Tax Information

Separate While Incarcerated

May 22, 2013
view from prison

Podcast: Play in new window | Download Today TaxMama® hears from AShepherd in the TaxQuips Forum, with a sensible question. “I filed married filing separately this year because, at the time, my husband was incarcerated. He is out now. Can we file jointly still and if so, how can we ( will a 1040x do [...]

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IRS Missed It

May 20, 2013
Sapphire Skies over DC

Podcast: Play in new window | Download Today TaxMama® hears from Jack in the TaxQuips Forum, who is frustrated. Let me summarize. After not filing for a while, he got caught up. Now, the IRS has sent his wife a notice saying she didn’t report the sales of her stock. Jack says all that information [...]

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Research Grants

May 13, 2013
Study Hard young woman

Podcast: Play in new window | Download Today TaxMama® hears from a couple of people in the TaxQuips Forum, with similar questions. The second one combines both person’s concerns. “My wife is a graduate student who received a few research grants this year. Some of them want to give the money directly to her instead [...]

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No Per Diem

May 8, 2013
what a way to travel

Podcast: Play in new window | Download Today TaxMama® hears from Angel in the TaxQuips Forum, with a naive question. “I travel out of the country, on average, 6 months a year. My company handles everything pretty well, but I do have one question. If we take a day off for whatever reason, we lose [...]

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Living Tax-Free

May 6, 2013
IRS Building

Podcast: Play in new window | Download Today TaxMama® hears from Clifford in the TaxQuips Forum, with an excellent question. “I was told in an investment class that dividend income and social security income could be “blended ” to reduce taxes. We were told that up to $70,700 dollars could be sheltered from taxes. When [...]

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Homebuyer Credit is Broken – Again

May 1, 2013
waiting for the money

Podcast: Play in new window | Download Today TaxMama® hears from MelissaMarie in the TaxQuips Forum, with a new problem. Let me summarize. She sold her home at a loss last year. She had bought it in 2008 using the Homebuyers Credit – which was required to be repaid – unless she sold the home [...]

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Value of Exemption

April 29, 2013

Podcast: Play in new window | Download Today TaxMama® hears from BBall in the TaxQuips Forum, with a common issue. He is trying to understand whether he should claim zero or 1 on his W-4 – and what affect that will have on his paycheck.

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Very Late 1099

April 24, 2013
big dog

Podcast: Play in new window | Download Today TaxMama® hears from BigDog in the TaxQuips Forum, with an odd occurrence. “I received a 1099 for 2006 on 04/01/2013. This 1099 is from an old employer, who has in the past accused me of receiving more money than I earned. However I did file a 2006 [...]

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Interest on Refund

April 22, 2013
finally got refund

Podcast: Play in new window | Download Today TaxMama® hears from Stan in the TaxQuips Forum, with a valid question. “In October 2011, an amended Estate Tax return was filed. The IRS did not complete their review until the beginning of April 2013. However, they are only showing interest payable for 53 days.”

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