Tag Archives: Susan Holtgrefe

Sick Humor

The patient receives a letter from the hospital describing what will happen when she arrives. She will be assigned her own personal nurse-advocate. One the nurse’s duties will be to mark the location of the surgery on her body. The other is to ensure that the doctors operate on the correct side or limb – […]

What’s the Worst That Could Happen?

Today TaxMama® hears from Eliezer in the Tax Quips Forum with this question. “A client owes the IRS about $200 from 2011 taxes. He filed on extension and they sent him a notice for his balance due including penalty and interest, which is due Dec 10. I tried counseling him to pay what he could […]

Supporting Family

Today TaxMama® hears from Sue in the Tax Quips Forum with this issue.https://theoryofknowledge.net/wp-content/languages/new/writing-services.html “My parents are both unemployed and lived with me all year. My dad did receive unemployment, but it was about $3,300 for the entire year – my mom did not receive any unemployment. My younger sisters also lived with me – they […]

Ask TaxMama Issue 664 – Honoring Veterans Weekend

Dear Family, In honor of Veterans’ Day this weekend, in IRS News  we are reminded that time is running out to get a substantial tax credit for hiring a veteran this year. The special, expanded tax credit will end on December 31st. So start interviewing now. Another special opportunity is open until December 31st. In […]

Husband Passed Away

Today TaxMama® hears from Jeanne in the TaxQuips Forum, with a sad question.  “My husband passed away in May 2012. Could I file as head of household? And can I claim him for the full year?  He had income from SSI which had no taxes taken out.”

Ask TaxMama Issue 648 – 4th of July-ish

Lots of people are taking off early and getting ready for 4th of July in advance. Others are taking a long weekend next week – including my Lulu. Can you imagine – she’s off to a beach party for the 4th of July in a nice secluded cove. It actually looks really nifty. They seem […]

Ask TaxMama Issue 647 – Happy Summer

Dear Family,  Happy Summer! Yes, despite the fact that many of us in sunny climes start to celebrate summer on Memorial Day weekend, the planet didn’t recognize summer until this week.   Finally, this weekend, my mother’s 90th birthday party! I saw the album the girls put together. Lots of wonderful pictures! Lots. But, I think […]

THE Ultimate Tax Nerds of 2012!

Taxes are terrifying to so many people. But the fact is, some of us just find the whole subject irresistible. We talk about taxes; think of ways to reduce taxes; dream of loopholes; are compelled to help others find tax breaks; and love to read all about the nuances and changes. WE are the Tax […]

Child Tax Credit Trick

Today TaxMama® hears from Gary in the TaxQuips Forum with a brilliant observation. “I was working on a tax return for a married couple with income too high to receive the $1,000 Child credit. I have found (just recently) that if one of the spouses has a much lower income, or no income, filing them […]

Ask TaxMama Issue 635 – Swallowing Tax Pride

Dear Family, This year, the Swallows Day Parade will be held in San Juan Capistrano on Saturday morning. Each year, they welcome back the swallows who return on March 19th. Folks in Southern California can join in the fun via Amtrak’s Surfliner (SNC station) and walk over to the festivities. (The southbound train will get […]

Winners – Fifth Week – TaxMama’s Ultimate Tax Nerd Contest

The Fifth  weekly winners in TaxMama’s search for the Ultimate Tax Nerd of 2012 are: Melissa Guy for  Just barely April 18th 2012   Susan Holtgrefe, EA for How life looks with your tax goggles on