Individuals

Specific technical queries regarding the tax affairs of individuals (if your query relates to a client please ensure their anonymity)
B
USA Mom passed away, has IRA. How taxed?
  • BillasTrustee
Replies
1
Views
710
kirby
K
M
USA IRS agent accusing my accountant of incorrect 1040-X filing - agent assigning my return to "CAT-A"?
  • MsSchkapooshick
Replies
0
Views
762
MsSchkapooshick
M
R
USA 2020 Unemployment benefits paid in 2021
  • rcolby7
Replies
0
Views
742
rcolby7
R
R
USA Taxes for remote workers outside USA
  • RockingJohn
Replies
0
Views
681
RockingJohn
R
D
USA Capital loss sale of business that is sole proprietor
  • Dennisc
Replies
1
Views
793
TaxDevil
T
A
USA Day Traders and Tax Treatment of Dividends and Interest
  • Algerita
Replies
0
Views
617
Algerita
A
E
USA conservation program IRC 170 (h)
  • evergreen
Replies
1
Views
684
kirby
K
M
USA Form 8379
  • mparacha
Replies
1
Views
545
DTA93433
DTA93433
M
USA South Carolina SCH "NR"
  • mparacha
Replies
1
Views
581
DTA93433
DTA93433
M
UK Does the split-year treatment apply to trading allowance/1k threshold?
  • Manni123
Replies
0
Views
487
Manni123
M
P
UK Employer pays 20pm tells staff HMRC "make it up" to 45p total
  • paul williams
Replies
3
Views
943
hirschcogmail.com
H
M
USA 706-NA help
  • MCPALo
Replies
1
Views
485
BIG E
B
K
UK Self Assessment / tax code / tax refund
  • Kashvi
Replies
0
Views
879
Kashvi
K
M
USA Urgent - Hypothetical Scenario Involving Medicare
  • Mel in Los Angeles
Replies
2
Views
576
Mel in Los Angeles
M
D
USA 4797 conundrum - sale of residence converted to rental property
  • developer
2
Replies
24
Views
2K
BIG E
B
M
USA MFS Return - Unemployment Compensation - Community
  • mparacha
Replies
0
Views
780
mparacha
M
A
USA Investment property question
  • anna.kyu
Replies
1
Views
808
kirby
K
M
USA MFS TEXAS
  • mparacha
Replies
0
Views
628
mparacha
M
K
USA How To File Market Place Health Insurance Premiums Paid Out Of Pocket In 2020
  • kamogawa
Replies
1
Views
787
kirby
K
M
USA Foreign Earned Income Exclusion - Form 2555
  • mparacha
Replies
2
Views
666
mparacha
M
K
USA Active Trader Status
  • kath2004
Replies
0
Views
530
kath2004
K
P
UK Averaging tax from a loss year and a profit year ? (musician)
  • Paul Townsend
Replies
0
Views
490
Paul Townsend
P
C
USA Client W2 possible issue
  • conte4444
Replies
0
Views
506
conte4444
C
N
USA Paid accounting firm services for a non-profit organization
  • NJP
Replies
4
Views
642
NJP
N
M
USA Transcripts Not Available
  • mparacha
Replies
0
Views
547
mparacha
M
M
USA Coronavirus-related distribution
  • mparacha
Replies
4
Views
607
mparacha
M
J
Staying below $100K Gift Amount Threshold to Avoid Filing Form 3520
  • jgarrett39
Replies
0
Views
568
jgarrett39
J
J
USA Receiving $260K USD From Sibling in Canada
  • jgarrett39
Replies
0
Views
534
jgarrett39
J
M
USA Contributing to an IRA with a disability pension.
  • mitch197
Replies
3
Views
622
MoralesTax
MoralesTax
M
USA Is suspended PPIA payments during COVID a tolling event?
  • microprint314
Replies
5
Views
1K
MoralesTax
MoralesTax
Kallen_Web_Design
Taxability of Social Security during "Early" Retirement
  • Kallen_Web_Design
Replies
1
Views
552
BIG E
B
E
USA CAPITAL GAINS ON HOME SALE.
  • ericsch
Replies
1
Views
672
BIG E
B
J
USA Capital gains tax on gifted/joint stocks?
  • jcright
Replies
4
Views
619
MoralesTax
MoralesTax
J
UK Hmrc online. Account in credit
  • Johnw12345
Replies
0
Views
535
Johnw12345
J
V
USA Inheritance/gift
  • Vegastud
Replies
2
Views
718
MoralesTax
MoralesTax
S
UK Foreign income tax assesment
  • Sand
Replies
0
Views
665
Sand
S
B
UK Capital Gains Tax - Divorcing
  • bashbash
Replies
0
Views
567
bashbash
B
A
UK CGT on selling antique when retire abroad
  • ABUkMan
Replies
0
Views
501
ABUkMan
A
H
RSU (Restricted Stock Units) & Entrepreneurs Relief
  • hmeah
Replies
1
Views
793
MoralesTax
MoralesTax
T
USA Sale of Primary Residence Turned Rental
  • taxesbetaxing
Replies
2
Views
774
taxesbetaxing
T
R
USA Installment Sale - Decrease in Gross Profit
  • rraocpa
Replies
2
Views
948
bcolorado
bcolorado
M
USA Wash sale rule results in ever-increases basis and losses
  • michaelbluejay
Replies
0
Views
1K
michaelbluejay
M
F
UK Dividends on Tax return and accounts
  • Fox22
Replies
0
Views
696
Fox22
F
E
UK Tax submission for UK second property
  • Ethan123
Replies
1
Views
703
Fidget
F
G
USA Accounting for Cemetery sales
  • Guillermohj
Replies
1
Views
727
Steve-LevelUp
Steve-LevelUp
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
666
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
821
FredricJLowe
F
S
USA 2019 PA-40 Deceased taxpayer & surviving spouse transfer of est. tax payments
  • SF64
Replies
0
Views
566
SF64
S
E
USA Withdrawing State Retirement Pension Early
  • ericmday
2
Replies
25
Views
2K
Werner Reisacher
W
E
USA Residence?
  • eaglesfan146
Replies
3
Views
667
kirby
K
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