Questions answered by Brian Joseph Munson

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How long after the death of our Father before the final estate taxes have to be completed and filed? This is in the state of Pa.

Brian's answer | Answered on February 18, 2013

Since the Estate is under the exemption amount, there is no need for a 706 Estate Tax Return. However, as my colleague pointed out, a Form 1041...

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Dad died 7/12. cars in his name only. does mom have to go through succession 2 get cars in her name so she can sell 1 of them?

Brian's answer | Answered on February 15, 2013

Under Louisiana law, your mother has to open succession in order to properly transfer title into her name alone. This is done by first probating...

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I went to file my tax return this year and it was rejected because they said, "someone has claimed you as a dependent on theirs.

Brian's answer | Answered on February 14, 2013

. Cappucio is right. Unfortunately, you may never know who claimed you. You will have to start paper-filing your returns with a special PIN from...

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Earned Income Tax Credit

Brian's answer | Answered on February 14, 2013

There are too many factors to really answer this. The EITC is dependent on the type of income, the amount earned, and the number of qualifying...

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In amending the Articles of Organization for tax exemption , Do you keep the original LLC purpose or omit it altogether ?

Brian's answer | Answered on February 14, 2013

To get the exemption, the stated purpose typically has to mention a non-profit activity.

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I was audited back in April 2012 - and ended up owing the IRS over $20,000 - is it too late today to file an appeal?

Brian's answer | Answered on February 13, 2013

It really depends on some other dates. If April was the audit, there may still be time. Typically the audit is followed by an assessment. If you...

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Can I file taxes on the monthly amount my mother pays me to care for her?

Brian's answer | Answered on February 12, 2013

The money your mother pays you is income to you. If she is paying you directly (and not an LLC), then it should be reported on Schedule C to your...

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My sister received a 1099-INT form, but doesn't work. Does she still need to file taxes?

Brian's answer | Answered on February 12, 2013

Interest is taxable income. However, if that is her only income, then it is doubtful she earned enough to have any tax liability.

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I was paid by personal checks from a guy a used to work for for about 7 months, this was a couple of years ago

Brian's answer | Answered on February 12, 2013

Any income earned is taxable. If you did not file returns for those years, you should file them. You will have penalties and interest, but it is...

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My father passed away. What forms to file with courts of Louisiana to gain access to contents of his safe deposit box?

Brian's answer | Answered on February 12, 2013

You will need to open a succession. If your father had a will, you need to present it to the court. I would suggest hiring an attorney; most can...

Brian Joseph Munson's Answers (315)

How long after the death of our Father before the final estate taxes have to be completed and filed? This is in the state of Pa.

Dad died 7/12. cars in his name only. does mom have to go through succession 2 get cars in her name so she can sell 1 of them?

I went to file my tax return this year and it was rejected because they said, "someone has claimed you as a dependent on theirs.

Earned Income Tax Credit

In amending the Articles of Organization for tax exemption , Do you keep the original LLC purpose or omit it altogether ?

I was audited back in April 2012 - and ended up owing the IRS over $20,000 - is it too late today to file an appeal?

Can I file taxes on the monthly amount my mother pays me to care for her?

My sister received a 1099-INT form, but doesn't work. Does she still need to file taxes?

I was paid by personal checks from a guy a used to work for for about 7 months, this was a couple of years ago

My father passed away. What forms to file with courts of Louisiana to gain access to contents of his safe deposit box?