Tag Archives: tax jokes

Employers Need to Act Soon to Get Expanded Credit for Hiring Vets

Courtesy of the Internal Revenue Service Employers that hired unemployed veterans during late 2011 and early 2012 had an expanded period to request the required certification for claiming the expanded Work Opportunity Tax Credit (WOTC). That expanded period ends on Tuesday, June 19. The IRS is reminding employers that for eligible veterans hired on or […]

Simplifying English

The European Commission was considering an agreement whereby English will become the official language of the EU rather than German, which was the alternative possibility.* As part of the negotiations, Her Majesty’s Government has conceded that English spelling had some room for improvement, and has accepted a 5 year phase-in plan that would be known […]

Effective vs Actual Tax Rate

Today TaxMama® hears from KD in the TaxQuips Forum who is justifiably confused.  “I was looking over our tax return and was wondering why we are paying almost 50% effective tax rates on our income. I’m currently unemployed and my husband is an independent contractor. Our CPA included a chart with this year’s tax return. […]

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.”

Follow Instructions

Today TaxMama® hears from Michele in the TaxQuips Forum who makes extra work for herself. “I had to jump over high hurdles on a single bound, tall buildings with a single leap, etc. but still unable to find/get the “Crazy Cat Lady” case referred in the Tuesday, June 6, 2012 email, when you answered a […]

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.

Older Women

Andy Rooney says, “As I grow in age, I value older women most of all. Here are just a few reasons why.” An older woman will never wake you in the middle of the night to ask, “What are you thinking?” She doesn’t care what you think. An older woman knows herself well enough to […]

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. […]

HSA and Medicare

(image courtesy of David Souza and www.taxbrackets.org ) Today TaxMama® hears from Anne in the TaxQuips Forum who is confused. “My husband is disabled and is on Medicare. He has a supplemental policy that we are currently paying out of my HSA. It was set up through my employer for only me. I went to the […]

Horsing Around

Today TaxMama® hears from Paul in the TaxQuips Forum who wants to be generous. “I am considering allowing the use of my horse barn to a non-profit horse rescue organization. This group has several rescued horses that need care and would like to board the horses on my property. Can I take advantage of this […]

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!”