The gains are taxable. The amount originally paid for the annuity is not taxable.

You can gift the car, but you would still owe the tax that they are telling you that you owe.

Whether income is taxable or not taxable does not depend on whether the employer (or government -- in the case of disability payments) withheld tax...

I would strongly advise you to get a tax professional to prepare the 1041. These are not DIY returns, and unless you are a CPA who is experienced...

You don't need a death certificate for any of the forms that you just mentioned. However, I would strongly advise you to get a tax professional...

Your HOA needs to hire a CPA to do an audit or at least a "review and compilation" of your books to determine how much was taken. After the audit...

If you have an agreement to alternate years, its OK for you to do that.

You can treat the transfer as a gift --- be sure to file a gift tax return. The big problem is for the sister --- she will get your basis (with...

Yes, you are required to comply with the garnishment order.

Why would you file jointly with someone whom you plan to divorce? Someone whom you know is dishonest? File married-filing-separate (MFS) and...