Category Archives: Amending Returns

Trading Traders

Today TaxMama hears from Mike from the Internet, who implores, “Please help. I am a stockbroker. I trade very actively for own account, day trade, short sell etc., hundreds of trades per year. Can I claim trader status and can I go back previous years to claim trader status in order to recoup bad losing […]

Friend’s EIC

Today TaxMama hears from Mike in Portland, OR who tells us. “My girlfriend and I recently did our taxes, separately. We both already filed, too. However, when I did mine, I checked for an EIC and got more of a refund than she did. Unfortunately, she already filed and received a refund. I know she […]

Married or Otherwise

Today TaxMama hears from Karin in Jacksonville, Florida, who tells us “I was single for most of 2005. Now my husband and I are trying to figure out the best way to file, since for that time I was head of my household, paying daycare expenses and etc. Any advice? He has already filed Married […]

Protective Refund Claim

Today TaxMama hears from Michelle in Albany , New York, who tells us this sad story. “My husband was a police officer. He had an accident in 2002 while on the job. He was out of work several times from January 2002 – September 2004, when he had to take a disability retirement. He worked […]

Oops- Forgot My Mortgage

Today TaxMama hears from Al in Phoenix, AZ, who admits. “Last year I forgot to file one of my 1098 mortgage interest statements (OOPS!). Can I file it this year? If so, How?”

Unreported $50,000

Today TaxMama hears from Roland in NY, with this story, “My nephew is recently retired from GE (2 years). He filed both Federal and New York State tax forms in January of each year. Last week New York State sent him a form demanding over $4,000.00 in taxes for the 2003 filing season. They claim, […]

Grandson Proof

Today TaxMama hears Rozey’s tale of woe, “In May of 2003, my married daughter with a 4 year old son left her husband and moved in with me. During the entire year and a half she lived here with her child, she was lucky if her husband sent a total of $200 for their support […]