Ask TaxMama Issue 536 – Celebrations and Disasters

Happy Martin Luther King, Jr Weekend

Dear Family,

Happy 60th Birthday to Stevie G!

January 15th already. My how time flies. Today, your 4th estimated tax payment is due for 2009. You may need to make a payment you didn’t realize you owed. If you received the benefit of the Making the Work Pay Credit, please check to make sure you have not been under-withheld.

Hooray! Well how do you like that? The new Form 5405 is finally up. You can finally file for your credits. Read all about it, including some sound strategy in today’s IRS News.

Even MORE important. You will also find information on how to make deductible donations to Haitian Earthquake Relief providers. The people in Haiti experienced unprecedented destruction. What’s worse, getting help to them is impeded due to the extent of the disaster – and a government that was never strong enough to build a solid infrastructure. Relief workers, supplies, equipment to provide potable water, medical personnel and more are on the scene and can’t be brought to the victims in a timely manner. Pray for these people – and, as always, be generous. But be careful. Don’t make donations to phony organizations. Do read the information in today’s IRS News.

This is also a long weekend for organizations that observe Federal holidays. Monday is Martin Luther King, Jr. Day. Those of us who grew up during his lifetime know what a different world it used to be. Freedoms and privileges you take for granted were fought for – peacefully – by a great man and the people he inspired. If you are a person of color and can sit on any bus seat, walk into any restaurant or bathroom, or hotel, through the front door, and get treated with dignity – please, take a moment to thank Reverend King. If you can get a job anywhere, based on your skills, rather than your skin – pause and say thanks. I remember. Do you? The world is a very different place because of this stubborn, kind, peaceful man.,_Jr.

Please add ONE helpful tip to this week. This week, you can read more about Dr. Joyce Starr’s new book – SECONDHAND SMOKE CRIMES: When Neighbors Poison You, Your Family & Pets

TaxMama’s TaxWatch column is weekly again. This week, read about how to find a GREAT tax professional. Thanks to all of you who sent in your tips. You will see your name in print! Oddly enough, all the tips came from California.

Today’s Money Funny about Grandpa and the IRS. You gotta watch out for old folks!

This week, you will find TaxMama in the San Francisco Chronicle, Bankrate, and more.

On January 27th, tune up your radios. TaxMama is doing a nationwide radio tour for Office Depot. From the comfort of my own office, I will visit dozens of radio stations, offering a variety of tax tips. Stay tuned for more details!

In TaxQuips this week we start with a financial advisor giving really bad advice about a Roth rollover – and Rita Lewis of coming up with a solution I forgot to bring up. It will save the client a fortune. We also learn more about tax bankruptcies; child tax credits and repossessed property.

As always, we love your feedback, opinions and ideas.
You are what makes all this fun – and interesting!

Please use the Comments link online.

TaxNerd gear makes a bold statement year-round. And it helps attract the opposite sex!
Shop at or*

Hugs from your favorite TaxNerd,

Eva Rosenberg, EA

Your TaxMama is watching…out for you.


01.15.2010 4th Estimated Payment for 2009 Due
01.15.2010 Employers Make monthly Payroll tax deposit
02.01.2010 File Heavy Highway Vehicles Form 2290
02.01.2010 File Tax Return for Wagers (Accepting Wagers, Pool, Lottery for Profit)
02.01.2010 Furnish W-2s to recipients
02.01.2010 Furnish 1099 MISC to recipients
02.01.2010 Furnish 1099 Interest to recipients
02.01.2010 Furnish 1099 Dividends to recipients
02.01.2010 Furnish 1098s to borrowers – Mortgage interest
02.01.2010 File 4th, Quarter Payroll Reports
02.01.2010 File Employers Annual Payroll Reports
02.01.2010 File Annual Payroll for Agricultural employees
02.01.2010 Employer’s Annual Federal Unemployment (FUTA) Tax Return
02.01.2010 Individuals who missed estimated pmt – File & pay taxes
02.16.2010 Employees to File new W-4 with Employer
02.16.2010 Employers Make Monthly Payroll tax deposit on the 15th of each month


Keep your Resolutions:
Here’s a well-thought-out e-book to help you start the
year off properly. It contains a place for you to
list your promises to yourself – and lots of tools to
help you achieve your goals.

Download the book here (just use your e-mail address in this e-mail, so you can avoid subscribing to my newsletters twice.)

Feel free to share this link with your friends, your clients and your mailing list.
Explore Simpleology 101 – It includes set of step-by-step daily missions for you to follow to get more focused and become more successful this year.
You can check them off as you go.

Audio and Video Training
Is 2010 the year you learn to put use audio and video
on your websites or online? Here are some excellent
no-cost training opportunities. All you need is time.
Join David at

Join for free and learn the 10 Essential Success Keys You Need to Know for You
And Your Business to Grow


ThinkGeek has some wonderful, unusual stuff, including something very like a Dick Tracy watch – a touchscreen cell phone PDA watch. They also have the USB Memory watch that holds 2GB of data.

Open your own Zazzle account and create personalized
gifts to your family and friends.
You don’t need to use my designs – use your own photos and artwork.*


Need a Corp, LLC, Registered Agent

Incorp Services Inc. in Nevada – DISCOUNT
20% off on formation services.
Similar discounts on Registered Agent services.
Call 800.2.INCORP – use coupon code – TAXMAMA – or
(no code needed)

Customised Personal or Businesswear – 3 Choices:

Zazzle – Cafe Press – Queensboro

It costs much less than you think to be creative, and to develop your own look and identity.

Use your art or others – and customize it

Zazzle your Imagination. Are you a TaxNerd?
Tell everyone – proudly!*

Create your own customized Zazzle Apparel, bags or more.

Get volume discounts on orders of 2 or more.

Get extra discounts for yourself and friends after you order.

Stuff for business, travel and fun

Cafe Press is the home of TaxMama’s shops

But you can upload your own art and graphics and unify your family – even your pets.

Get extra discounts for yourself and friends after you order.

WOW DEAL! Embroidery

Wouldn’t you love to get your logo or family crest, or picture or whatever, EMBROIDERED on hats and T-Shirts?

Well, it costs a heck of a lot less than you think.
And there’s always a sale!
At the Queensboro Shirt Company

(They have a lot more than shirts – and all sizes)
They do a gorgeous job.