Questions answered by Steven M Zelinger

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If my ex husband owes the irs do i owe also?

Steven's answer | Answered on March 08, 2015

You are able to look at many of your tax records via the IRS website. Depending on how you filed when married you may also owe but one cannot be...

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Trouble for not filing taxes for 8 years

Steven's answer | Answered on March 08, 2015

It is possible but not likely. Best thing to do is file the returns. Failure to file is way worse than failure to pay in my opinion. However the...

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Do I have the right to know the amount in my parent's savings account? My sister is power of attorney.

Steven's answer | Answered on March 08, 2015

To the extent that they are being assisted by a properly acting agent under a valid power of attorney you do not have the automatic right to know...

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Trying to get money that my deceased father left in bank. But he was married and now she is deceased. Can get death certificate.

Steven's answer | Answered on March 08, 2015

Because there are not enough facts here it is not possible to tell if you are entitled to these funds or not. I assume your father died before his...

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Sister died, named me executor, gave up position to next in line as trust says. what happens if he does not follow the trust ???

Steven's answer | Answered on March 08, 2015

You say "executor" but you mean trustee, correct? Are you also a beneficiary? Just as any beneficiary would be able to do, if a trustee does not...

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My mother passed away almost 2 years ago and had no executor or estate. I need to close out accounts. What options do I have?

Steven's answer | Answered on March 06, 2015

Depending on the amounts involved you probably need to open the estate (you don't say if she had a will, but if she did the executor needs to be...

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Can a regular Tax Preparer do a S-corporation filing instead a CPA?

Steven's answer | Answered on March 06, 2015

Can you? Yes. Should you? Depends on the expertise of the preparer. The incremental increase in cost of using a good CPA is typically worth it.

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My family has moved in with my elderly parents to help take care of them. I make their mortgage payment.

Steven's answer | Answered on March 06, 2015

I agree that your parents should meet with an estate / elder law attorney. Among other questions you might have them ask if they can have a...

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How do I set up a power of attorney?

Steven's answer | Answered on March 06, 2015

The best thing for her to do is meet with an attorney to have the situation explained and the appropriate documents drawn up for her. She likely...

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If a Trustee leaves out an important account listed as a Trust asset when given a general accounting, can there be repercussions

Steven's answer | Answered on March 05, 2015

The IRA issue may be more of a technical one - it is unlikely that the IRA is owned by the trust. It is perhaps possible that withdrawals from it...

Steven M Zelinger's Answers (9236)

If my ex husband owes the irs do i owe also?

Trouble for not filing taxes for 8 years

Do I have the right to know the amount in my parent's savings account? My sister is power of attorney.

Trying to get money that my deceased father left in bank. But he was married and now she is deceased. Can get death certificate.

Sister died, named me executor, gave up position to next in line as trust says. what happens if he does not follow the trust ???

My mother passed away almost 2 years ago and had no executor or estate. I need to close out accounts. What options do I have?

Can a regular Tax Preparer do a S-corporation filing instead a CPA?

My family has moved in with my elderly parents to help take care of them. I make their mortgage payment.

How do I set up a power of attorney?

If a Trustee leaves out an important account listed as a Trust asset when given a general accounting, can there be repercussions