Donald Hughes

TP filed a 2020 Tax return for her deceased spouse, after he was dead. It was filed as MFS as the TP had previously filed her return. She stated she was required to file due to the Trust. There is a balance due IRS. She wants to know if there is a way she can get off the hook for paying the balance due since he has since passed. He was alive in 2020, and they were married and living together in 2020.

Mother pays $14,066 Daughter pays $6881. Thank you.

Mother has SS Income of $28,379 Gross - Medical Premiums and Care $9,146 - Other Auto expense of $4,920 = $14,313 Net (Discretionary Income). Daughter Pays Housing, Utility, Food, Cable Expenses of $27,525 and there are four in the household = for each $6,881 I explained that there is (pretax - there should be no Federal or State Tax due since mother only has SS Income) Discretionary Income of the mother is more than twice what the daughter states she pays for her support. I told her she can-not claim mom, your thoughts please.

Ex-SP (wife) has stated that the divorce document shows he is totally responsible for any tax debt, however she has not produced that document yet. Thank you

Thumb nail sketch: TP & SP (wife) Filed MFJ for 2020 and 2021. Divorced in 2022 and filed Single for 2022 and 2023. Large Balance due for 2020 and 2021. the ex-SP (wife) had her refund applied to the tax debt for 2022 and 2023. Wife was self-employed as a massage therapist, with some unscrupulous Sch. C deductions. Husband, a Dr., handled all the finance and tax stuff therefore wife had a loss for 2020 and 2021. Is Injured SP an option since there is a balance due, especially with it not because of her income, as she showed a loss. Would Innocent Spouse make sense for the 2022 and 2023 filing year so she may recoup he refund applied to his balance due/installment plan? Amendments have been filed for TY 2020 and TY 2021 in 2024 to correct a Corona Virus filing created in error.

Thank you all!!

Thank you.

I have always used Capital Letters to complete a Tax Return (Following the Straw Man thinking, I guess). Not only have I understood it is best to use CAP'S, but I find it easier to read a return in all caps. My IT Guy, (not a tax guy at all) finds the use of caps to be the incorrect way to type. Your general thoughts, please.

We use EIA's - Equity Indexed Annuity's, Great Return, No Loss regardless of market activity, Lifetime Income available that you cannot outlive with Beneficiary benefits. Since 1974, no client has lost money due to the market adjustments. Safe!!

We have worked in this field since 1974.

New Client for us to fix previous issues. Question is I have a divorced (12/1/2022) who was married to a Dr in 2020 and 2021 who filed their MFJ returns in a rather interesting fashion with balance due. The end result is the 2022 and 2023 refunds from his ex-wife (our client) are being taken to satisfy the MFJ debt. She spoke to IRS and was directed to file an Injured Spouse for 2020 and 2021. 2020 and 2021 have been amended, not sure of the date but the return should still be live due to the 1040X. My questions are, can she file IS without his signature for 2020 and 2021? She has a Divorce Agreement stating the debt is his to take care of, not shared. For 2022 and 2023, since she is not married to the Dr, she cannot file IS as she is no longer a spouse, correct. Please share your thoughts. Thank you in advance.

I have always used the approach that if you use a "contractor", no business cards, not listed as a business in the state he/she does their business in then you must have a 1099-NEC for any work performed and paid for over $600. I have always disallowed the deduction. Your thoughts please. Also, is there a setting in this program where I can get an email notification when answers are given by y'all?

Thanks all! I forgot about this community; I have been with ATX since 2006, I sure have missed a lot.

TP lives in their primary home year-round. They have a 2nd home located on an island that requires a ferry boat to transmit people and vehicles on and off the island. They have started a business, based on the island at their 2nd home address. My take on this is that the travel (a commute) from primary home to the 2nd home is not a deduction. Mileage on the island is a deduction. If tools, materials, etc. are needed and are only available on the mainland the ferry expense and mileage would be a deduction for that work related costs Please share your thoughts.