Hello, "If you own community property and your spouse dies, the total fair market value (FMV) of the community property, ...

Hello, Yes, your retirement plan trustee must make the "Qualified Charitable Distribution" directly to the qualified organization if you are at...

Hello, There are a few issues that would need to be cleared up before attempting to make an educated determination about the resulting capital...

Hello, I would visit https://www.irs.gov/individuals/get-transcript , and follow the "Get Transcript Online" link to obtain the following...

Hello, You may give your daughter (or anyone) $15,000 per year without any gift/estate tax consequences and also won't have to file a gift tax...

Hello, I'm sorry to hear of your loss. If there is much gain to speak of after selling costs in such a short period of time, perhaps your son...

Hello, I found this at the IRS.gov website (https://www.irs.gov/newsroom/recovery-rebate-credit-topic-b-eligibility) "Generally, if you were a...

Hello, You'll want to review FTB Pub. 1031, Page 6, Wages and Salaries if you are an employee for the California payor: "Nonresidents include...

Hello, I'm not quite sure what your question is; it sounds like you have already obtained assistance with your delinquent returns. Best, Kale

Hello, Perhaps you may qualify for an offer-in-compromise with the CA Dept. of Tax and Fee Administration. Here is the website for its...