What are the sales tax reporting requirements for San Diego, CA?

January 2nd, 2023

Are you a real person or AI? Have you talked to a tax professional about this? Anything else you want the Accountant to know before I connect you?

May 6th, 2024

Can I file resident tax 'ONLY' in NJ and non-resident tax 'ONLY' in NY for the following scenario: 1) Taking up a new job in NY from Jan 2, 2019; 2) My family will live in NJ with the rental agreement on my name and my wife's name, she is a homemaker; 3) My kids will go to NJ schools; 4) I will have my car and DL registrations done in NJ; 5) I will live in a shared accommodation with the lease in my name and work in Armonk, NY; 6) I will travel over the weekends, during holidays to NJ to be with my family?

March 18th, 2023

In a forced sale of rental property due to eminent domain, one spouse died in February 2008, and the property is in a trust with the other spouse still living. The forced sale was completed in January 2011. How long do I have to reinvest to avoid capital gains tax, if any? Is the revaluation done in February 2008 the new basis for capital gains determination, or only 50% of it? Does taking it as a 1035 exchange compromise the time one has to reinvest?

November 27th, 2023

I received a fraudulent call where I gave the last four digits of my SSN. I reported it, set up credit locks and fraud alerts, and tried to create a 'My Social Security' account but couldn't. Is this due to the credit locks? Do I need to visit a Social Security office to set up the account? How can I monitor if someone is using my SSN? What additional steps should I take to protect my identity and SSN, especially regarding potential fraudulent tax returns?

February 29th, 2024