Taxes General Forum

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Fees to borrow stock

This question originated on the ABA Tax Listserv and was asked by Bruce Steiner of Kleinberg, Kaplan, Wolff & Cohen, P....
2 comments posted 14yrs
posted by rdadams
2 comments posted 14yrs posted by rdadams

Looking for advice on big tax bill coming up

For the very first time in my life, it looks like I'm going to have a pretty sizable (to me anyway) tax bill for 2012....
1 comments posted 14yrs
posted by roy
1 comments posted 14yrs posted by roy

Deductibility of Volunteering Expenses

My college daughter will be volunteering with a medical services team and spending a week in Peru in January 2013, for...
30 comments posted 14yrs
posted by greekgod
30 comments posted 14yrs posted by greekgod

Comment on two tax cases

FindLaw.com (a free service) had two cases for 31 May 2012. In Starnes v. Comm'r of Internal Revenue, the Fourth Circui...
2 comments posted 14yrs
posted by rdadams
2 comments posted 14yrs posted by rdadams

Traditional to Roth conversion still OK?

For the last couple of years, I've had all of my retirement money exclusively in 401(k). Because of my income, I'm not...
3 comments posted 14yrs
posted by ghanwani
3 comments posted 14yrs posted by ghanwani

Gift Tax question

Situation: Parents give $12,500 each to their daughter in 2012 for purpose of buying a house with her husband. Daughter...
2 comments posted 14yrs
posted by kingfish02375
2 comments posted 14yrs posted by kingfish02375

Unclaimable Depreciation

I presently own an investment property which has a slight annual profit after depreciation. My AGI (MFJ) is over $150,0...
8 comments posted 14yrs
posted by dontspamme
8 comments posted 14yrs posted by dontspamme

Breaking Ties With Massachusetts

Hi, We will be retiring overseas later this year. My understanding is that we will still be considered residents of a U...
6 comments posted 14yrs
posted by abbybrown
6 comments posted 14yrs posted by abbybrown

CA excess SDI not refunded?

I did my taxes for 2011 in Turbo Tax. I had changed employers at the end of the year, so based on my two W-2's, TT comp...
9 comments posted 14yrs
posted by ghanwani
9 comments posted 14yrs posted by ghanwani

6109 Penalty

A client forwarded over a W-9 from a customer of theirs looking for their TIN info, no problem in that, but the attache...
4 comments posted 14yrs
posted by paulthomascpapc
4 comments posted 14yrs posted by paulthomascpapc