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Milda Uogintaite Goeriz

Milda Goeriz’s Answers

19 total


  • Am I required to provide my personal income tax return to my ex-wife every year?

    In the divorce papers and parenting plan, it does not state that I am required to provide my income tax return. However, she is demanding it, in hopes of gaining additional child support. (Which she won't get since I make less money.) But I want t...

    Milda’s Answer

    No, you are not required to provide her with the income tax return or other income information unless ordered to do so by the Court. She has no right to examine your tax returns or other income information. If she believes that there was a change of circumstances warranting modification of support (which a substantial increase in income could be), she can file a Request for Order and get the issue resolved by the Court. However, you have no obligation to share your financial information.

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  • I have already paid income tax based on year end totals as reported on my W2. I have been billed interest and penalties.

    A monthly deduction was taken from my paycheck (a share of cost for my EMPLOYER - their Medi-Cal SOC). My employer received monthly letters stating she was obligated to reimburse her employer the SOC and I received monthly letters that it is my r...

    Milda’s Answer

    Your description of the situation is not very clear. However, reimbursements of the post-tax payments should not be taxable income. On the other hand, if the contributions were made before tax and now are includible in the taxable income, they would be subject to income tax.

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  • How do I avoid being taxed twice on a non deductible IRA contribution dollars due to an operational/technical error?

    I made a non deductible IRA contribution in 2014 with the understanding that I had no outside IRA's with any value and did a Roth Conv. Before years end I did have an IRA that owned real estate that had zero value( due to being in foreclosure the ...

    Milda’s Answer

    You will be issued a 1099-R every time you move funds from one IRA account to another. That does not necessarily mean that your previous contributions are out of a sudden taxed again. Code 2 on a 1099-R means "Early distribution, exception applies". The distribution with this code is not subject to early distribution penalty, and the conversion of the Roth IRA back to traditional should not have produced taxable income on the contributions since both, the non-deductible IRA and Roth contributions, were after tax already. My guess is that the taxable amount if any are the earnings on your contributions in Roth. They would be taxed at the time of distribution and would be part of the non-deductible contribution (basis) in the traditional IRA. The basis is not subject to tax at the time of distribution from the traditional IRA. If you believe that Wells Fargo incorrectly reported your transaction, you have to contact the bank and request for corrected 1099-R.

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  • Apply EIN for LLC company.

    Just started a LLC and I am the one and only person working in the company. Is it ok if I don't apply for EIN? I do know that I can also use my social security to apply for business checking account or licenses. What does tax classification mean?

    Milda’s Answer

    Agree with everyone above. You should get an EIN for your LLC. Although it may be treated as disregarded entity for federal tax purposes, it is still a separate business structure.

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  • Do I need to pay any taxes on a money gift?

    My wife and I are legal residents and her parents who are residing in another country (neither US citizens nor legal residents) are sending (wire transfer from their bank to our bank) us $50,000 as a gift to be used on a downpayment for a house......

    Milda’s Answer

    Taxes on gift transfers are paid by the person giving the gift. However, since your wife's parents live in another country, they would not be subject to US jurisdiction. Thus, no US taxes on the gift transfer.

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  • As an independent contractor, must a Schedule C & SE be filed w/IRS?

    If a person receives a 1099 must they file the above schedules when they file taxes?

    Milda’s Answer

    • Selected as best answer

    Yes, If you worked as an independent contractor you would have to file Schedules C & SE. However, if it was just one time occurrence or a miscellaneous payment, you could put that income on the "other income" line 21 on your 1040 Form.

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  • Is merely filing a restraining order against an ex-husband enough to file I-751 on the basis of abuse even if the temporary

    restraining order was dismissed completely against him? I am trying to remove the conditions from my green card by claiming abuse. Would it be enough for me to mark the abuse option for my I-751 and send the attempted temporary restraining form I ...

    Milda’s Answer

    It could be sent, but like the previous attorney said it might not help your case. Actual restraining order on the other hand would be substantial evidence of abuse.

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  • Need to know how to change my last name on drivers license and soc security after obtaining CA Domestic Partnership name change

    Got my last name changed on my domestic partnership last month and am trying to figure out how to get it changed on my drivers license and social security card. Where do I go to do all this?

    Milda’s Answer

    Take the court documents showing the name change to the Social Security Office. In addition, you will need documents showing your identity and US citizenship. Passport, ID, Drivers license, Birth certificate are all acceptable. You will fill out a new application for Social Security Card due to name change. Once your application is processed, you can proceed to DMV and change it there. You will probably will have to wait for 7-10 days for the changes of SSN record to go into effect.

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  • Am I exempted from social security and medicare taxes given that I am on my OPT and on an F-1 visa while my H1B is in process?

    I am on my OPT and hence on an F-1 Visa, working with a US company and employer in a salaried fulltime position. I believe, F-1 students who are non-residents (length of stay not extended beyond 5 years) are exempt from Social Security and Medicar...

    Milda’s Answer

    • Selected as best answer

    You are correct. Until your H1B Status is approved, you are not obligated to pay SS and Medicare taxes. However, this issue would have to be resolved with your employer.

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  • Filing status of my (green card holder) Tax Return, married, spouse never visited USA (no SSN, ITIN

    I am, 1. Married 2. Wife in another country, never visited USA (no SSN, ITIN) 3. I am not claiming any exemptions (spouse or child) 4. Green Card not obtained by marriage, by EB1 Can I file as single?

    Milda’s Answer

    You would file married filing separate.

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