Lion EA

If MFS and low income (less than 400% poverty level?), there's a cap on repayment of APTC that can keep the amount owed lower. There are exceptions for spousal abuse and living separate and...,so make sure you answer all the requirements correctly. I would NOT expect another $522 in PTC if MFS and living together.

Decades ago when I was at Block, they told us the SSN + 1st 4 letters of last name -- and for CHILDREN (dependents?), birthdates. The only reject I ever had for birthdates was for children: new client with 2 kids, and I switched the birthdates. Reject. Made the correction and e-filed.

I've heard the IRS prints them out and puts them at the bottom of the stacks of returns to hand process. All you save is the mail time.

Ouch!

Doesn't SSA "payback" happen via reduction in future months that are direct deposited anyway, so not very noticable if it's a small amount each month and Medicare's being deducted anyway and maybe FIT.

I called it the wrong name; it's not a Cap. Form 8962 uses the name Repayment Limitation.

Unless her income is low enough that there's a cap on her repayment.

I've actually used UNKNOWN for address lines and a zip in the state. Anything that makes it efile!

A church has an EIN to pay its employees, including its clergy.

From IRS.gov: What if I am not eligible or unable to apply or revise a payment plan online? If you are ineligible for a payment plan through the Online Payment Agreement tool, you may still be able to pay in installments. Individuals can complete Form 9465, Installment Agreement Request If required in the instructions, please attach a completed Form 433-F, Collection Information Statement. Mail your forms to us If you prefer to apply by phone, call 800-829-1040 (individual) or 800-829-4933 (business), or the phone number on your bill or notice If you are unable to revise an existing installment agreement online, call us at 800-829-1040 (individual) or 800-829-4933 (business). If you have received a notice of default and cannot make changes online, or you received an urgent notice about a balance due, follow instructions listed on the letter and contact us right away.

Does he have a Form 1099-Q also?

Does he have $3,200 in taxable scholarships? Or, are any of the scholarships usable against room & board? Or does he have any required books/equipment/etc.? Would it be to the family's advantage to use any scholarships available for R&B to free up $4,000 of tuition for AOC? Did he report the Starbucks scholarship to financial aid?

The final interim final rule...

Doesn't that feel good?! I love when I can work out, for instance, education benefits to make the most of tuition, scholarships, 529, AOC, etc. to keep the tax liability lowest for the family as a whole.

Sell to a costume company, theater, that kind of thing.

Oh, I block them and delete them. But the spammers keep changing emails, so blocking probably does no good. It also doesn't take me much time, so I block &/or report them every time before I delete.

If son (or parents) are lower income, he might not have much/any payback and can take a higher %. Try a couple different ratios to see what is best for both branches of the family as a whole. If not 0%/100%, then 1%/99% or 50%/50% or...

I received an email today telling me to install an Adobe update by EOD!! Deleted that email.

It's up to the bank at this point. If the bank accepts it, it'll be in brother's account. If the bank rejects it, it'll go back to the IRS who will issue a check. Hopefully the brothers get along!

Usually, WV where the money was earned. When you take a credit on your resident state return for WV taxes paid, you might be close to a wash. But if in your resident state you'll be in a much higher tax bracket, you'll need to increase your withholding or make an estimate to your resident state, also. First check on what happened to close the sale, because you might've paid WV income tax already. Also, I don't deal with WV, so check if it's a reciprocal state with yours, and if the reciprocity pertains to only earned income or if it might change how a property sale is taxed between the two states. Oops! I didn't read above the line. Jim already gave you answers.

Usually, WV where the money was earned. When you take a credit on your resident state return for WV taxes paid, you might be close to a wash. But if in your resident state you'll be in a much higher tax bracket, you'll need to increase your withholding or make an estimate to your resident state, also. First check on what happened to close the sale, because you might've paid WV income tax already. Also, I don't deal with WV, so check if it's a reciprocal state with yours, and if the reciprocity pertains to only earned income or if it might change how a property sale is taxed between the two states.

I don't even have a towel blocking my mail slot, and still find envelopes on my front porch out in the weather or between the doors or leaning against the basement door or...

We hit some nice chocolate shops in December and January for me to stockpile, including the Lindor outlet store, but hubby replenishes my chocolate supply almost every week since January at Trader Joe's.

IRS Pub 970 and TTB Tab 12 will give you a lot of information. I start with the Bursar's statement to see the payments, scholarships, and tuition/fees amounts and dates paid to fill out Form 8863 to get the best results for the family as a whole. Form 1098-T is what it is.