Don’t let the companies failure deter you. Present them with a W-10 and ask for that info. If the company refuses, file a claim for the credit with the info that you have and attach an explanation to your return to document your request for the missing info. The IRS may deny the credit at... View More

You should speak with a tax lawyer who can clearly explain the law to the IRS and provide proper documentation to obtain your refund, assuming you qualify. That’s a lot of money to leave on the table. Hire someone who will do the work on a fixed fee, contingency basis so you get that money.

A court appointed conservatorship is a lot of effort for CAD$5,000. I would work with the bank to see if there is another option and point out that you are the child's parent. An easier option might be something like a UTMA.

It’s hard to say without seeing the lease and buyout agreements. In some cases, taxpayers can argue that a payment like that is actually a reduction in the monthly lease payments based on not receiving the value that you initially bargained for. In other words, an adjustment to the purchase... View More

You should hire a tax lawyer, provide a power of attorney using form 2848, and have the attorney call the IRS to figure it out. And in the future, adjust your withholding so the Treasury does not hold your $7k hostage indefinitely.

Try filing a return with zero income and report your tax withholding. The result should be a tax refund.

What is your question? If it is whether you have a filing obligation, that depends on how much Social security you are receiving.

As a matter of federal law, the IRS is not bound by state law probate administration rules and an IRS lien may be enforced against parties that receive property from a tax debtor, if proper. It is a matter of IRS discretion and the IRS has internal procedures to determine what actions to take in... View More

If the moving expenses are taxable fringe benefits, you would expect the cost of moving to show up in your W-2 as taxable income but I would not expect the employer to demand repayment of taxes unless the employer withheld taxes on your behalf and chose not to take the taxes out of your normal... View More

You may have a valid “injured spouse” claim. A local tax attorney may be able to help determine if you qualify or if it is too late to seek relief. Best of luck.

Did you submit those same W-2s to the state or local tax authority? Did you report them elsewhere on time? On time in 2013? A tax attorney may be able to help you explore other forms of evidentiary proof to satisfy the IRS demands.

You owe personal income tax to the state of your residence. Request a refund from the other state. Michigan and Illinois have a reciprocity agreement based on residence, so once you establish this a refund should follow.

It is possible to probate a will in Michigan that does not comply with the minimum will standards, including the witness signatures, if you can establish by clear and convincing evidence that the decedent intended the document to be his will.

Take a look at MCL 700.2103 and 2106 for your answer.

Your biggest problem may be California. Check it’s residency rules versus part year resident and non resident and document accordingly. California is notorious for its aggressive pursuit of tax dollars. You likely have to file a non resident return for states where you are physically located... View More

Also, depending on your involvement and the nature of the business, you should also seek out a tax clearance certificate if your state provides one to confirm that no unpaid income, sales, payroll or unemployment insurance taxes exist. May also be a good idea to confirm all federal taxes have been... View More

You should consider showing the IRS notice letter to a tax attorney who offers a free consultation. If the notice relates to cancellation of debt income related to surrendering the home and mortgage to the lender, then you’ll need to consider whether they filed a return for that year, what they... View More

This is definitely a tricky planning area. The starting point for this type of question typically is whether the money would pass through a will, trust, IRA, joint bank account, etc. A trust may be best to handle this situation depending on the state law where you are domiciled at death. You... View More

There are a few options that may work. Often times a child of a deceased parent will have to go through the parent’s records and files at the parent’s home to find the will. Another option may be a safety deposit box at the parent’s bank. The existence of a safety deposit box may be found... View More

You can start by going back to that tax provider and explain what they did wrong and ask them to file an amended return for you to correct their mistake. If you still owe tax, and are assessed a penalty and interest, there are steps you may be able to take to avoid the penalty and interest.