Tag Archives: Internal Revenue Service

Getting IRS Refunds after 3 years

Today TaxMama® hears from Lisa in the TaxQuips Forum who wants clarification. “Is there any way to amend an old tax return and receive a refund after the 3 year limit? I think you briefly touched on this in the CPE Link webinar last week.”

Spring 2012 Statistics of Income Bulletin Now Available

Courtesy of the Internal Revenue Service WASHINGTON — The Internal Revenue Service today announced that the spring 2012 issue of the Statistics of Income Bulletin is available to the general public. This issue features information on high-income individual income tax returns filed for tax year 2009.

Amending Multiple Years

Today TaxMama® hears from Saver in the TaxQuips Forum with a reasonable question. “I have just received a corrected mortgage interest statement for the tax year 2010. Because the amount is lower, and I itemized in the return, I will owe some money. The taxable state refund should be smaller for the tax year 2011. […]

Lump Sum SSDI

Today TaxMama® hears from Jan in the TaxQuips Forum who feels overtaxed. “How do I spread my Lump Sum SSDI payment over 3 years? I waited a long time to start receiving benefits. Now the IRS wants me pay back for my lump sum!”

OIC – Slashing Tax

Today TaxMama® hears from Sallie in the TaxQuips Forum who is puzzled. “I am trying to prepare an offer in compromise. When I go through the computations in the updated Form 656 package, the offer amount equals more than the tax they owe! I’m missing something. Please help.” Hi Sallie, What you’re saying is, that […]

IRS Announces 43 Small Offices to Close, Others to be Consolidated

…Agency Sheds More than One Million Square Feet of Office Space Courtesy of the Internal Revenue Service WASHINGTON — The Internal Revenue Service today announced a sweeping office space and rent reduction initiative that over the next 2 years will close 43 smaller offices and reduce space in many larger facilities. These measures will save […]

IRS Announces More Flexible Offer-in-Compromise Terms

…to Help a Greater Number of Struggling Taxpayers Make a Fresh Start Courtesy of the Internal Revenue Service WASHINGTON — The Internal Revenue Service today announced another expansion of its “Fresh Start” initiative by offering more flexible terms to its Offer in Compromise (OIC) program that will enable some of the most financially distressed taxpayers […]

Adoption

Today TaxMama® hears from Hilde in the TaxQuips Forum with this question. “My son and daughter-in-law just adopted a special needs child from China. We know that there was a tax credit avail last year. Is there a tax credit for 2012? If yes, how much is the credit for? Some of the expenses were […]

Mileage Method

Today TaxMama® hears from Walter in the TaxQuips Forum with a most astute question. “Is there a limit to how many miles of standard mileage auto/truck expense a self-employed taxpayer can take on their Schedule C for a given year? The portion of the business standard mileage rate treated as depreciation is on average about […]

Self Employment and Canada

Today TaxMama® hears from Tony in the TaxQuips Forum with this question. “I have a friend / client who had self employment income in both US and Canada. He has already filed in Canada and is asking me to use the same income amount declared there, here in the US. He now owes the Canadian […]

Ask TaxMama Issue 642 – Hot and Busy

Dear Family, We are running very late today because I started the day by writing articles. The first one was completed on time – TaxMama’s 10 Tips for Success. But the second took quite a bit longer. I got absorbed researching in this week’s MarketWatch article. It’s essentially exploring whether or not delayed tax benefits […]