Questions answered by Steven M Zelinger

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I received a 5043 letter from the IRS and need advise ASAP

Steven's answer | Answered on July 09, 2015

Find a local tax attorney - while it will cost you money you really have no choice. You don't necessarily need a "big firm" just for audit...

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Should benefits received on the SSA-1099 form also be reported on form 1040? If so, what line?

Steven's answer | Answered on July 09, 2015

Line 20a, 20b. You note the total amount and then the calculation of the taxable portion per the instructions.

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How or are we taxed on inheritance from my multi-millionaire mother in law from PA if we are Florida residents?

Steven's answer | Answered on July 09, 2015

If your MIL is a PA resident, at least as far as her PA property goes (accounts are included in that as well as PA real estate) she has two...

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Is the sale of a home considered taxable income?

Steven's answer | Answered on July 09, 2015

As the other answers indicated, if this is your primary residence unless the gain were high it is not a taxable event. If this is not a primary...

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I am in trouble with the IRS. Need help to prevent any garnishments until I can file for all those years.

Steven's answer | Answered on July 09, 2015

Attorneys cannot solicit you here. Use the "Find a Lawyer" tab above and search for tax attorneys in your area. Good luck.

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Can I force the Trustee of my deceased Fathers Trust to disburse all the funds that are set for for my distribution?

Steven's answer | Answered on July 08, 2015

I find your question to be a bit confusing. Why would the original trust mention a later amendment? I would assume that the amendment refers to...

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What does a probate court/judge look at during their process?

Steven's answer | Answered on July 08, 2015

Are you the only beneficiary? If so, it probably won't matter if he had enough money for his care. If you are not the only beneficiary they will...

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Changes made to a will while person was incapacitated

Steven's answer | Answered on July 08, 2015

Of you have recourse - see a lawyer right away. Changing a document or forgery is obviously improper. A person must have legal capacity to sign a...

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Re: Principal & successor agents on various "end-of-life" documents. Further details as provided below in summary fashion:

Steven's answer | Answered on July 08, 2015

I am not a MA attorney, however I strongly would suggest the answer to this question is the same in all stated. 1. Gernerally there is no limit...

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How can you tell if a will is authentic?

Steven's answer | Answered on July 08, 2015

I agree with Mr. Masiuk and share his question about why you are asking now - has he died or not? The authenticity of a will is determined by the...

Steven M Zelinger's Answers (9236)

I received a 5043 letter from the IRS and need advise ASAP

Should benefits received on the SSA-1099 form also be reported on form 1040? If so, what line?

How or are we taxed on inheritance from my multi-millionaire mother in law from PA if we are Florida residents?

Is the sale of a home considered taxable income?

I am in trouble with the IRS. Need help to prevent any garnishments until I can file for all those years.

Can I force the Trustee of my deceased Fathers Trust to disburse all the funds that are set for for my distribution?

What does a probate court/judge look at during their process?

Changes made to a will while person was incapacitated

Re: Principal & successor agents on various "end-of-life" documents. Further details as provided below in summary fashion:

How can you tell if a will is authentic?