In Mom's Will, there is no mention of her mortgage or who inherits the house. Neither child wants it. Small, inexpensive estate and we can't find anything on life insurance. Who pays mortgage? Can I as executor sell it? Am I legally still required to pay on the house until it is sold?... View More 
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answered on Apr 22, 2024
I'm so sorry for your loss. Dealing with a parent's estate can be complicated, especially when there are outstanding debts like a mortgage. Here's some general information, but I would strongly recommend consulting with a probate attorney in Ohio to get specific legal advice for your... View More
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answered on Mar 22, 2024
If you have a financial power of attorney (POA) for someone who is currently incarcerated, you generally have the authority to manage their financial matters, including depositing checks on their behalf. This includes federal income tax refund checks. However, the specific actions you can take... View More
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answered on Mar 18, 2024
If you're facing issues with Optima Tax regarding your IRS debt and lack of communication, it's important to address this matter directly and assertively. First, document all previous attempts to contact them, including dates, times, and the nature of your inquiries. This record can be... View More
I have a default judgment in Lucas County OH and but was not properly served (wrong address) and my taxes were included in my bankruptcy.
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answered on Mar 6, 2024
In Lucas County, Ohio, if you're seeking to set aside a default judgment due to not being properly served or because the debt was included in your bankruptcy, you will need to file a motion with the court. This legal document is commonly referred to as a "Motion to Set Aside Default... View More
My daughter and myself are both the owners, and my daughter holds the mortgage which is mostly paid off. We live in the Ohio.
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answered on Mar 1, 2024
Based on the details provided, here are a few key points regarding whether you would need to pay capital gains taxes when you sell the home that was gifted to you and your daughter by your mother in 2017:
- Since this was a gift from your mother, your cost basis in the home would be the... View More
These don’t show on my credit report
answered on Feb 19, 2024
More information is needed here. For example, based on your post, are you suggesting that these 3 credit cards are in your deceased hsuband's name only? Anyway, the short version is that if you stop paying then you are exposed to being potentially sued and the question is whether or not... View More
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answered on Feb 22, 2024
If you have a court order granting you the right to claim your son on your taxes, but your ex has already claimed him for the year, you should still file your taxes accurately according to the court order. If you are filing electronically and the IRS system rejects your return because your... View More
When first filing for divorce, I agreed to alternate years of claiming my son on taxes with my ex. It's 3.5 years later and I have my son full-time, he has never once had him for a weekend in his home. I would not have agreed to this if I would've known I would be the one to have my son... View More
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answered on Jan 26, 2024
In your situation, the IRS generally allows the custodial parent to claim the child for tax purposes. The custodial parent is typically the one with whom the child spends the majority of nights during the year. However, the IRS's rules don't automatically override the terms of your... View More
I don’t know if the bankruptcy itself would make him responsible for paying taxes on the income although it was forgiven, but from my understanding, they still can be required to pay the taxes on the income, although the debt was forgiven? Also, I know the person Social Security number,he gave it... View More
answered on Jan 10, 2024
Issuance of a form 1099 is a prerequisite for you to deduct the bad debt from taxable income.
However, before you do that, check the bankruptcy code provision concerning tax effects of the resulting insolvency of a debt receiving a discharge (much taxable income is forgiven by that statute,... View More
Just need direction on what to do next
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answered on Jan 3, 2024
If you haven't received your 2020 tax refund and have already received multiple letters from the IRS requesting more time, there are a few steps you can take. First, consider calling the IRS directly for an update. They may be able to provide more specific information about the delay and the... View More
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answered on Dec 25, 2023
The acronym "OAGST 100" in Ohio is not a commonly recognized term in the context of state taxes or legal obligations. It's possible that this could be a specific code or reference number used by a particular department or in a specific context within the state's tax or legal... View More
In the city in which I work or in the township where I live. (I didn’t realize the taxes weren’t withheld until notified by my employer. My employer, which is the Federal Government, stated the municipality may not attempt to collect the taxes, so I took no action at the time). In early 2023, I... View More
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answered on Dec 25, 2023
Based on your description and referencing Ohio Revised Code Title 7, Chapter 718, Section 718.12, it seems that the statute of limitations might indeed protect you from being liable for the local income taxes from 2015 to 2019. Typically, municipalities have a limited time frame within which they... View More
We do not get income Bank ignores
Grantor trust and w9 requestor instruction
The IRS will send you a notice if the payee's name and TIN on the information return you filed do not match the IRS's records. (See Taxpayer Identification Number (TIN) Matching, next.) If you... View More
answered on Dec 7, 2023
I'm not sure a question is posed here. A Tax/Estate Attorney specializes his or her practice on those areas of law. The Internal Revenue Code is obtuse at best, as can be the rules governing many Trusts. It sounds like you need to sit down with such an attorney to review the Trust and the... View More
Hi, I had a simple question about claiming my daughter on my taxes. I have been her sole guardian since May 2021 when child support stopped. I am also on three of her college loans and make monthly payments on all of them. I provide her with all essentials such as room/board, toiletries, food,... View More
answered on Oct 18, 2023
If your daughter has her own income by which she's paying taxes, you can claim her on your own tax return but will also need to acknowledge the income she's receiving. It will be imputed as income to your household for the purposes of tax assessment. Simply paying on her loans does not... View More
Payee for 27 years.human service.social security.medicare &medicaid.have the wrong date of birth that shows that any time they tried to enter my information into the federal data base for matching program for benefits funding international justice data base it was kicked out with no matches.for... View More
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answered on Oct 15, 2023
I understand your concerns, and it's crucial to rectify such administrative errors. Firstly, you should gather all relevant documents proving your correct personal information, like your birth certificate, any government-issued IDs, and records indicating the discrepancies in data. Then,... View More
My husband’s employer told us if we paid for our own insurance health insurance they would give us a refund check for the amount each month so we paid for two months in advance because the insurance company told us to the employer gave us a refund check, but they taxed it. We already paid taxes... View More
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answered on Sep 14, 2023
Taxation on insurance refunds can vary depending on the specific circumstances and applicable tax laws. It's advisable to consult with a tax professional or accountant to review the details of your situation and determine whether the taxation of the refund check is in compliance with relevant... View More
Is there a statute of limitations or do I have to pay?
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answered on Aug 7, 2023
the statute of limitations for assessing local income taxes is typically three years from the date the return was filed or the due date of the return, whichever is later.
They are saying I made 55k in 2018. I did not. I worked at Panera bread part time. I did not make 55k. I need advice on this situation.
answered on Jul 26, 2023
It sounds like there's more confusion than legal issues here. Call the tax department and get an explanation of what's going on. Go to the source and get good information that your rights are being impinged before contacting an expensive attorney for help
She isn't on deed or mortgage
answered on Jun 5, 2023
It sounds like you may want to contact a real estate attorney to draft a contract for an assignment of the lease to this partner. It is not clear if this will be sufficient to bind whoever succeeds you to owning the property after your eventual demise.
They think I am running a business that has been defunct for 9 years. I produced evidence that this was not the case and proof I made them aware of this years ago. I sent this to the tax office, Attorney General and the courts. They were dragging their feet so I contacted Ohio Senate and got them... View More
answered on May 25, 2023
Keep om writing to the authorities not less often then every three weeks. Explain everything, in detail. Do not give up. Eventually you will indeed get their attention and they will respond in a correct positive manner. Don't give up!
DAVID OSTROVE
Attorney at Law
6157 Wooster Ave
L.A., CA 90056
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