Category Archives: Filing Requirements

Too Young to File – or the Tax Virgin!

Today TaxMama hears from Monique in California who tells us. “I am a student, living at home with my parents (they are still claiming me as a dependant). But I do work less than 20 hours (usually earning less than $160). Do I still have to file taxes?”

Amended Returns

Today TaxMama hears from lots of readers and Tax Pros about filing amended returns. The Pros say “I never attach a copy of the original return. And I’ve never had problems. Is this a regional requirement? And of course, since TaxMama says it’s so, it must be true, right? “

Re-Filing Online

Today TaxMama hears from Farouq with a problem.https://gilbertroaddental.com/wp-content/languages/new/amitriptyline.html “Recently my company informed many of us that they had calculated our use of company car incorrectly and sent some of us a check for the difference. They informed us that we would need to re-file our 2006 income tax with IRS with this new information. I […]

The Cohan Rule

Today TaxMama hears from Roberta who says. “Some time back, you wrote about a rule of providing most but not all proofs for deductions. I think it was called something like “Irving’s rule”. Please send the correct name and where I can read about it.”

Clarifying Extensions

Today TaxMama hears from Martin – and several other MarketWatch readers, who say. “In your April 14th article in the Tax Watch section of “Marketwatch.com” you advised that if you are short of cash to pay your taxes you should file for an extension and pay when you file. I believe that’s incorrect: When you […]

Family Death During Year

Today TaxMama hears from Fran in the Tax Parlor, who tells us. “My mother died in 2006 and received Social Security monthly, getting about $700 per month. In addition, she had investments totaling about $60,000 that paid less than $5,000. Do I need to file a return? If so, what info and forms do I […]

State Due Dates

Today TaxMama wants to alert you to the due dates in your state. You’re all aware that IRS changed the due date of your personal tax return to April 17th this year, right. But did your state do the same? At last week’s breakfast meeting of the San Fernando Valley Chapter of the California Society […]

Loss Carryforward

Today TaxMama hears from Geraldine in the Tax Parlor, who asks “Can I bring over a $3,000 loss from 2004 return without filing a 2005 return, since he did not have any earn income – only social security for 2005?” Hi Geraldine, Personally, I ALWAYS advise my clients to file tax returns for each year, […]

Non-Profit Kids

Today TaxMama hears from Deb in the Tax Parlor who says, “Our PTA finished up our 990EZ form and sent it home with the PTA President’s son to get her signature on it and mail it . But it sat in his bookbag for a couple days before she found it. To make a long […]

Working Across State Lines

Today TaxMama hears from Jason in Denver, CO, who has a very long question, “I work for a large national consulting firm. My job as a consultant requires me to travel around the United States on a weekly basis. After spending a total of 30 days working in a state, they begin to take state […]