Questions answered by Henry Daniel Lively

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Not sure if I can claim my GF on tax return

Henry's answer | Answered on March 13, 2010

As a dependent? Only if she qualifies as your dependent, which means she cannot provide over 50 percent of her own support. Any individual...

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The state franchise tax board sent me a letter that states that I owe taxes from 2002 which was paid years ago from a offset

Henry's answer | Answered on March 13, 2010

Call and write the FTB and explain your situation. You will need to provide proof of the payment. I am not quite clear how you have an offset...

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CALIFORNIA ONLY Tax Q: IRS regs seem to protect someone who gets a foreclosure on their home. What about CA? tax code question.

Henry's answer | Answered on March 13, 2010

California does not conform with Federal Law with regard to income from debt relief. A short sale is usually better. It has less effect on your...

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My husband is collecting a pension and now his ssi. I am still working. What is the best tax status to file?

Henry's answer | Answered on March 13, 2010

You only have two filing choices as a married couple. They are married filing separately or married filing jointly. Jointly usually yields a...

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If I file my taxes and receive a refund is the refund considered community property?

Henry's answer | Answered on March 13, 2010

If the income on the return is community property (example: Your wages prior to separation), then the refund would be community property and...

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If i file bankruptcy, are IRS and State taxes included?

Henry's answer | Answered on March 13, 2010

This is a complicated issue and you should consult with at bankruptcy attorney and a tax attorney. Taxes must be at least 3 years old and filed...

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If I claim head of household, do I have to claim the mortgage interest and taxes or can the other person on loan claim it?

Henry's answer | Answered on March 13, 2010

To be able to claim the taxes and interest you must be on title to the home and pay the taxes. Since he only paid half, he would only be entitled...

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Do I have to file taxes with Illinois?

Henry's answer | Answered on March 13, 2010

If you now intend to have your residence in Illinois, then you will have to file in both states. Any individual seeking legal advice for their...

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Our son is serving 37 mns in a corretional inst. How do we help him do his taxes? He worked and owned his own business in 2009

Henry's answer | Answered on March 13, 2010

You can prepare his return for him and take it to the institution for him to sign it when it is done. You could also get power of attorney from...

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I need answers about taxes pertaining to a lawsuit.

Henry's answer | Answered on March 13, 2010

Paying your sons legal fees would be a gift from you to him. You do not receive a tax deduction. The settlement is taxable unless it was...

Henry Daniel Lively's Answers (4728)

Not sure if I can claim my GF on tax return

The state franchise tax board sent me a letter that states that I owe taxes from 2002 which was paid years ago from a offset

CALIFORNIA ONLY Tax Q: IRS regs seem to protect someone who gets a foreclosure on their home. What about CA? tax code question.

My husband is collecting a pension and now his ssi. I am still working. What is the best tax status to file?

If I file my taxes and receive a refund is the refund considered community property?

If i file bankruptcy, are IRS and State taxes included?

If I claim head of household, do I have to claim the mortgage interest and taxes or can the other person on loan claim it?

Do I have to file taxes with Illinois?

Our son is serving 37 mns in a corretional inst. How do we help him do his taxes? He worked and owned his own business in 2009

I need answers about taxes pertaining to a lawsuit.