KATHERINE

That is great! I was thinking that about those who did not pay yet, they will stop the notice and remove the assessment from transcript, right? Thank you!

Thank you, Abby. The issue is: the 1099R from federal government is 100% non taxable from MD, but DC , from what I read, they only allow exclude $3K. DC allows 1099SSA 100% exempt from tax, not the 1099R. Try to search any exception on government pension 1099R, but didont find yet. (NY allows 100% exclusion on government 1099R). Thank you! Kate

Hi Schiralli, You know NYS Sales Tax collection is very rough. They wont listen that who is actually running business at all. It is very hard to prove your client did not involve the business, and there is no filing of change responsible person. They will only look at who is the responsible personal registered. I think he cannot get away from that. Hope he can recover from that 'real owner'. If he cannot pay, may be do a OIC? Thank you! Kate

Sorry, I thought I resolved this, but I just found that DC may tax on everything, the client received federal government pension, it seems like only exclude up to $3000 from taxable income. Can any friend from DC clarify this? Thank you! Kate

Thank you Judy! I was thinking over and propose below treatment: 2016 & 2017: I will file MD resident because back then he was still movable and still wanted back to home when he can manage, during the staying in DC nursing, he went back a few times for personal matters. Absent from home less than 2 years can take exception on nonqualified use of home when applying IRC 121. Then, 2018-2021 he would file DC resident, pay the tax to DC after set off the credit from MD non resident tax. This position is upon he did not recover as wished and started to long term (permanent) staying in DC nursing home. I have dates from clients and other written (government & third party documents) to show his intension to keep MD home as his only home. Thank you all.

Hi Judy, His wife passed away in 1999. The only home is MD house bought in 1961, he passed away in Oct 2021, and the house was sold Jan 2021. I got the house appraised as of her DOD. He was in a DC nursing home since 2016 and stay there. But all his tax doc still had his address in MD. I still didnot decide his home state yet. I read some where that NY wont count the days in NY nursing home stay towards the 184 days towards NYS resident test. Hope someone encountered this type case that the nursing home and home are in different states. Thank you! Kate

Hi friends, I efiled W2C by following the second method: input the total of both W2s (the wrong one which covered Jan 2021 and Feb 2021 and the correct one which covered the entire 1st 2021) as original, and input the second one (covered entire quarter) as corrected amount on Monday, and by Friday, the affected individual's personal social security account showed the total income earning is corrected. so, I think it is resolved. IRS did not ask me to file 941X though. The agent just removed the "wrong" one and kept the "good" one while on the phone with me. Thank you all. Kate

Thank you, Abby! I was not there when they sell, now, I am filing MD return to claim it back. I thought that is my biggest issue, but since Judy brought up my position in residency is questionable, which starts another problem now. Thank you!

Hi Judy, I am uncertain on this as well. I remembered that I read some where in the past that NYS does not take nursing home stay as days towards 184 days to determine residency, but I cannot find it now. Of cause, now, we are talking about MD. which is making it more confusing. I did a lot searching, and still not clear on this. Thank you! ---Kate

Thank you all who put attention. I just found out IT IS A PREPAYMENT and will claim back when file the tax return. Thank you!

Hi dear friends here, Can any one help to understand the WITHHOLDING TAX paid during closing of a MD non-resident selling a house in MD? Client was a nursing home resident in a nursing home in WASHINGTON, DC for since 2016. He had a home in MD since 1961 with spouse (passed away in 1999). He sold that house in 2021 prior of his date of death in 2021. On the closing statement, I saw MD withholding tax for $60K paid to CIRCUT COURT. I asked the daughter, she does not know what is that, and where is the money. I searched a few places, found that non resident pays 8% of contact price to the comptroller as non resident withholding tax. I want to know is: when I file his MD tax return, (I prefer file as MD resident because he was in nursing home which should be treated as temp absent, right?), can I claim this $60K as prepayment and get the refund after offset the capital gain tax on the selling? Thank you so much and wish every one has a wonderful day! Kate

Thank you all Like all expected, the old payroll company ignored me, I sent a ticket last week, and no response. But thanks to Judy, I will do the correction as you quoted. I am so glad to find the solution on this. Really appreciated, many many thanks. I will follow up and update here to see how long it will take to get it fixed.

Thank you, Judy. It is good idea, let me contact the first payroll company, hope it will work. Thank you!

Dear friends here, I need some advice how to fix this error: The employer switched payroll company during the first quarter of 2021. But, the old payroll company did not stop filing as instructed for that quarter. It ended as the old and new payroll companies both filed 1st 941 2021. (the later payroll company's efile 941 got rejected, I suggested them to mail it because the later one covered the entire quarter). I called IRS and explained to them that they should discard the first 941 e-filed by the older payroll company, and there was no overpayment. After a while, in a following up call, I was told they did the correction and only kept the later paper filed 941. But by the end of the year, I discovered, the older payroll company submitted W2 for that short period too. so, now, it ended the employees in that company have two W2s from the client, one from the older payroll covered only two month of 1st quarter 2021, and new payroll company had filed W2 for the whole year's payroll. I called SSA at the owner-employer's half and tell them the small amount of W2 should not be counted, they told me to contact IRS. I called the professional line, they said they dont handle this and only the withholding department handles it. Now, the withholding department is not taking calls. Anyone can advice what should I do? Thank you! Kate

Hi Lion, What I did is: I posted all in liability first then based on 12.31.2021 reported, move it to TAX EXEMPT RRF GRANTS (Other Income). Then, the balance of NOT SPENT yet, will remain in balance sheet till 12.31.2022 when you file the RRF reporting again. Thank you! Kate

Catherine, I have a lot fruit trees too. Once I heard someone referred my home as " The house with a lot fruit trees at the corner." I have pear, apple, quince apple, cherry, fig, persimmon, strawberry, pomegranates, peaches, melons and a chuck berry. Blue berry died already. Sounds a lot, but they are not doing well. My fruit trees are dying. No fruit from persimmon for last two years, no fruit from peaches because the leaves dried up by it self. , Cherry is too young. I dont know what to do now.

Hi Illmas, I dont have this type case, but I remember when you input 1095A, there is a box said is there another person on it.? So, there parents should mark yet, and then your client report his share? I dont know whether it is consider a way to resolve it? Thank you!

Thank you all so much!

I have a question: if client decides to file 2014 through out to now and report schedule C income, can he claim social security for those year even those year were old and he may not have much documents to support the income and expenses? Thank you all.

WOW, really? No one can teach you a little bit, Iphone is very convenient. It is a little everything: GPS, Banking, Shopping, order food, Contact books, email, Password Books.........

HI Jackie, I think I would take the interest as the year it is received. Because, when the 941X was filed, you would not be able to know how much interest will be , you will only know the ERC receivable amounts based on the worksheet. So, when you make the JE to provide the ERC, you will only reduce tax and wages part to get your PL. Anyway, I think it is not a big deal, but I prefer recorded the interest income in the year it was received. Thank you!

Thank you, Terry!

That little tree looks cute in day light though. Anyone grow real fruit trees?

so neat!

That is what I thought. The CALSAVER has cap of $6K, so why not let employees doing by themselves. Personally, I wish no one wants to participate, but if even one person wants, I have to do the whole compliance procedures. Will see later how the steps to follow. Thank you!