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ACA question - If an individual is receiving alimony but the

ACA question - If an individual is receiving alimony but the alimony is not taxable to the person receiving it, does it have to be included when calculating what your income is to figure out what your premium should be.thank youJeannette

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Robin D.

Vocational, Technical or Trade School

20,962 satisfied customers
I am a Civil Rights / disability rights Advocate in St. MN

I am a Civil Rights / disability rights Advocate in St. Paul MN and own my own home. Problem/question My Husband has high munitioning Autism (diagnosed) and last year on a whim got an apartment on 1/10/15 then kept it until 12/31/15. He got a rent credit of #1,800.00 but failed to clam it on taxes. He came home, and tells me that line 8 precludes him from that credit. I think the law provides we were technically separated in 2015, and he could have claimed the credit. The house is in my name alone (not his). He says the credit could only apply to my homestead credit, where he was not living, yet to me that makes no sense. He lost the document from Rose Vista Apartments and I am struggling to get a copy. He also squandered our retirement >$77K without my knowledge in 2015...yes hes in the dog house and yes I'm a fool to take him back but I cannot discriminate against him for having AS. Every penny counts right now, so can we still claim that rent credit for $1,800.00 from 2015? or must we refile? Or what? Please advise.Kimberley Bukstein, Civil Rights Advocate *****St. Paul, MN 55108 (###) ###-####***@******.***Kimberley Bukstein is a Civil Rights Advocate from Minnesota that works on cases all over the nation. Ms. Bukstein specializes in ethics issues arising in litigation and government agencies. Finding innovative solutions to complex problems, Ms. Bukstein supports the rights of everyone regardless of position or circumstance and helps legal professionals and public officials identify and repair problems.

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Barbara

Enrolled Agent, Paralegal

5,014 satisfied customers
I am thinking about moving my counseling practice (LLC) from

I am thinking about moving my counseling practice (LLC) from Florence, KY (Boone Co) to Cincinnati, KY (Hamilton County) because I was told that there is a tax advantage enacted by the OH governor. There are other reasons for possibly moving, but I wanted to see if the tax advantage was significant.

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,276 satisfied customers
Because my tax documents were stolen and because I didn't

Because my tax documents were stolen and because I didn't think I needed to file, I didn't file my 2007 taxes until 2016. However, the IRS has been deducting $347 a month from my social security check since 2011. I received a 21B saying I overpaid $18,000 and would receive a refind. Will I receive any of that due to the 2 year rule

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Mark Taylor

Certified Public Accountant

Masters

956 satisfied customers
For our 2015 Federal Income Tax return, the IRS has reduced

For our 2015 Federal Income Tax return, the IRS has reduced our TurboTax calculated refund by $500, the exact amount that Fidelity, following our instructions, withheld from my wife's annual withdrawal from her IRA. Fidelity reported this amount to the IRS on a Form 1099-R All of the Fidelity data for our three Fidelity accounts was entered electronically into Turbo Tax by internet download. In entering data into Turbo Tax I also entered this withdrawal amount under "other withholdings". I'm assuming that this constituted a double entry of the withheld amount and was, therefore, the reason the IRS reduced our refund by an equivalent amount. Am I correct in thinking that if a financial institution files a 1099-R covering tax withheld from an IRA distribution and if that financial institution's data is subsequently downloaded into Turbo Tax, then I, the filer, should not also enter the amount withheld under "other withholdings".

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Mark Taylor

Certified Public Accountant

Masters

956 satisfied customers
Facts: In 2013 we cashed in an annuity of $84,135, the

Facts: In 2013 we cashed in an annuity of $84,135, the Federal tax withheld was $16,827. Using the H&R Block tax software we filed the 2013 return in May 2014 as we calculated a refund and understood in such cases the return does not have to be filed on or before April 15th. We believed we rolled over the $60,000 by reinvesting it in an insurance company. The tax software entered the $60,000 on line 2 (rollover of partial distribution) on the 1099-R worksheet. We overlooked reporting small dividends in the amount of $295.We received an IRS Notice CP2000 dated May 4, 2015 which added the $295 and the $60,000 to our taxable income and stating we owed taxes in the amount of $15,397. Plus penalties and interest totaling $19,557. We filed a 1040x to correct the $295 amount and to explain the rollover of the $60,000. We have been arguing with the IRS since and now are told we owe $21,146.17 due to more interest and penalities.Now we received an IRS Notice CP91 dated June 13, 2016 intent to seize 15% of our Social Security benefits. This seizure has been completed with our August 2016 benefit payments.My question is, how did we incorrectly report the rollover of the $60,000 from the annuity as that is the lion share of the additional income the IRS states we received. And secondly how do we now correct the error if there is one?

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Mark Taylor

Certified Public Accountant

Masters

956 satisfied customers
I am in the middle of a divorce and need to have a estimate

I am in the middle of a divorce and need to have a estimate how much California tax and federal tax I will owe on my income come tax time at end of the year, we have not had a judge tell us which of us can claim our son yet but his attorney keeps saying my income is not taxed. I know it is at the end of the year it has been since I was disabled in 2009. My income is as follows. SSDI for mysel $1190 monthly minus part B premiums of $178 and Part D premiums of $75 . I get SSDI dirivative from my past employment for my 15 year old son of $297 a month, Cal-pers medical reirement (taxed) $437 a month, Child support $298 and Alimony $552 a month. please give me a amount I can turn into the judge to concider for my income and expense decleration.

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emc011075

Tax advisor and Enrolled Agent

Bachelor's Degree

4,012 satisfied customers
IRS Discount for owing more than $10,000 in back taxes and

IRS Discount for owing more than $10,000 in back taxes and garnishments How do you remove the lien?

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Mark Taylor

Certified Public Accountant

Masters

956 satisfied customers
IRS and state Taxes: Maryland, New York, Colorado I need to

IRS and state Taxes: Maryland, New York, Colorado I need to go to the IRS first thing in the morning.The IRS just leaned me and took 20% of my social Security check. I need to find out what forms I need to file to let them know that I do not have any money or assets. I do not own a home and am presently renting but can not even pay my rent because they took the cash from my social security payment.Where is the nearest IRS office in Tucson, Arizona near my zipcode of 85749 or 85750.Next since they say I owe $31,000 what Fresh Start Program can I apply for and what forms and instructions do I complete?What financial statement do I take to them to show them my financial status so I can present to them my expenses and how they just wiped me out?I am not working and do not have anything except my social security at this time and with the liens and the fact that I was not able to report to them when I lived in Maryland they reversed my previous return and hurridedly closed an audit with no meetings with me and has caused extreme hardship.I have creditors constantly calling me, and liens and as I have undergone surgeries of my eyes, Retinal Surgery first and in 2015 2 catarac surgeries in my right and left eyes.When they called me in for the audit I was recovering from knee replacement surgery and physical surgery and could not walk or drive.I asked the agent to leave the audit open until I could gather receipts from 2008, 2009 and 2010 the years that they reversed my expenses from my schedule C.I have lost everything and have notices from states as well as interest that is getting to be higher than the amount that they say I owe.I am 64 years old and devistated.I was not able to file for 2013, 2014 and 2015 as I could not see and am still recovering. I need an answer as soon as possible as the very complex statements can be filed for 2013, 2014 and 2015 tomorrow, and then I can go back to do a 1040X for the years that they erased my expenses,I do not have money for an accountant or attorney so please do not reply asking me to pay you to answer these questions as I do not have the money.I just need to know where is the nearest IRS office and what is the office and forms and how do I file an offer in compromise and what forms and instructions do I use and what can I do for me owing over $30,000.The lien was filed in New York City borough of queens but I worked and lived in Silver Spring Maryland at the time and Maryland has liened me and put me in collections.Please expert only in federal and state taxes for Maryland , New York City and now live in Arizona although I have not worked in Arizona at all and just moved here as I could not afford to live elsewhere. I have not worked since I had my last eye surgeries in July and August of 2015.My 2008 tax boxes were inadverdtantly tossed by the maintenance workers assisting my physical therapist so that I would not hurt myself as my home was my office.

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PDtax

Owner

Master's Degree

6,868 satisfied customers
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