Taxes General Forum

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Custodial account or 529 plan?

Custodial account or 529 plan? I want to set aside some college money for my newly-born grandson. Assuming he has a cus...
1 comments posted 10yrs
posted by rodneyfarber
1 comments posted 10yrs posted by rodneyfarber

SS File and Suspend Confusion

I am confused, maybe having read TOO many sources? It seems to be a No Brainer, that I should file for the SS "File and...
3 comments posted 10yrs
posted by dave
3 comments posted 10yrs posted by dave

Free Tax Software

Is there any free tax software that is downloadable (not prepare your tax return on line) that includes Schedules D and...
2 comments posted 10yrs
posted by pleasedonot
2 comments posted 10yrs posted by pleasedonot

Penalty for Underpayment

Taxpayer is retired and has income from social security and investment income. He also receives premium assistance from...
1 comments posted 10yrs
posted by rick
1 comments posted 10yrs posted by rick

What constitutes a tax audit?

AN article in the WSJ on November 4th said that 0.84% of all tax returns were audited last year. Last week, I received...
4 comments posted 10yrs
posted by rodneyfarber
4 comments posted 10yrs posted by rodneyfarber

Question about SLCSP

I am trying to do a dry run on my taxes for 2015 so I can determine if I need to make any year-end adjustments to my in...
1 comments posted 10yrs
posted by fm
1 comments posted 10yrs posted by fm

706 and 709

Decedent gave 100K to irrevocable trust in 2001 but did not file a gift tax return. Decedent died in 2015. Does estate h...
1 comments posted 10yrs
posted by rlonglaw
1 comments posted 10yrs posted by rlonglaw

TT--which return do I import

In 2014 I have my 1040 return and my 1040X due to a slightly amended return (resulted in $14 more refunded). When I do...
1 comments posted 10yrs
posted by moo
1 comments posted 10yrs posted by moo

Optimizing/Fine-Tuning My Taxes

Looking for advice on optimizing my taxes. I am 58 and semi-retired. I earn $12K/yr in consulting income, which I can r...
0 comments posted 10yrs
posted by dontspamme
0 comments posted 10yrs posted by dontspamme

Re: Does the standard deduction trigger an audit?

> I'm about to file my(our) 2014 tax returns. > > In 2013, I paid all my state/local taxes through June, 2014 (the end...
0 comments posted 10yrs
posted by ira.smilovitz
0 comments posted 10yrs posted by ira.smilovitz

Showing specific tax payments on check stubs?

My son just got a new job for 20% more than his old job. He got his first pay check and it is lower than the old one. H...
1 comments posted 10yrs
posted by *
1 comments posted 10yrs posted by *

Current Status of NYS estate tax cliff

I have read several articles from 2014 about losing all exemptions from NYS estate tax if the estate exceeds the exempt...
3 comments posted 10yrs
posted by *
3 comments posted 10yrs posted by *