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Tax Law Questions & Answers
1 Answer | Asked in Tax Law for California on
Q: Would I have to pay income/wealth taxes to California if I am living in Washington and working remotely for a Cali biz?

Hello,

My wife and I live in Washington state. We both work remotely for Washington companies. As such there are no state income taxes for us to pay.

She has received a job offer from a California based company. Though she would be working remotely from Washington, the company wants... Read more »

Maurice Mandel II
Maurice Mandel II answered on Sep 21, 2021

If she is working remotely and designated as employed through the California office, she could be subject to California income tax. You should really take your situation to a Tax Attorney in WA, and discuss it for a specific opinion. Sometimes people working outside California's boundaries... Read more »

1 Answer | Asked in Estate Planning and Tax Law for Texas on
Q: What type of lawyer handles house assets after Mother dies amongst siblings

My Mother died her home was owned by her & 1 sibling. Does my Mother part that she holds into the home goes to her living children?

She does not have a living will

Isaac Shutt
Isaac Shutt answered on Sep 21, 2021

Yes. If she has no spouse and no will, then everything goes to her descendants. That would include her living children and also the children of any deceased child.

1 Answer | Asked in Real Estate Law and Tax Law for New Jersey on
Q: What do I have to pay in Capital Gains taxes in NJ on a home sold as part of an estate - $310k

Sold my inlaws home after death for $310k. What taxes need to be paid on it to NJ?

Morris Leo Greb
Morris Leo Greb answered on Sep 17, 2021

The question is incomplete. You failed to give the basis. In any event this is a question best asked of a CPA.

1 Answer | Asked in Tax Law on
Q: does our son who collects social security disability have to file a tax return and pay income taxes on that income

my wife and i have been supporting our son for the past 25 years he lives with us and he suffers from mental and physical problems. we claim him as our dependent since we provide more then half of his living expenses. he is concerned that he thinks he may have to pay income tax on his... Read more »

Linda Simmons Campbell
Linda Simmons Campbell answered on Sep 16, 2021

Most people whose sole income is social security do not have to pay taxes on the income. The best way to determine if he should have been filing is to prepare mock returns for the years that he received social security and see if he would have had to pay any taxes. There can be some benefits to... Read more »

1 Answer | Asked in Tax Law for Oklahoma on
Q: Oklahoma Tax commission has ahold on my Oklahoma liquor license saying they don't have my taxes.... I have filled out
Charles Watts
Charles Watts answered on Sep 16, 2021

Not sure if you have a question. The tax commission can put a hold on that if you haven’t filed a previous year.

1 Answer | Asked in Tax Law and Family Law for Mississippi on
Q: If I have paid back taxes on my parents property, as well as kept them paid . Am I entitled to it ?

I am executer over estate. Original plan was for me to buy out my siblings. We cannot agree on a price bc they want 20k more than appraisal. This has been going on for 3 yrs now. I have paid ALL expenses, including 5 yrs now of taxes. The 2 yrs behind my mother owed and the3 since her passing.

Randall R. Saxton
Randall R. Saxton answered on Sep 15, 2021

No, merely paying the property taxes does not entitle anyone to the property.

2 Answers | Asked in Immigration Law and Tax Law for Virginia on
Q: Amending previous returns status from single to married to Non Resident Alien, no SSN or ITIN back then.

I am a US resident and have been mistakenly filing taxes under Single, I know now that I should have been using the Married status eventhough my then husband lived abroad and had NEVER been to the US and had no income tied to the US. He never got an ITIN and I saw that I could have used the mention... Read more »

Alexander Ivakhnenko
Alexander Ivakhnenko answered on Sep 15, 2021

You coulda mend prit tax returns with your CPA or accountant. In terms of discussing your foreign national spouse ssn and other issues a comprehensive legal review is necessary with an attorney of your selection.

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1 Answer | Asked in Tax Law for New York on
Q: Hi I have about 75K in tax debt is there anyway the IRS would take less for an immediate lump sum without making an OIC?
Linda Simmons Campbell
Linda Simmons Campbell answered on Sep 14, 2021

No. You would have to submit an offer. The only other way to pay less without submitting an offer is to request a penalty abatement, however, most taxpayers do not qualify for a full penalty abatement. Most people can usually only get penalties abated for the first year. I recommend at least... Read more »

1 Answer | Asked in Tax Law for Oklahoma on
Q: My husband is incarcerated and has no earned income, can I file mfj and claim the ctc for our kids based on my income

I filed this way for 2020 and the IRS says my advanced ctc payments are eligibility pending, did I file my return in error?

Charles Watts
Charles Watts answered on Sep 14, 2021

You would need to have your return reviewed by a Tax law attorney or a Tax Accountant to determine if you did something in error. You also need to make sure there has not been any other returns made where the kids were claimed, such as if the kids are your step kids then the other parent may have... Read more »

1 Answer | Asked in Tax Law for California on
Q: SS# for K1 for trust distribution.

I need to provide my SS for K1 for trust distribution. I have changed my first name but trust is in old name. Do I need to give my new name to trustee?

Maurice Mandel II
Maurice Mandel II answered on Sep 13, 2021

You need to discuss this with the Trustee if you have a legal change of name. The K1 has to match your legal name that goes with your SSN.

1 Answer | Asked in Estate Planning, Real Estate Law, Tax Law and Probate for Wisconsin on
Q: My mother-in-law died 2 weeks ago without a will. Wondering about selling her home & claims from Medicare.

Her spouse is deceased & my spouse is her only living child. Her mobile home has a fair market value of $25K but we will end up selling for $13K & have a willing buyer. The home is paid off & there are literally no other assets. She most likely has up to $10K owed through medicare... Read more »

Thomas B. Burton
Thomas B. Burton answered on Sep 10, 2021

Yes, you are correct you can use the Transfer by Affidavit method to transfer the mobile home if the total probate assets of the deceased subject to administration are less than $50,000. There is a section on the Transfer by Affidavit where you must send notice to the Estate Recovery Program via... Read more »

1 Answer | Asked in Tax Law for Georgia on
Q: Will the IRS try to collect on a payroll tax debt owed by my husband if I sell the house he and I co-own?

He lost the business many years ago and now is dying from dementia. The IRS has stopped filing liens against him.

Linda Simmons Campbell
Linda Simmons Campbell answered on Sep 9, 2021

If it has been more than 10 years since the taxes were assessed and he did not do anything to toll (stop) the statute of limitations from running, the debt should be gone. You can go to your town hall and see if there are any tax liens that still have time left on them or, if you have power of... Read more »

1 Answer | Asked in Estate Planning, Tax Law and Probate for Puerto Rico on
Q: mom died in PR now my brother is ordering me to give him my inheritance portion prior to distribution w/o documentation

I am being ordered to fly from California to NY to sign documents and turn over my portion of the inheritance to him/them. I have asked for documentation repeatedly and he refuses to give me anything not even verbal information about the matter and now he is threatening to abandoned my father, not... Read more »

Rafael Pagan
Rafael Pagan answered on Sep 6, 2021

First off, blackmailing you into resigning your inheritance is illegal. If your siblings have denied you access to documentation pertaining to your mother's estate (assuming that she died in Puerto Rico), you have the right to request said documents through the Puerto Rico Courts, by way if an... Read more »

2 Answers | Asked in Tax Law and Collections for Pennsylvania on
Q: is there anyway to fight back against the IRS regarding my situation ?

for 2020 I owed $7200 on April 15th to the IRS but I accidentally dated it for 2021 and now they refuse to transfer the $7,200 from 2021 to 2020. so essentially my $7,200 is just sitting there being unused because im no longer self employed so I no longer need to make quarterly payments. I'm... Read more »

W. J. Winterstein Jr.
W. J. Winterstein Jr. answered on Sep 4, 2021

(1) If you can find the right person to talk with in the IRS, your problem should be resolvable. When you contact the IRS, keep asking for the next higher supervisor until you get someone who will work with you.

(2) Other than that, on January 1st, 2022, file your 2021 return, show the...
Read more »

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1 Answer | Asked in Tax Law for Maryland on
Q: Are there tax advantages to our beneficiaries placing our assets, including our homes in a trust
Mark Oakley
Mark Oakley answered on Sep 3, 2021

Most tax advantages can be obtained with or without a trust, as the primary benefit of a trust is to adress other management and estate plannng purposes (such as avoiding the probate process, but in Maryland that is not always that significant of a reason). There are two types of trusts: revocable... Read more »

1 Answer | Asked in Employment Law, Bankruptcy, Tax Law and Arbitration / Mediation Law for Ohio on
Q: Can an employer be pursued for monies incorrectly withheld and paid to a municipality due to an acknowledged error?

Hired in 2005, I moved to a virtual role during 2012. Following a bankruptcy discharge in 2018 I was notified of a municipal income tax deficiency owed to my residence city. Upon receipt of the notification I worked with the tax authority to attempt to reconcile. This included providing copies of... Read more »

Timothy Denison
Timothy Denison answered on Sep 1, 2021

Yes.

1 Answer | Asked in Tax Law, Real Estate Law and Appeals / Appellate Law for New York on
Q: I have been paying commercial property taxes for a common ground

I own residential and commercial property that sits on 1 lot. The commercial property next to me was run by a bank and was recently vacated. A new owner has informed me of a substantial common ground

Elaine Shay
Elaine Shay answered on Aug 31, 2021

Your post doesn't contain a question. If you want assistance with general information related to your situation, it would be helpful to understand what it is you want to know.

1 Answer | Asked in Family Law, Tax Law and Civil Rights for Georgia on
Q: Can my wife be held accountable to pay medical for my kid if I'm unemployed

I'm unemployed, my wife works. Can my wife be charged for benefits that a child received from my prior relationship? We're not under any child support order nor do we have any parental rights to the child. Is it legal for the State of Georgia to put a garnishment on my wife's income?

Homer P Jordan IV
Homer P Jordan IV answered on Aug 30, 2021

You are still married? Are you going through a divorce? We need more information regarding the situation in order to be able to provide you with guidance.

2 Answers | Asked in Real Estate Law, Tax Law and Arbitration / Mediation Law for Kentucky on
Q: Late September earlyOctober 2020 I noticed my neighbor's property up for sale by owner Had a verbal agreement

Purchase a home and offered asking price if the seller agreed to close before the end of the year

Seller agreed no less then 3verbally ie phone 4 in person seller remove the for sale sign from the yard only to change their mind and not sell to me

don't know if there's... Read more »

Jerome P. Prather
Jerome P. Prather answered on Aug 30, 2021

Under Kentucky law, contracts for the sale of real estate generally must be in writing before they can be enforced. KRS 371.010. A lawyer may be able to help you with your specific situation.

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2 Answers | Asked in Estate Planning and Tax Law for New York on
Q: How does 'Inherited IRA' work if IRA beneficiary is a rev trust? And rev trust doc lists 2 children as beneficiaries?

IRA value $700K. Can Inherited IRA live in trust with distributions to children's accounts? What/who is taxed?

Benjamin Z. Katz
Benjamin Z. Katz answered on Aug 25, 2021

Yes. A trust can be a beneficiary of an IRA. It is most common for the trust to pay the tax before distributing to the beneficiaries. The trust document should guide the trustee. Depending on whether or not the trust is a see-through trust inherited IRAs must be used up within either 5 or 10 years.

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