 IRS..... Refund check stolen and cashed? |
| My husband and I just found out that our refund check for $1800.00 was stole from our mail box(we think) and cashed. After a 6 week investigation it resulted in finding out it was cashed 2 weeks ago. ... |
|
 Should I bother with tax deductions? What are they? |
| First, I need to explain that I've already heard the definition of a tax deduction- "A reduction of total income before the amount of income tax payable is calculated." (So please don&#... |
|
 Fraud. Filing a tax return on a child they don't have.? |
| I have a friend who works, but gets food stamps through Welfare. She has a 3 year old child and has done taxes on him every year, except this year she went to do her taxes and the return got rejected ... |
|
 If I file an tax return, but my parents still claim me as a dependent, do I get an economoic stimulus check? |
| I am a college student and I file my own state and federal taxes, but my parents claim me as a dependent on their taxes. Do I still qualify for the $600 economic stimulus check? Thanks.... |
|
 How can the Salvation Army Thrift Stores charge sales tax when they don't pay taxes? |
| I understand that the money helps they poor and less fortunate, I guess I just want to know / understand from a legal point of veiw. It was my understanding that stores charge sales tax to help ... |
|
 Can I claim my daughter if she graduated in May 07 but was married before 12/07? |
| I paid her spring tuition, but she got married before June 30th, can I still claim her for 07... |
|
 I have recently come into 20k and have 37k mortgage - do i pay this to reduce the payments? |
| I work 30 hrs and have 2 children, my mortgage is £415 per month with 9 yrs left, I claim a widows/carers allowance hence the 20k inheritance, and get £20 pm Tax credits, the problem i am facing ... |
|
 Can my husband claim me as a dependent? |
My husband is filing his taxes as married filing jointly but I have only had MAYBE $500 in income. Can he claim me as a dependent along with our 3 kids?
Additional Details
Ugh, why so ... |
|
| How to find an employer's tax ID number? |
| I called my past employer's payroll dpt and the lady wouldn't give me the ID number. She said its against policy.I know could wait for my w-2, but Is there any other way to possibly get ... |
|
 Should my husband and I file our tax returns together or seperate? |
Should my husband and I file our tax returns together or seperate????
My husband and I have been off and alot last year. We filed seperate tax returns last year (I claimed our daughter). Anyhow, ... |
|
 Why do people get excited over large tax refunds? |
| Do people not realize when you get a large tax refund, that means you've been lending money to the government interest free and you could have had that money as an increase to your monthly ... |
|
 I want to report only two of my Three W-2 forms this year, what are the penaltes for that? |
| I held three jobs last year and on one of my W-2 forms I owe money to the IRS, but i was thinking I can just file the two that I dont owe money on until I can afford to pay.... |
|
 How to give a tip in UK? |
Percent to tip per invoice
Additional Details
If I stay in a hotel at UK, do I need to tip for the servers and how much should I tip???... |
|
|  |
QueAndAy | What are the tax filing requirements - life events? |
Are there special tax filing requirements for a friend of mine who over the course of last year lost her husband and moved to another state? She had been listed as a dependent on her husband's taxes. Does she have to file taxes on her deceased husband's behalf? Would software such as Turbotax handle her situation or would she be better off having taxes done by a person such as HR Block or a CPA?
Thx.
Additional Details
Thanks to everyone for their answers to my question. It helped clarify things and also generated some questions too. I decided to put your answers up for voting and will post a followup question under the heading "What are the tax filing requirements for a final return?". Feel free to answer that one too. Thx. |
 |
 
walkerhound03
|
If her husband was alive and paid taxes during 2006 then she can file on his behalf. Turbo Tax has a place to put that the person is deceased. I don't know how it handles it but I always use Turbo Tax and have had no problem with it. |
|
ninasgramma
 |
She does have to file a return for the deceased husband. She is allowed to file married filing jointly with him.
Turbotax can handle this. When the deceased person is entered, there is a choice to note that the person is deceased. The return is normal except for that. It will print out with notations and the surviving spouse will sign the return.
If she is more comfortable having someone else handle this, since this is a one-time event, it might be good to let a preparer do this. It is less stressful and will be over in less than an hour for her. So I would suggest a professional preparer or a friend who is experienced with the software to help her. |
|
Lynne
|
TurboTax can handle it if she's up to actually doing them. Otherwise, I'd sit down with a real person and do them.
The software has every eventuality built into it, so there's a virtual hand holding hers :)
She will have to file joint, spouse deceased for the first year. After that she files single. |
|
growing inside
 |
Yes, she needs to file income taxes on her husbands income during 2006 before he passed away. She may also need to file an estate tax return on whatever property was inherited from him.
Turbo Tax can handle it if it is a straightforward situation, I suggest she try putting the information in there and if she is not satisfied, then go to an accountant instead. |
|
dkg672004
 |
She will be filing a joint return with her deceased husband this year. She should take her taxes to a professional unless she has some knowledge of the tax laws. A pro can help her to plan her future tax years and offer advice. |
|
porselin
|
Firstly, I'm sorry for your friend's loss.
Turbo Tax can deal with all types of situations. Your friend does not need to go to a CPA or any other tax preparation place. If she has children that she can claim as her dependents (under 17 yrs old and lived with her for the whole 12 months of the 2006 year), she can claim Qualifying widow with child (#5 in the Filing Status area). If she was married at the time her husband passed, she can still claim Married Filing Joint if they did not have children and even if only one of them had income. The standard deduction amount is $10,300.00 for both situations.
Go to www.irs.gov. Make sure you do NOT go to any other website like www.irs.com or anything. Those are scam sites. You can also go to your local library, post office, IRS walk-in site (which you can locate at the www.IRS.gov website).
By the way, your friend can claim Widow with a qualifying child for the next 2 filing tax years. After that, she can file Head of Household. |
|
Baked n Blended
 |
Don't use HR Block. A CPA would be better for her. it will cost more but worth it. She can get tax advise also from a CPA.
Don't use a box program either.
They probably filed jointly? She still needs to report her husbands income for 2006. She would only have to report income she made in her new state. |
|
Judy1
 |
She wasn't listed as a dependent on her husband's return, since that can't be done. She probably filed a joint return with him.
Yes, a "final return" has to be filed for her husband. TurboTax would very possibly handle it. But a better option would be to look for a VITA or TCE site if the return is reasonably straightforward, or to see a CPA if it's very complex. Ineither case, she should take along a copy of last year's return.
You can find information about VITA and TCE at irs.gov - they are programs where trained volunteers prepare and file taxes at no charge. |
|
bofahs
 |
Block? - NO! CPA - YES!
If there was much of an estate, like a house, or whatever, she should have already been in contact with her lawyer, and that lawyer should be well prepared to hook her up with the appropriate accountant.
My experience is that Block is fine for people who own no property, have no investments, no business considerations, no health issues and are expecting 200 to 300 dollar refund. |
|
| |
|
| | |
| Questions List |
Answers | Last Post
| | | |
9 | 9 minutes(s) ago
| | | |
9 | 26 minutes(s) ago
| | | |
9 | 46 minutes(s) ago
| | | |
9 | 58 minutes(s) ago
| | | |
9 | 1 hour(s) ago
| | | |
9 | 6 hour(s) ago
| | | |
9 | 8 hour(s) ago
| | | |
9 | 10 hour(s) ago
| | | |
9 | 2 day(s) ago
| | | |
9 | 5 day(s) ago
| |
|
Homepage 
Financial
Forum 
Taxes 
No Spam
Adult 
Gambling
Unfinished
Deception
Plagiarism
Not English
