I live in California, a community property state, and I'm confused about how community property works for tax purposes when filing married but separately. Are we supposed to claim half of what the other makes on our tax returns? Isn't that double taxation? How does this affect our tax burden?

May 23rd, 2023

I'm a Montreal-based business owner setting up payroll for a Swedish remote worker. I'm using ADP for payroll but am unsure about the state employer and employee tax obligations for this Swedish employee. How should I handle this situation?

June 10th, 2023

I am divorced and my agreement states that my ex-husband must pay me 42% of his pension from the Fire Department. Do I have to claim that as income on my tax return? He is telling me that I do, but my attorney and CPA say that I don't. He is paying the tax on the income so I do not have to. Please help me.

April 21st, 2023

I administered my brother's estate following his death in October 2014. I closed the estate and filed the final tax returns in October 2015. This week I received a 1099-C addressed to my brother reporting that Chase discharged a debt of about $5700 on December 31, 2016. Do I need to file another final 1041? If so, can I argue on Form 982 that the estate is insolvent because it was closed, or do I need to claw back funds from the beneficiaries (of which I am one)? And if I need to file again, is there any need to reopen the estate?

November 17th, 2023

I contributed $12,000 to a Partnership Oil and Gas Investment in its first year. I was told I could deduct the entire $12,000 as intangible drilling costs, but my K-1 form only shows $2,990. Can I deduct the entire $12,000, and if so, where should I report it on my tax return?

January 15th, 2024