Marriage

Taxes After Death

April 30, 2012
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Today TaxMama® hears from Darlene in the TaxQuips Forum with this question. “A couple has filed married filing separately for at least 4 years. About 3 years ago he went into a nursing home. She continue to file married filing separately, preparing his return for him also. The nursing home took just about all his [...]

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Fiance’s Financial Fiasco

September 21, 2011

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  Today TaxMama hears from Sandra in the Tax Quips Forum with a quick question. “My soon-to-be spouse has a mountain of back tax debt. Can this affect me in any way or my property? I live in Missouri. He also has terrible credit.” Share this:

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Putting Life on Hold

September 13, 2011

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  Today TaxMama hears from Kris in the TaxQuips Forum, with a long story. Let me summarize. Her boyfriend is behind on filing personal and payroll tax returns. He tried to get help from an accountant who may have overcharged him, and did not complete the work because he couldn’t pay the bill. They want [...]

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Bride Files Alone

June 22, 2011

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Today TaxMama hears from Nancy in the TaxQuips Forum with several questions.  “I am to be married this year. I am going to file as married, filing separately (MFS).  Can I claim my husband since he is disabled and collecting social security disability? Also I understand that I cannot mix the standard deduction and itemizing on [...]

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Just in time for Valentine’s Day – Taxes for Partners!

February 11, 2011

Partners’ Filing Status Varies Federal to State, and State to State Courtesy of CCH – This article is SO important for all domestic partners to read! (RIVERWOODS, ILL., February 11, 2011) – Whether opposite-sex or same-sex marriage, civil union or domestic partnership, your relationship can have tax consequences, according to CCH, a Wolters Kluwer business [...]

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Same Sex Yo-Yo

August 17, 2010

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Today TaxMama wants to discuss a tax issue that will affect tax preparers, certain taxpayers – and perhaps your friends and relatives around the country. Same-Sex marriage. Please don’t turn away because the  topic is odious to you. You probably know someone affected – and may be able to help them. Share this:

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Marriage and Money

June 22, 2010

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Today TaxMama hears from Pradeep, who just got back from a wonderful, full weekend of family wedding festivities. This reminds me of all the delightful weddings coming up this summer – in the lives of all our families and friends.  So let’s talk about marriage and money. Share this:

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Domestic Partner Benefits

April 13, 2010

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Today TaxMama hears from PS from California in the TaxQuips Forum, with this question. “Prior to getting married, my girlfriend had me on her medical benefits through her employer because it was significantly less than through my work.  The benefits I received are considered “income” by Federal govt and are actually added to her taxable wages.  [...]

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TaxMama s Tax Quips Forged by Ex

January 18, 2010

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Today TaxMama hears from Tami in Tennessee who’s been violated. “What can you do when your ex-spouse forged your signature on a tax return? I have a copy of the form 8879 where my signature is obviously signed by my ex husband. The refund of over $4000 was deposited in his checking account. What do [...]

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Separate Newlyweds

December 8, 2009

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Today TaxMama hears from Ingrid in Illinois, who tells us. “We are over 40 and got married in December 2008. We have two homes, separate bank accounts, and maintain our own households. Can we each file Head-of-Household for 2009?” Share this:

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