with a bill of over $6K, not including interest and penalty. In IRS respond they say that the credit is disallowed because she owned another house. When I asked tp about this she says this is her first home she ever purchased. Could there be mistake here? Maybe the IRS is thinking that TP is claiming the credit again! Has anyone experienced something like this? Thanks much Helow

The son received scholarship and did not pay for any of his education expenses. He lives with his parents and his father drives a cab. Father's gross income was $32K this year. I also understand there is another son who is 23, full time student and earned $15K. His tax return, done by someone else, shows that he claimed himself. I feel like I am helping someone to avoid his tax liability but I want to help this guy if an amendment can be done. Thanks Helow

I filed this Tp 2009 tax. He claimed all his kids including one who is full time student who made about $7K. He received his refund. After weeks, TP came again with his son to file his son's tax. The son had 1099 and has to pay over $1K. The father did not like this and asked me to amend his previously filed tax to remove the son so that the son can claim himself. I told him that I would think about the legality of this. My research shows that the father's refund would not change, he does not to return any monies. My question is can I legally do an amendment so that the son can "avoid" paying the $1K? He would pay far less that this. I am just not comfartable doing that until I am certain it is legal. I need your help. Thanks Helow

Thank you all

Yes the son was a full time students and he says he provided more than half of his son's support. But I do not know how he could provide more than 1/2 of his son's support since the son made more than the father!

TP is cabbie and made $23K. He wants to claim his son who is 23 years old who made more than he made! Can he claim as dependent? Thanks Helow

KC. Thanks for your response. Here is what I understood from her. She was terminated (don't know why). She qualified for UC and received for couple of month. She was sued and had to repay all the UC she received. Her position is that since she has to return the money she can exclude it and attached the jusgement letter. I think she has a valid point. This is not income to her since she is must return it in installment. What do you think? Thanks much Helow

TP was laid off and received enemployment. She paid federal taxes on the benefit. Company then sued her and won the case. Can TP exclude this amount from her return? I think so but would like your input. How do you treat the taxes she paid on the benefits? Thanks Helow

I think she is a qualifying person since they lived together for the entire year. 2. She made less than 3500.00 dollars 3. Boyfriend provided more than half of the support costs. 4. No one else is claiming her. I think she is dependent but am concerned about VA law. Thanks Helow

Quick questions. TP lives with his girlfriend all 2008. They have 2 children. Girlfriend does not work and she is not a qualifying person for anyone. I think it is in violation VA code to cohabit. TP is HOH since he support his kids 100%. What do I do with the girlfriend? Is she dependent or completely take off of the return? Any help appreciated? Thanks Helow

I have completed this tax return and before I call the customer and tell her she need to pay I would like to know I am right. TP rented out this prorperty since 10/2003. She lived there for 3 month prior to her renting it out. She sold it on 4/28/09. I prepared form 4797. Sales Price..............................................455,000 Cost/Sales expense..................................362,631 Depr recaptur + 4 months of depr...............56,212 Adjusted Basis..........................................306,419 Gain.........................................................148,581 This gain is shown on line 13 of form 1040. This amount did not show up in Sch. D! Why not Do you see any wrong with my calculation. Is there any way to legally avoid the recapture? Thanks much Helow