Individuals

Specific technical queries regarding the tax affairs of individuals (if your query relates to a client please ensure their anonymity)
E
UK Tax submission for UK second property
  • Ethan123
Replies
0
Views
54
Ethan123
E
F
USA Individual converted $100K IRA to a Roth IRA in 2020, can he take another $100K from his IRA & pay the tax on this over 3 years?
  • FredricJLowe
Replies
0
Views
90
FredricJLowe
F
F
USA Inherited home, lived in it less than 2 years, sold it, was advised by CPA not considered personal residence & can take capital loss on Schedule D
  • FredricJLowe
Replies
6
Views
138
FredricJLowe
F
V
USA Inheritance/gift
  • Vegastud
Replies
1
Views
75
kirby
K
S
USA 2019 PA-40 Deceased taxpayer & surviving spouse transfer of est. tax payments
  • SF64
Replies
0
Views
41
SF64
S
E
USA Withdrawing State Retirement Pension Early
  • ericmday
2
Replies
25
Views
508
Werner Reisacher
W
E
USA Residence?
  • eaglesfan146
Replies
3
Views
119
kirby
K
A
USA C Corp income treatment
  • Anwaar
Replies
2
Views
75
Anwaar
A
T
UK Carry loss over from previous year(s)to this tax year?
  • Tungsten
Replies
11
Views
2K
yoouika
Y
A
USA Accelerated auto depreciation for disregarded entity
  • Angie
Replies
14
Views
1K
yoouika
Y
A
USA Non resident alien tax form
  • Applec
Replies
10
Views
936
yoouika
Y
J
USA Real estate taxing in the US for dummies
  • jmail
Replies
13
Views
275
yoouika
Y
B
USA International Student with US Rental Income
  • Barlas T
Replies
3
Views
1K
yoouika
Y
J
USA Tax Treatment of Foreign-sibling Gift to U.S. Citizen and Resident
  • jgarrett39
Replies
6
Views
200
Kat Maple
K
S
USA Margin Interest Reporting
  • Shawn
Replies
1
Views
139
Werner Reisacher
W
R
USA Installment Sale - Decrease in Gross Profit
  • rraocpa
Replies
1
Views
216
kirby
K
A
UK Unused Annual Pension Allowance
  • achwell2k
Replies
1
Views
141
Werner Reisacher
W
N
UK Accounting treatment for musical instruments
  • neilsolaris
Replies
1
Views
216
Werner Reisacher
W
H
USA Tax question- individual income tax
  • Hung Lam
Replies
1
Views
218
kirby
K
A
Reduced Cost in AMT F4797
  • Alfred
Replies
3
Views
221
Werner Reisacher
W
Z
USA Form 5471 audit - lack of compliance in the country of incorporation
  • ziiig9999
Replies
1
Views
141
Werner Reisacher
W
W
Rental Property
  • windalebrit
Replies
0
Views
136
windalebrit
W
M
USA Donation Deductions
  • MDQuestions
Replies
2
Views
818
Jbarlow
J
J
USA Client Received K-1 with Box 13 code L
  • Jbarlow
Replies
0
Views
526
Jbarlow
J
R
USA Individual Income Tax Filing/Payment Extension Dates In New York
  • Ryan1
Replies
1
Views
616
TaxDevil
T
M
UK Employee Paid partly using dividends but didn't know about it. P45 Now looks very low
  • Mel569
Replies
1
Views
113
Werner Reisacher
W
F
USA Purchase of Home Financed with Margin Loan
  • fjd_98
Replies
1
Views
557
Werner Reisacher
W
D
USA Excess Insurance Reimbursement after rental property casualty
  • Delbert
Replies
6
Views
648
Kat Maple
K
N
UK Income or gain?
  • neilsolaris
Replies
13
Views
417
neilsolaris
N
V
USA Wash sales with ISOs & RSUs vesting in parallel
  • Veer
Replies
0
Views
97
Veer
V
M
USA Asking your advice : what is tax deductible
  • Mimi
Replies
1
Views
194
Werner Reisacher
W
K
UK Taking over a business
  • Karen 64
Replies
4
Views
548
Drmdcpa
D
D
UK UK Citizen, EU resident, Summer Job UK
  • daisychain
Replies
0
Views
119
daisychain
D
P
USA Traditional IRA for home purchase
  • Proj1423
Replies
5
Views
400
Werner Reisacher
W
M
USA Cost basis for asset recovered via inheritance abroad that was previously confiscated by foreign government (nationalized)
  • Majkelos
Replies
1
Views
197
Werner Reisacher
W
R
USA Cost Basis Of In-Kind Stock Distributions From Inherited IRA
  • Ryan1
Replies
1
Views
381
Werner Reisacher
W
D
UK Question for UK accountants
  • Drmdcpa
Replies
9
Views
248
Fidget
F
T
UK Question on childcare please (UK)
  • tomtomtom
Replies
1
Views
295
Truemanbrown
T
B
UK Can I do an income statement for 18 months for HMRC?
  • bounce100
Replies
1
Views
499
Truemanbrown
T
B
USA Tax advice for a client
  • Bandman123
Replies
1
Views
178
bklynboy
bklynboy
A
USA Roth Excess contributions 2015-2019
  • Ajsmith
Replies
3
Views
344
Drmdcpa
D
L
USA Ballpark Federal & NY Tax Liability for 2019, Thank You!
  • legaleagle
Replies
0
Views
156
legaleagle
L
A
UK Life limiting illness..."earning" related pension restrictions...help!
  • Aedmun
Replies
0
Views
236
Aedmun
A
H
USA Sale of Home
  • HJS
Replies
2
Views
300
HJS
H
H
USA Residential Rental Property
  • HJS
Replies
0
Views
210
HJS
H
H
USA Double Entry of sales
  • Ham43
Replies
1
Views
365
davidotieno
davidotieno
M
USA Bookkeeper didn't set up health insur premium as pretax
  • McMike
Replies
5
Views
280
kirby
K
T
USA Income in Respect of Decedent
  • TaxNoviceLearner
Replies
0
Views
224
TaxNoviceLearner
T
J
USA Earned Income Credit Removed from Return by IRS
  • JerryJ
Replies
4
Views
338
seaworld
seaworld
G
USA Question about withdrawals from Education Saving Account
  • George123
Replies
1
Views
325
kirby
K
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