Category Archives: Divorce

Ex Falsified Return

Today TaxMama  hears from John in the TaxQuips Forum. John tells us  “my client’s ex-husband filed their tax return online last year and had the refund check deposited into his own account. My client did not get to see the return until it was forced out of her ex-husband during their divorce case.” (there’s more…)

Same Sex Yo-Yo

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.

The Economics of Divorce

  A woman says to her mother, “I’m divorcing Jeff ! All he wants is sex, and my you-know-what is now the size of a 50 cent piece when it used to be about the size of a nickel.” 

Marriage and Money

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.

QDROs

Today TaxMama hears from Mona in the TaxQuips Forum with this problem. “I recently started to receive a QDRO check from another state.  How do the income taxes get handled? Do I pay the issuing state or the state I live in?”  http://taxmama.wpengine.com/forum/taxquips/qdro-taxes/

IRS Problem Resolution Day

Today TaxMama wants to give you some pointers on how to use the IRS Open House days effectively. People write to us with IRS problems all the time. I wish I could solve them all for you. But, generally, the only way to solve your problem is for you to take action. Here’s your chance […]

Splitting the Dependency Exemption

Today TaxMama hears from Suzan in California with is bewildered. “Someone sent me an email stating that they were told by H&R Block that divorced couples can split their children’s dependency exemption based on a new ruling for 2009. That the exemption can be split six months for Mom and six months for Dad. I’ve […]

Divorce Settlement

Today TaxMama hears from Misty in Missouri who wants validation. “I received a settlement in my divorce for half the equity in our home. It was $15,000. I think in reading this is not going to be taxable. Is that correct? I’m keeping my fingers crossed that it isn’t!”

Divorce and Residence

Today TaxMama hears from Joan in California, with this issue. “I owned a house with my ex. We bought it together in 1985; but I left and he stayed. Through a lengthy lawsuit costing me $25,000 the house was sold and I received $40,000. Once I left I never paid mortgage or upkeep. What is […]

Decedent 1099-C

Today TaxMama hears from Thomas in Maryland who tells us. “I was legally separated from my spouse 3 years ago. My spouse passed away 2 years ago. I just received a 1099-C tax statement addressed to her estate. Since I was legally separated, am I obligated to report the 1099-c amount on my taxes?”

Who Did I Work For?

Today TaxMama hears from Bryan in New Jersey, who says. “I lost my W-2’s for a couple of years. I didn’t get a chance too file because of a nasty divorce. How do I get copies of these W-2’s, since most of these employers are out of business; or I just plain forgot who I […]

Amending to Separate Returns

Today TaxMama hears from Dana in Florida with this question. “I am in a very nasty divorce. We were separated for the past 7 years and for 4 of those years I agreed to file as married filing joint. Can I now go back and re-file as married filing separate? It will not hurt me […]