Posts Tagged ‘tax tips’

When is a settlement or court award taxable?

  • August 7th, 2023
  • David Greene
  • Comments Off on When is a settlement or court award taxable?

When someone is physically injured and gets a money award from settlemenet or trial, that money is not taxable.  The key words here are “physical injury.”  Emotional distress alone is not cosidered a physical injury and, of course, discrimination is…

Can the payroll clerk be charged for the Trust Fund Penalty?

  • August 2nd, 2023
  • David Greene
  • Comments Off on Can the payroll clerk be charged for the Trust Fund Penalty?

Yes, the IRS can pursue a payroll clerk as a “Responsible Party” for the Trust Fund penalty.  I am quite sure that the owners and/or managers of the company would also be contacted and found to be responsible.  They probably…

Can tax payments be paid electronically?

  • July 17th, 2023
  • David Greene
  • Comments Off on Can tax payments be paid electronically?

Yes they can. I would like to state first though, that one should always use certified mail or Priority Mail with tracking to send anything to the IRS.  That way you get the green card back, which is proof that…

Can the IRS make me adjust my withholding amount on my paycheck?

  • July 11th, 2023
  • David Greene
  • Comments Off on Can the IRS make me adjust my withholding amount on my paycheck?

Yes, they can but sometimes you should voluntarily make that adjustment yourself.  It is a common issue among our clients that they do not have enough taxes withheld from their paycheck. When you work as an employee, you fill out…

Here are some tips to coinsidser when filing an amended tax return.

  • July 7th, 2023
  • David Greene
  • Comments Off on Here are some tips to coinsidser when filing an amended tax return.

Keep these tips in mind: (1) use the right form – Form 1040X; (2) since you are amending, also check for unused deductions or credits and be sure you have the correct filing status and number of dependents; (3) if…

What are some tax advantages for school?

  • June 30th, 2023
  • David Greene
  • Comments Off on What are some tax advantages for school?

Here are some school related tax tips. (1) Although private school tuition is not deductible, the child care component of the tuition is deductible for kids under 13. (2) Also for kids under 13, before and after school care may…

When is the best time to file an Offer in Compromise?

  • June 22nd, 2023
  • David Greene
  • Comments Off on When is the best time to file an Offer in Compromise?

In general, i.e. in terms of “now” as opposed to several years ago, this is a good time to deal with the IRS.  They have generally been more willing to compromise and make better deals for the taxpayers than in…

Can the IRS make me adjust my withholding amount on my paycheck?

  • June 20th, 2023
  • David Greene
  • Comments Off on Can the IRS make me adjust my withholding amount on my paycheck?

Yes, they can but sometimes you should voluntarily make that adjustment yourself.  It is a common issue among our clients that they do not have enough taxes withheld from their paycheck. When you work as an employee, you fill out…

Can one file a second Offer in Compromise after the first is rejected?

  • May 11th, 2023
  • David Greene
  • Comments Off on Can one file a second Offer in Compromise after the first is rejected?

Yes, you can certainly file another Offer, especially when there is a change in your circumstances.   However, we should look at another possibility first.  When an Offer is rejected, you have 30 days from the date of the official rejection…

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