Tag Archives: Internal Revenue Service

Ask TaxMama Issue 535 – Tax Season Begins

Dear Family, Please join me this morning on BlogTalkRadio as TaxMama joins Diane Young at 8:00 am PST Her show is Women and Money: Building Financial Confidence. If you can’t tune in live, you can listen later. www.blogtalkradio.com/diane-young Happy Universal Letter Writing Week! You may not remember, but before email and texting, there was an […]

National Taxpayer Advocate Delivers Annual Report to Congress; Focuses on Taxpayer Service, Collection, Preparer Regulation

IR-2010-2, Jan. 6, 2010 WASHINGTON — National Taxpayer Advocate Nina E. Olson today released her annual report to Congress, warning that increased demands on the IRS have eroded the agency’s ability to meet taxpayer service needs and expressing concern that IRS collection practices are harming financially struggling taxpayers without producing significant revenue gains. In the […]

Reporting Shared Accounts

Today TaxMama hears from Susi in New Jersey, with a common problem. “I have joint brokerage accounts with different members of my family that I manage. The brokerages send the year-end 1099’s in the name of the ‘’primary’’ owner. How can I apportion the profit/loss to each member according to his/her fair share (contribution) in […]

Taxpayer Protection

Today TaxMama wants to tell you about something really important and exciting. IRS’s first announcement of the year made a big splash. IRS proposes new registration, testing and continuing education of tax return preparers. What does this mean to you? And why is this exciting?

Closed Business

Today TaxMama hears from Mary in Oregon, who tells us. “I have run a day care business in my home for many years and have taken business use of home and depreciation. I am now shutting down the business; but I am not selling my house or any of the depreciated assets. When do I […]

Free Electric Cars

Last week, I got a note from a CPA asking me if I knew anything about getting an electric car for free. She said one of her clients had just ordered a free golf cart-type vehicle from www.freeelectriccar.com  . And they had asked her about it after buying it – not before. So, I went […]

Ask TaxMama Issue 534 – Happy New Year

Dear Family, Before we go any deeper into this issue, let me just tell you how very, very, very, deeply I appreciate you for being part of TaxMama’s family. We have just finished 11 years together. Can you believe it? Yup – January 1999 You and your friends and colleagues have made it a joy […]

Getting Credit

Today TaxMama hears from Maxine in Florida, who has two quick questions. “Can someone living on Supplemental Security Income receive an Earned Income Credit if she has one dependent? Can someone who is retired received the existing homebuyer tax credit $6,500?”

Refund Delays

Today TaxMama hears from Dee in Virginia, with this concern. “I filed an amended return for 2007 in July of 2009 and am expecting a refund. I have called the IRS numerous times for a status and was told ‘’It is assigned to a desk, but held up because of tax credit overload and later […]

Per Diems on 1099s

Today TaxMama hears from Rita in Oklahoma, with this question. “I will issue several 1099’s this year. I need to know how to categorize their ‘’per diem’’ pay. Is it broken out; or does it get lumped together in Box #7-Nonemployee compensation?”