Kerry Freeman EA's Answers

RobertH

1 Vote

5 Answers

8952 Views

What are the tax changes I need to know about when filing my individual return for 2012?

Jan 10, 2012 by RobertH Follow Answer

Category: Tax Planning

WiseSaver

0 Votes

6 Answers

9006 Views

Is a credit card statement considered a viable replacement of a receipt for income tax documentation of expenses or are credit card slips still required?

Aug 17, 2011 by WiseSaver Follow Answer

Category: Tax Planning

Peter Suhai

0 Votes

5 Answers

6242 Views

What is an Enrolled Agent?

Jul 12, 2011 by Peter Suhai Follow Answer

Category: Tax Planning

Trajce Panov

0 Votes

4 Answers

4065 Views

I have received Form 5498. Do I have to include it in my tax return?

Feb 8, 2011 by Trajce Panov Follow Answer

Category: Tax Planning

Kerry Freeman EA

0 Votes

6 Answers

3761 Views

To my peers, Since schedule A's will be delayed, What are you doing and what are you telling taxpayers?

Jan 5, 2011 by Kerry Freeman EA Follow Answer

Category: Tax Planning

Cristi

0 Votes

5 Answers

3056 Views

My partner and I are registered domestic partners in California. Can she claim Head of Household since my son lives with us? I read the requirements and it does say "stepchild" so I guess the question is.... Is he considered to be her stepchild in the eyes of the "tax gods"?

Aug 2, 2010 by Cristi Follow Answer

Category: Tax Planning

Delta Grant

0 Votes

4 Answers

8506 Views

What is "IRS 8b Payout"?

Jul 21, 2010 by Delta Grant Follow Answer

Category: Tax Planning

Tax Advisors

0 Votes

2 Answers

3856 Views

Does anyone know any details about 3.8% tax on home sales?

Jul 7, 2010 by Tax Advisors Follow Answer

Category: Real Estate

Academix

0 Votes

6 Answers

3982 Views

What surrogacy expenses can I deduct on my tax return? How about payments and expenses for egg donor?

Jul 6, 2010 by Academix Follow Answer

Category: Tax Planning

Telecom Advisor

0 Votes

1 Answer

3838 Views

What year-end tax planning strategies (for individuals and small business) would you implement this year?

Dec 28, 2009 by Telecom Advisor Follow Answer

Category: Tax Planning

Academix

0 Votes

4 Answers

4480 Views

What is the proper way to set up an inherited IRA? I was told that I have to make annual withdrawals. Is that correct?

Oct 21, 2009 by Academix Follow Answer

Category: Financial Planning

Heather Nieves

0 Votes

2 Answers

3775 Views

My mom's IRA has gone down 60% just in 2008...?
She has lost $14K of her IRA in 2008. With only $11K or her IRA left and no guarantee for a recovery, is it better to cash out, pay the income tax and put the $11K into CD's where at least the money is safe? Please give reasons with your answer.

Jan 12, 2009 by Heather Nieves Follow Answer

Category: Financial Planning