Tax

Have a tax question? Ask a tax Expert

Ask an Expert,
Get an Answer ASAP!

Related Tax Questions
I received Notice CP22A stating a correction to correct our
I received Notice CP22A stating a correction to correct our excess social security tax … read more
Barbara
Barbara
Enrolled Agent, Paralegal
14,994 satisfied customers
How to report a SURVIVORS TRUST INH IRA that was disbursed
How to report a SURVIVORS TRUST INH IRA that was disbursed eqally between 6 siblings and myself. Charles Schwab would not send individual 1099's to all of us, just sent one for the total amount. … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
My husband passed away in May 2016. His 2015 bonus was paid
My husband passed away in May 2016. His 2015 bonus was paid after his death. Do I include that bonus in our final 2016 joint tax return? … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
Ladies and Gentlemen: My tax filing system is filling out
Ladies and Gentlemen: My tax filing system is filling out the actual forms (Form 1040, Schedule A, Schedule C and Form 8283). I don't use any of the Tax software “Turbo Tax and the likes”. Maybe for 2… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
My Mom passed away the first week of July 2015 in a nursing
My Mom passed away the first week of July 2015 in a nursing home. I am executor of the estate. My sister and I are 50/50 on her Will. The total estate is far below the IRS form 706 requirement or esta… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
- My wife was given a total and permanent discharge of
Hello- My wife was given a total and permanent discharge of her student loan on 10/17/13 due to her terminal medical diagnosis. She passed away 12/21/13. She just received (it was addressed to her) a … read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
15,490 satisfied customers
I received a payment from the policy of my deceased exhusband. Now his present spouse'
I received a payment from the policy of my deceased exhusband. Now his present spouse's CPA is requesting that I request a Form 712 from the insurance cmpany. Why can't she request it herself? Also th… read more
Tax.appeal.168
Tax.appeal.168
Principal
8,618 satisfied customers
My wife is the executrix of her late mothers estate. Her
My wife is the executrix of her late mother's estate. Her mother was single when she died in late 2012, no dependents. My wife recently received two 1099-Cs, one in her deceased mother's name, the oth… read more
Megan C
Megan C
Certified Public Accountant (CPA)
Master's Degree
8,655 satisfied customers
Background: I am the Trustee for my sisters estate. Her house
Background: I am the Trustee for my sister's estate. Her house is in probate for retitling. The proceeds from the sale of the house will go to me. I've read the Taxpayer Relief Act of 2012 (signed in … read more
Lane
Lane
JD, CFP, MBA, CRPS
Doctoral Degree
15,490 satisfied customers
My mother established a revocable family trust. She died on
My mother established a revocable family trust. She died on 01/15/2011. She had a little over $1 mill in assets. My brother, sister, and I are the beneficiaries. On July 12, 2011, my brother died and … read more
socrateaser
socrateaser
43,142 satisfied customers
My mother is a widow, age 93, She received a 1099r with a gross
My mother is a widow, age 93, She received a 1099r with a gross distrubution amount of $ 10152.00 ..(pension from my stepdad) And on a second form 1099r..The gross distrution box shows $12584.96 from … read more
Tax.appeal.168
Tax.appeal.168
Principal
8,618 satisfied customers
My mom passed last year I recently filed her 1040 2011 income
My mom passed last year I recently filed her 1040 2011 income taxes. Now the question I have is since she had a living trust I went I got a EIN number. The living trust has no income producing assets … read more
winktax
winktax
Enrolled Agent
Master's Degree
346 satisfied customers
My 94 year old aunt died in 2011 with about 200$ in assets.
My 94 year old aunt died in 2011 with about 200$ in assets. She was in a nursing home and all her income was used to pay for her care. Her home was owned by a trust. I sold it at a loss and had to put… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
If a spouse died in 2010 and certain accounts werent transferred
If a spouse died in 2010 and certain accounts weren't transferred to wife in 2011 and there were dividend payments, 1099-R etc... in the deceased's ss#. Do those go an the 1041?… read more
DanielleCPA
DanielleCPA
Certified Public Accountant
Bachelor's Degree
984 satisfied customers
My mother died on March the 27, 2009, we had a joint Merrill
My mother died on March the 27, 2009, we had a joint Merrill Lynch account and a joint saving bank account. Every thing is willed to me. Both accounts have been transfered to me. Do i have to file a 1… read more
Wendy Reed
Wendy Reed
Master Tax Advisor Enrolled Agent
Master's Degree
2,290 satisfied customers
My wife left a private company that provided her with a ESOP.
My wife left a private company that provided her with a ESOP. We took a lump sum distribution when she left in 2008. We received a 1099-B and a 1099-R form. Do we report both of them on our taxes (sin… read more
Bill
Bill
Master's Degree
2,074 satisfied customers
i ahve conflicting information. On figuring out whether
i ahve conflicting information. On figuring out whether disability benefits are taxed, most information is based on the adjusted groos income. Then i read that it is the total income. which one is it … read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
30,424 satisfied customers
my wife and I are both retired on social security, my ...
my wife and I are both retired on social security, my wife is also receiving a disabilty penson from Montgomery county High school is her disability pension taxable?… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

JustAnswer in the News:

Ask-a-doc Web sites: If you've got a quick question, you can try to get an answer from sites that say they have various specialists on hand to give quick answers... Justanswer.com.
JustAnswer.com...has seen a spike since October in legal questions from readers about layoffs, unemployment and severance.
Web sites like justanswer.com/legal
...leave nothing to chance.
Traffic on JustAnswer rose 14 percent...and had nearly 400,000 page views in 30 days...inquiries related to stress, high blood pressure, drinking and heart pain jumped 33 percent.
Tory Johnson, GMA Workplace Contributor, discusses work-from-home jobs, such as JustAnswer in which verified Experts answer people’s questions.
I will tell you that...the things you have to go through to be an Expert are quite rigorous.

What Customers are Saying:

I really was impressed with the prompt response. Your expert was not only a tax expert, but a people expert!!! Her genuine and caring attitude came across in her response...

T.G.WMatteson, IL

I WON!!! I just wanted you to know that your original answer gave me the courage and confidence to go into yesterday's audit ready to fight.

BonnieChesnee, SC

Great service. Answered my complex tax question in detail and provided a lot of additional useful information for my specific situation.

JohnMinneapolis, MN

Excellent information, very quick reply. The experts really take the time to address your questions, it is well worth the fee, for the peace of mind they can provide you with.

OrvilleHesperia, California

Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help.

Mary C.Freshfield, Liverpool, UK

This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!!

AlexLos Angeles, CA

Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult.

GPHesperia, CA

< Previous | Next >

Meet the Experts:

Wallstreet Esq.

Wallstreet Esq.

Tax Attorney

586 satisfied customers

10 years experience

Mark D

Mark D

Enrolled Agent

1,338 satisfied customers

MBA, EA, Specializing in Business and Individual Tax Returns and Issues

Richard

Richard

Tax Attorney

4,512 satisfied customers

29 years of experience as a tax, real estate, and business attorney.

PhillipsEsq.

PhillipsEsq.

Attorney-at-Law

59 satisfied customers

B.A., M.B.A, J.D.

Robin D.

Robin D.

Senior Tax Advisor 4

15,569 satisfied customers

15years with H & R Block. Divisional leader, Instructor

Megan C

Megan C

Certified Public Accountant (CPA)

8,655 satisfied customers

Licensed CPA, CFE, CMA, CGMA who teaches accounting courses at Master's Level

jgordosea

jgordosea

Enrolled Agent

2,885 satisfied customers

I've prepared all types of taxes since 1987.

< Previous | Next >

Disclaimer: Information in questions, answers, and other posts on this site ("Posts") comes from individual users, not JustAnswer; JustAnswer is not responsible for Posts. Posts are for general information, are not intended to substitute for informed professional advice (medical, legal, veterinary, financial, etc.), or to establish a professional-client relationship. The site and services are provided "as is" with no warranty or representations by JustAnswer regarding the qualifications of Experts. To see what credentials have been verified by a third-party service, please click on the "Verified" symbol in some Experts' profiles. JustAnswer is not intended or designed for EMERGENCY questions which should be directed immediately by telephone or in-person to qualified professionals.

Show MoreShow Less

Ask Your Question

x