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Recent Refund questions

I am a non-resident alien (based in Egypt) and performing

I am a non-resident alien (based in Egypt) and performing software development/consulting services for a US client on a monthly retainer fee basis.My work is being performed entirely from outside the US (thus it's foreign source income).My client will transfer my monthly retainer fee to my bank account in the US.I have already been advised that such payments would not be taxable. Now, how can I convince my client of not withholding any tax at source and to simply transfer to me the whole amount? What paperwork do I need to complete?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,706 satisfied customers
Are you familiar with NC Corp State Tax Law? OK - is Pearl

Are you familiar with NC Corp State Tax Law ?JA: No. I'm the Accountant's Assistant.Customer: OK - is Pearl familiarJA: The Accountant will know how to help. Please tell me more, so we can help you best.Customer: I had 3 businesses that I sold between 2005-2007 time frame. All of them went thru an Audit and without the long story, I was not defended well and owed a massive amount of State Tax money between 2003-2006. Business 1, I paid in full, business 2 and 3 have attempted payment plans over the years. In 2014, the State moved my entire amount owed from a business's account to my personal SS number and wrote off any amount owed that was past the 10 year mark. Now everything is past the 10 year mark and last May, the state garnished my income to help reduce the debt faster. Seems to me that everything is past the 10 year, I should be able to get out of this debt.. I realize I owe but this is hard to pay back with interest, penalties, etc.JA: Is there anything else important you think the Accountant should know?Customer: That is main idea

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PDtax

Owner

Master's Degree

6,978 satisfied customers
I file a very simple tax return every year, receive a refund

I file a very simple tax return every year, receive a refund of about $500. I just recently found out that I had a pension account with a company I worked for over 20 years ago. I am going to take the lump sum payment to pay off my remaining debt. My question is, even though they will deduct 20% in federal taxes and an additional 10% penalty since I am under 59 1/2, I would like to know how this will affect my tax filing? Will I have to pay instead of receiving a refund?

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Robin D.

Vocational, Technical or Trade School

21,198 satisfied customers
According to "FIRPTA Withholding" ( 15% of gross sales price

According to "FIRPTA Withholding" (https://www.irs.gov/individuals/international-taxpayers/firpta-withholding), 15% of gross sales price of a US real property has to be withheld and paid to the IRS, if the seller is a foreign person and the purchase price exceed $300,000 OR the buyer will not use the property as his/her principle residency.I am a nonresident alien. , thus no tax returns previously filed by me.1. If my house has no rental income since I bought it, what are the procedures and required documents for me to get "Withholding Certificate" by filing Form 8828-B? Is it usually done by my title companies or myself or my CPA?2. If my house had some rental income during my possession, are the procedures and required forms different from above #1 to get the Withholding Certificate?3. How soon can I get a ITIN after filing Form W-7?4. If I do not apply for a "Withholding Certificate" during the sales, is the only way to get tax refund from the IRS is to file tax return to IRS every year after I bought the property through the time when I sell it?

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Barbara

Enrolled Agent, Paralegal

5,132 satisfied customers
I received a letter from he IRS telling me I owed $538.00 on

I received a letter from he IRS telling me I owed $538.00 on 14 August2016. I replied by letter mailed 24 August with information as follows: "Due to my poor proof reading skills I entered a wrong Social Security Number on my return. I had called both the Virginia Tax office and the and the IRS after I found the error a day after I had mailed the return and found my error to ask them if I should mail an mended return and was told by both not to send an amended return as it would only confuse the offices. They were notified by pone and I have no record of the call. About two months ago The Virginia Tax office notified me that I owed taxes and I responded by telephone and by letter enclosing my true SSN along with my withholding statement, my Amended tax form and a cop of the front and back of the check for payment due with my return which was cashed but not credited to our account. The matter was closed to my satisfaction by Telephone in a matter of three days.I replied to the IRS in Kansas , MIS with same information to the IRS that provided to Virginia. That letter was mailed on 24 August. On September 15, 2016 I received a notice from the IRSi in Kanss City that I not only owed the $538.36 but it was due on 29 September and if it was not paid by then I would be subject to a federal tax lien proceedings .Iwas on vacation from September 16th to September 23rd and could not call the IRS Kansas City office yesterday due to high call volume an cannot call until Monday the25th.My real question is how can I find out if the ever received my first letter and what is thestatus of their investigation? Should I pay the amount and hope to get the money back if it is resolved n my favor?

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Lane

JD, MBA, CFP, CRPS

Doctoral Degree

17,706 satisfied customers
This is a two part question, recently in July and then again

This is a two part question, recently in July and then again this Monday, the California state tax board took everything out of my bank account for unfiled taxes. I didn't file 2011-now, but once I do, I will be owed a refund for every year. I have always got a refund and never had to pay. In 2013, they also garnished my wages for one pay check to take out what they said I would owe for 2011. So as of now, they have taken money for 2011-2014. When I called the California tax board they said when I file, I will then get my refund plus what they took, but the process is anywhere from 2-6 months. Is there any way to speed this up? Also is there any statute of limitations on getting the refund and/or the money they took from the wage garnishment or the 2 bank levies?

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Mark Taylor

Certified Public Accountant

Masters

1,236 satisfied customers
I didn't work the whole 2015-16. My husband was the only

HiI didn't work the whole 2015-16. My husband was the only working member until thenWe got separated before file taxes in marchI'm not sure if he filed his taxes as married and filing together or as individual.Should I have filed my taxes even if I didn't earn? We had a joint account while we were together.

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Robin D.

Vocational, Technical or Trade School

21,198 satisfied customers
A certain taxpayer received a refund of 10,000.00 for a tax

A certain taxpayer received a refund of 10,000.00 for a tax year beyond the statute of limitation.. As per his calculation, this is erroneous refund. He returned the check. But the IRS sent it again. Then, he returned second time. Then IRS returned second time. He thought that he would not cash the check and kept it at home instead of tearing it. His wife accidentally cashed it. The check belongs to year four years back. Can the IRS demand the check if they come to know their error?

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Barbara

Enrolled Agent, Paralegal

5,132 satisfied customers
I live in Maryland but work in Delaware. Can I have my

I live in Maryland but work in Delaware. Can I have my company take out just Delaware taxes out of my pay? Then when it is time to file, I will file a Delaware Tax return and a Maryland Tax return, and also claim a refund on my Maryland return for taxes paid to Delaware ?JA: The Accountant will know how to help. Is there anything else the Accountant should be aware of?Customer: No

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ABC Accounting Group

Bachelor's Degree

192 satisfied customers
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