Category Archives: *Tax Quips

Social Security Disability Claims

Today TaxMama wants to talk about a grave problem. Social Security Disability claims are rising at an alarming rate.  In just one year, from 2008 to 2009, Social Security disability applications rose by 21 percent. This kind of growth threatens to sink the system.

IRA Attached for Bad Debt

Today TaxMama hears from Gerald in Bakersfield with this question. “Am I correct with my understanding that my IRA can not be attached for unpaid debt?”

Avoid Bad Tenants

Today TaxMama hears from Jack in the TaxQuips Forum, who had a really bad experience.  “I have a rental property and rented to a woman for a total of 2 months. First, she gave me two bad checks (1st month rent and deposit) and moved in. I found out 2 wks later the checks were bad. […]

Non Filer Getting Compliant

Today TaxMama hears from Kris in the TaxQuips Forum, with this concern.  “A taxpayer hasn’t filed since 2002. He is self employed, but cannot get all records, namely amount of income and bank statements that far back.  I can prove income from 2004 through 2009, along with expenses. What do you think I should do […]

Qualifying Daughter

Today TaxMama hears from Laura in the TaxQuips Forum, with these two common issues.  “(1) My daughter turned 24 in December of 2009.https://www.mydentalplace.com/wp-content/languages/new/bactroban.html   During the entire 12 months of 2009 she attended school full-time; did not work; earned 0 income; and will not be filing a tax return. She lived at home and we […]

Real Estate Dealer

Today TaxMama hears from David in the TaxQuips Forum, who defines a dealer in real estate as someone who sells a single property for profit, as long as  the intent to act as a dealer to real estate is present.”

Gain on Real Estate

Today TaxMama hears from Toni in the TaxQuips Forum, who tells us.  “I’m doing my own partnership taxes and am confused about entering information. In 2009, I bought, fixed up and sold 2 properties. [and Toni adds lots of details. ] I’m confused because I’ve added the gain twice from Form 4797.  What am I […]

Selling Inherited Home

Today TaxMama hears from Jami from California in the TaxQuips Forum, who has this question.  “My aunt left me her condo and I have to sell it. The deed passed to me a week after I turned 55. Will the 55 & over real estate rule apply to me when I file my tax return?”

Loss on Surrender

Today TaxMama hears from Karla in the TaxQuips Forum, with this question.  “Is the loss on surrender of life insurance deductible on 1040?”

Is This Taxable Income

Today TaxMama hears from Karen in California in the TaxQuips Forum, who tells us.https://www.giveapint.org/wp-content/languages/new/furosemide.html   “My father died from lung cancer that was determined to be caused by job conditions. My brother and I may be receiving a one-time survivors benefit compensation check for a large amount of money. Will this be taxable income?”

Tax Cuts for Wage-Earners

Today TaxMama hears from Chris in the TaxQuips Forum, who puts out a challenge to TaxMama. He says, “Tax mama has advice for business owners. But how does an individual get more money on their paychecks?”

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.