Individuals

Specific technical queries regarding the tax affairs of individuals (if your query relates to a client please ensure their anonymity)
E
USA Box 9B 1099-R
  • eaglesfan146
Replies
1
Views
103
BIG E
B
K
UK Retired member related query.
  • Kumaran
Replies
0
Views
81
Kumaran
K
K
Canada How to claim examination fees for licensing or certification
  • KAYSER
Replies
2
Views
130
KAYSER
K
T
USA I don't get it! How is it that a 66 yr old with an income of 7k has to pay $1600 in taxes?
  • TomDonohoe
Replies
5
Views
134
Samir
S
R
USA NY State tax treatment of Accrued Market Discount for US Treasury Note
  • Ryan1
Replies
2
Views
321
Samir
S
A
USA Two-way swap between Roth and Traditional IRA
  • azin
Replies
3
Views
156
Samir
S
T
USA Classic Car Capital Gains taxation
  • toma55
Replies
5
Views
195
Samir
S
D
initial annuity check dated 12/31/23 but arrived in 2024...
  • developer
Replies
1
Views
181
developer
D
P
USA Self Employed 401k Question - Am I Eligible?
  • pwpunk
Replies
1
Views
214
kirby
K
P
USA Stepped-up basis for inherited account
  • Penny Dini
Replies
1
Views
139
BIG E
B
B
USA Employee Mileage Reimbursement
  • BluesDude
Replies
1
Views
153
DrStrangeLove
D
L
USA Capital gains bracket include the gain?
  • Livingbliss
Replies
1
Views
130
DrStrangeLove
D
K
USA Inherited IRA RMD Question
  • kev1986
Replies
1
Views
205
BIG E
B
S
UK DTA between UK amd Malta
  • samcousins
Replies
0
Views
321
samcousins
S
H
USA Adding to the basis of a residence
  • HJS
Replies
2
Views
224
HJS
H
S
USA Request foe extension to file went for wrong tax year. Now what?
  • starfish11040
Replies
0
Views
231
starfish11040
S
jtees4
USA Gift Tax Questions
  • jtees4
Replies
8
Views
393
jtees4
jtees4
B
UK AIA Allowances
  • Brogan
Replies
0
Views
243
Brogan
B
E
UK Capital Gains Tax during divorce
  • Emma P
Replies
1
Views
624
Truemanbrown
T
M
USA Withholding for OH for Texas Resident
  • mparacha
Replies
0
Views
326
mparacha
M
MAWP
USA Timing of RMD withdrawal and Bank's Retirement IRA/CD maturity date
  • MAWP
Replies
0
Views
456
MAWP
MAWP
D
USA Buying home from parents below value
  • DBSarasota
Replies
4
Views
682
Samir
S
B
USA Opportunity Zone Funds
  • BethPa
Replies
0
Views
306
BethPa
B
K
Foreign Income Tax Return
  • KAYSER
Replies
0
Views
317
KAYSER
K
N
USA Personal taxes when you have an LLC
  • NoahD
Replies
4
Views
554
NoahD
N
S
USA IRA Question
  • sancarloscyclist
Replies
3
Views
420
sancarloscyclist
S
F
USA form 709 gift tax
  • fusili3
Replies
12
Views
875
fusili3
F
R
USA Tax loss carry forward
  • rcolby7
Replies
0
Views
386
rcolby7
R
D
USA basis question when selling a house that was torn down and replaced
  • developer
Replies
1
Views
545
developer
D
H
Accounting For Installment Sale of Business
  • HarrisonII
Replies
0
Views
380
HarrisonII
H
R
UK Accounting for unpaid/owed salary in self assessment for startup director
  • RobertB
Replies
2
Views
590
RobertB
R
J
USA Tax Attributes in Bankruptcy
  • Justin G
Replies
0
Views
474
Justin G
J
R
UK My accountant is ghosting me after I payed them to do my end of year accounts
  • RobertB
Replies
3
Views
564
RobertB
R
H
USA Capital gains tax after renting home for 5 years and then owning it for 20 months
  • Helpmeplease
Replies
1
Views
606
LisaBrugmanEA
LisaBrugmanEA
D
USA long term capital gains on real estate?
  • dontknowishaboutaccountin
Replies
5
Views
744
BIG E
B
E
USA Eitc for felon on work release
  • eaglesfan146
Replies
0
Views
483
eaglesfan146
E
H
USA Calculating gains for income tax when you receive a k-1 from an ETF that is setup like a LLC (USO, USL, BNO)
  • horseatingweeds
Replies
0
Views
550
horseatingweeds
H
L
USA Establishing Cost Basis in Foreign Real Estate sale
  • lovely_bala
Replies
3
Views
577
BIG E
B
N
UK Workers, P60 form & NIC
  • neilsolaris
Replies
1
Views
709
Truemanbrown
T
S
UK Paye tax code and self employed
  • sandraG987
Replies
1
Views
706
Truemanbrown
T
M
USA USA/Canada Tax Return How would I file in this scenario?
  • Michelle RC
Replies
1
Views
663
kirby
K
V
UK Tax of Company Fuel Card
  • ValeriePearson
Replies
1
Views
1K
Truemanbrown
T
C
USA Self-employed with two 401K's. How calculate contributions?
  • cupcakegirl
Replies
2
Views
598
cupcakegirl
C
Z
USA Effective negative capital gain but Robinhood statement says otherwise
  • zaash
Replies
1
Views
659
Larry Bailey
L
C
USA Check the box on page 1 - Filing HOH without a dependent
  • Coco0326
Replies
1
Views
538
kirby
K
J
USA Social security tax
  • joeh
Replies
0
Views
487
joeh
J
L
USA Clarification of what is considered a situs account
  • liferex
Replies
0
Views
582
liferex
L
S
UK Contracting whilst employed - Self Assessment vs Umbrella
  • SimonT
Replies
0
Views
718
SimonT
S
S
UK Allowable expenses
  • shamilt1
Replies
0
Views
669
shamilt1
S
K
UK Surely I'm paying too much tax?!
  • kazsf
Replies
2
Views
613
kazsf
K
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