Will the IRS take my refund if they are already garnishing my wages?

If you owe the IRS money they will apply your refund first to any amounts due to them. Any individual seeking legal advice for their own...

Timing of gifts for tax purposes

You can give annual gifts of $13,000 each calendar year to each person. If you go over the $13,000 you have a $1 million life time exclusion you...

Our tax preparer made a mistake. What can we do?

The CPA should prepare an amended tax return for you at no additional cost. If additional tax is due you are responsible for the tax and interest,...

Don't need mortgage deduction this year. Can I carry it forward to use next year?

No this is not possible. It is a personal deduction and must be taken in the year paid or it is lost. Any individual seeking legal advice for...

Selected as the best answer

To file tax returns in the United States a Social Security Number is required. You can obtain the necessary forms at www.irs.gov. Any...

If you owe extra money, they would normally only be liable for any penalties that you may owe. If you correct the return by April 15 (the filing...

If we claim my father as a dependent on taxes are we liable for his debt/expenses when he can't pay and when he passes away?

Claiming someone as a dependent does not by itself make you liable for their debts upon their death. Your father may need to qualify for...

What is an 83(b) election with the IRS? How is it made and what are the implications of electing/ not electing it?

I agree with attorney Stansill. Be aware that an 83(b) election is irrevocable. Any individual seeking legal advice for their own situation...

Taxes Legally married/separated for over 2 years.

If you have not lived with your spouse for over six months (and you indicate that it is two years), you can file as single (head of household only...

The state garnished my paychecks and my state return for the same amount. What do I do?

The best thing to do in your situation is to call the FTB and explain your situation. Ask them to fax or mail you a transcript that shows what you...