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John P Fazzio
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John Fazzio’s Answers

622 total


  • I am on SSDI, and became an executor of an distant relatives estate. I receive a % the 1099 was put on income instead of misc.

    The lawyer refuses to fix or solve the problem. The CPA I have talked to, has filed an extension but all my request to lawyer has gone unanswered. I'm running out of time. What can I do. Please help me. My income cannot be cut due to an unwilling ...

    John’s Answer

    Again, you need to consult your Disability Attorney. The tax issue will not get resolved in all likelihood until after return is filed.

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  • I am on SSDI, and became an executor of an distant relatives estate. I receive a % the 1099 was put on income instead of misc.

    The lawyer refuses to fix or solve the problem. The CPA I have talked to, has filed an extension but all my request to lawyer has gone unanswered. I'm running out of time. What can I do. Please help me. My income cannot be cut due to an unwilling ...

    John’s Answer

    If there is an improper 1099, you will have to dispute it after the return is filed. It is not clear from your post why the 1099 is reporting as income.

    From an SSDI issue, you need to talk to your Disability Lawyer to find out what to do to avoid having benefits cut for a mistake.

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  • Question about social security numbers and Texas Driver's Licenses?

    If someone from Mexico has a valid social security number in the U.S., should they be able to obtain a valid Texas Driver's license as well? Or is it possible to have a valid social security number, and still be restricted from obtaining a license...

    John’s Answer

    I don't know what the one has to do with the other. There are separate requirements for a Social Security Number and a Driver's License.

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  • If I sell a home within 12mo of purchase do I get hit with more tax than after 12mo? (bought a tear down, built new, ground up).

    Home is in Seattle. thank you

    John’s Answer

    No. This 12 month timeframe has no relevance under the tax laws.

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  • What is the California Long Term Cap Gain Tax rate? Can you please break down for me the scale, based on amount of cap gain.

    The cap gain will be from sale of an inherited house. The house is a long term cap gain, for Federal purposes. I would assume it would then be long term cap gain for state. Can you please provide how CA cap gain tax is broken down ie ...

    John’s Answer

    You need to consult a local tax attorney and show them all of your tax information for the year. The manner in which you have framed the question doesn't supply enough information for it to be answered.

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  • I receieced tax interception , doc from san bernardino, ca for past due cash aid over pmt amt from previous.yrs.

    can they intercep my state refund if i havnt gone to to court yet?

    John’s Answer

    • Selected as best answer

    Yes, if they have an assessment, they can intercept your refund.

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  • Does my friend has to fill his tax return afresh. like to start all over again with new preparer.

    does my friend has to fill his tax return afresh. like to start all over again with new preparer. He does not have to cancel the the old filling return.

    John’s Answer

    I don't know what the question is. If you are amending a return, you can use the same preparer or a different one.

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  • Did employer break any laws by filing a W4 for Wisconsin and having tax withheld when I live and work in Georgia?

    Found out by accident that Ga tax was not paid since Oct. and I was paying tax in Wisconsin. Never lived or worked in Wisconsin. Thankfully, Wisconsin withholding was higher than Ga, so when I file, I'll get it all back and be able to pay Ga. tax....

    John’s Answer

    Very unclear what happened here. Hopefully it will not affect you. If it does, hire a local tax attorney to litigate the issue.

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  • If I worked under the table for the last three years and when she filed taxes jointly but did had what I made on it can we both

    If I worked under the table for the last three years and when she filed taxes jointly but did not add what I made on the taxes can we both get in trouble? Including the person who helped us file? She didnt want to put what I made on the filed taxe...

    John’s Answer

    She would probably be an innocent spouse, but not if she knew and chose not to include them. Sounds like you can both get in trouble. You are better off amending the returns to declare all the income. It is much better than paying double or triple if the IRS catches up with you.

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  • I just found out my CPA did not file our taxes for 2013

    I paid $5000 to IRS in April and CPA filed an extension due to a foreign income exclusion. This is the first time CPA have done an extension so I didn't know how it works. I thought everything was done since I paid and thought he filed our taxes....

    John’s Answer

    Unfortunately you will owe the penalties and interest as a result. In the view of the IRS, you should have checked to confirm the filing. Some really ethical accountants would eat the cost of the mistake, but most will not. If he claims to have alerted you, he is telling you he will not cover it. You can always file a claim for penalty abatement with the IRS. You can request a First Time Abatement or file Form 843.

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