Questions answered by Heather Marie Gosnick

Archived

Is Ihss checks taxable at the end of the year?

Heather's answer | Answered on September 08, 2015

Much more information is needed. If you are referring to In-Home Supportive Service payments, in some instances, the payments can be excluded from...

Archived

Claiming son as a dependent on taxes

Heather's answer | Answered on September 08, 2015

I agree with Mr. Haselman. The IRS takes a "We will not get involved in family squabbles" stance when it comes to exes claiming dependents. ...

Archived

Can a bank change an IRA deposit from a personal deposit to a Company rollover to avoid taxes, when a person retires?

Heather's answer | Answered on September 06, 2015

There is not enough information, but generally speaking, the IRS has a 60-day rollover rule (there are some exceptions). However, there can be...

Archived

How do I address an incorrect allocation of income to me from my spouse reported on a 1040 IRS form?

Heather's answer | Answered on September 02, 2015

California is a community property state. When filing Married Filing Separately, there are allocation rules. Certain income is considered...

Archived

I am requesting a hearing before an administrative law judge NYS Division of Tax Appeals.

Heather's answer | Answered on September 01, 2015

This seems like a complex situation. I highly suggest discussing with a tax attorney before doing anything. If you cannot afford an attorney,...

Archived

How do I find out if my husband has filed our taxes

Heather's answer | Answered on September 01, 2015

I agree with Mr. Haselman. I just wanted to add that the hold times are extremely long right now. You can also go to...

Archived

How do I deal with a General Contractor who we paid upfront payment who got hit with an IRS collection notice?

Heather's answer | Answered on August 31, 2015

I agree with getting an attorney involved as far as future work is involved. Meanwhile, it is usually a Revenue Officer who issues the summons and...

Archived

NJ Div of taxation collection department illegally put tax lien on my credit history. Can you help?

Heather's answer | Answered on August 31, 2015

Unfortunately, many states can place liens when you owe back taxes. This is standard. The lien will be released once paid in full. I cannot tell...

Archived

Can my elderly parents file bankruptcy to discharge state taxes or to establish a court assisted payment plan.

Heather's answer | Answered on August 30, 2015

The state of Massachusetts does have some hardship options. It is possible, your parents can be placed in a hardship. Unfortunately, the hardship...

Archived

Retirement fund cash out and owed taxes

Heather's answer | Answered on August 30, 2015

If you cash out your retirement account, the only way the IRS or FTB can seize your funds for past-due tax liability is if there is a levy in...

Heather Marie Gosnick's Answers (116)

Is Ihss checks taxable at the end of the year?

Claiming son as a dependent on taxes

Can a bank change an IRA deposit from a personal deposit to a Company rollover to avoid taxes, when a person retires?

How do I address an incorrect allocation of income to me from my spouse reported on a 1040 IRS form?

I am requesting a hearing before an administrative law judge NYS Division of Tax Appeals.

How do I find out if my husband has filed our taxes

How do I deal with a General Contractor who we paid upfront payment who got hit with an IRS collection notice?

NJ Div of taxation collection department illegally put tax lien on my credit history. Can you help?

Can my elderly parents file bankruptcy to discharge state taxes or to establish a court assisted payment plan.

Retirement fund cash out and owed taxes