Taxes General Forum

Extension Payment

Efiled extension with payment to IRS and state 2 weeks ago. Date of w/d from acct was 4/15. State grabbed their share b...

1 comments posted 4yrs

posted by bh2os62

1 comments posted 4yrs posted by bh2os62

Stepped-Up Basis

A family member is inheriting a mutual fund from her father, who died in January. The father's account is managed by, l...

3 comments posted 4yrs

posted by afn02552at

3 comments posted 4yrs posted by afn02552at

FinCEN 114 & escrow accounts

I (a US citizen) have signed contracts to buy foreign: real estate (completed); waiting on due dilegence real estate (b...

1 comments posted 4yrs

posted by tydeman.consulting

1 comments posted 4yrs posted by tydeman.consulting

reporting tax refund no received

I'm now filing for tax years 2018 - 2021. I had refund for the year 2018. Obviously, I haven't gotten it. Do I still lis...

2 comments posted 4yrs

posted by lmiller

2 comments posted 4yrs posted by lmiller

Do I need to include Form 1098 etc. for state tax filing?

Before Form 1098 etc. came with three copies, one for Federal, one for state, and for for keep. Now, there is only one c...

3 comments posted 4yrs

posted by lmiller

3 comments posted 4yrs posted by lmiller

Refunds

The IRS has reminded taxpayers that the fastest and easiest way to check on tax refunds is by using the "Where's My Ref...

1 comments posted 4yrs

posted by spamtrap

1 comments posted 4yrs posted by spamtrap

Still no federal refund after over 6 months - options?

We still have not received our refund on our 2020 federal return that was e-filed and accepted on Sept 27, 2021 (after...

5 comments posted 4yrs

posted by rlcarr

5 comments posted 4yrs posted by rlcarr

filing extension and stimulus check

If I file extension, do I still get stimulus check or I have to file on or before April 18 to get the stimulus check?

11 comments posted 4yrs

posted by lmiller

11 comments posted 4yrs posted by lmiller

Taking RMD's from multiple IRA's

The rule says that once the amount of the RMD's is calculated from each individual IRA, the actual RMD can be taken fro...

1 comments posted 4yrs

posted by bgindelberger

1 comments posted 4yrs posted by bgindelberger

Bond premium on tax exempt bonds help

On the 1099 INT I have tax exempt interest on line 8 I also have Bond premium on tax exempt bonds on line 13 I know wher...

3 comments posted 4yrs

posted by moogagma44

3 comments posted 4yrs posted by moogagma44

Form 8938, foreign real estate, us trust

My wife and I (US citizens) have some foreign (non-US) real estate. They are owned by our US revocable living trust (wi...

1 comments posted 4yrs

posted by tydeman.consulting

1 comments posted 4yrs posted by tydeman.consulting

IRS says I must file

I remember that if I don't owe tax, I don't need to file, though filing is recommended. Is that still true? I'm asking...

4 comments posted 4yrs

posted by kjackson12399

4 comments posted 4yrs posted by kjackson12399

Incentive Stock Option and AMT

Lock-Up Period on stocks that were acquired through exercised of ISO on a small start up company makes those stocks not...

1 comments posted 4yrs

posted by farain.farsai

1 comments posted 4yrs posted by farain.farsai

Failure to File Penalty

According to the IRS website: "The Failure to File Penalty applies if you don't file your tax return by the due date. T...

2 comments posted 4yrs

posted by rick

2 comments posted 4yrs posted by rick

tax on post-tax IRA distributions

I have a question regarding processing Form 1099-R (distributions from IRAs). My contributions were all POST-tax. The 1...

6 comments posted 4yrs

posted by ravisubramaniam123

6 comments posted 4yrs posted by ravisubramaniam123