Latest threads in Taxes General Forumshow only best voted threads
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Mileage Deduction
I would like to deduct mileage and tolls for transporting my son to and from private school in 2016, is that possible? Thanks in Advance, 12vman
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7 years ago
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RMD Checks to charity not posted till after Jan 1
I sent several checks directly to charities from my Fidelity IRA in Dec for my 2016 RMD so as to eliminate having to pay any taxes on my 2016 RMD. 4 of those checks were not posted till Jan and my...
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7 years ago
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Question on Exchange
8 months ago I purchased a small commercial property via a 1031 exchange. It was almost an even exchange. I paid for the new property in all cash just to keep it simple and also because it was my...
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7 years ago
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HSA distribution to almost-qualifying dependent
Do I read Pub. 969 correctly that I can use my HSA to pay the medical expenses of my son age 20, not a full-time student, lives at home, the only reason I can't claim him as a full dependent is that...
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7 years ago
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1099 issue - income reported by payor but was never received by payee
Has anyone had any experience with a taxpayer receiving a 1099-MISC for what has turned out to be a "PONZI" scheme? The taxpayer (now client) received 1099-MISC showing income for 2015, but, in fact,...
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7 years ago
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Minimum Required Withdrawal Question, Please ?
Hello, Regarding the Minimum Required Withdrawal: Where do you place the amount ? On Schedule B, or... ? Much thanks for the help; appreciate it, Bob
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7 years ago
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1099-R - issued to one, but distributed to 3 children - how to handle
Hi, I'm hoping someone can help me. My dad passed away in 2004. Last year I was contacted by Aetna saying he had a annuity - he paid approx. 2500.00 for it back in the 60's and it was now worth 10K....
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7 years ago
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Our SSA payments got reduced!
I was age 80 last year and my wife 72. I was shocked, shocked when we received notices from SSA late last year that our monthly payments were going to be reduced by about 6% this year, which they were...
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7 years ago
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Charitable deduction if reimbursed by child
If I make charitable donations during the year (about $2000), and on 12/31 my adult child (who does not itemize deductions) reimburses me for the sum of my donations for the year, can I deduct my...
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7 years ago
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California FTB - no more fill in forms???
It seems that the FTB has removed ALL fill in forms for ALL years from its web site. What gives???
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7 years ago
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Partial conversion from traditional IRA to Roth IRA
My wife and I are married filing joint. We are over the AGI limit for ROTH contributions. It appears, however, that we can convert money already existing inside of a traditional IRA (established...
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7 years ago
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Roth distributions after conversion from traditional
I've been reading Pub 590-B, and I'd just like to make sure I'm reading it correctly. I'm currently in my mid-60s, several years away from both 59½ and 70½. I'm still working. I opened my Roth on...
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7 years ago
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Date of Charitable Contribution When the Bank Generates the Check?
Instead of writing a check and dropping it in the mail before the end of the year I log into my bank account and direct the bank to mail a check. They mail a check prior to the end of the year and...
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7 years ago
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Did a Recovery of a Contribution Take Place?
Suppose I make a contribution to a charitable program run by my state government during 2015. It's basically treated as a charitable contribution on my federal income tax return. It happens to also...
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7 years ago
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Sale of House Used as Partial Rental
For the last seven years, I rented a portion of my house out (40%) and reported rental income and expenses including depreciation on Schedule E. I also lived in the house. This year (2016) I sold the...
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7 years ago
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