About KittyM2

KittyM2 · ‎December 17, 2019

Is your husband an established Arizona Resident who took a job in California, or a California resident attempting to establish Arizona residency?

KittyM2 · ‎December 17, 2019

To transfer the income from you to your son, you will need to issue him a 1099-MISC for the amount shown on your 1099-K. Be aware you will still need to file a TurboTax Self-Employed return to report the 1099-K income you have received and to show the nominee income (1099-MISC) for your son. He will also need to file a Self-Employed return to report his income and expenses from this transaction. If you are used to using TurboTax Online, you may wish to consider if there would be a cost savings to you by using the TurboTax Desktop/Download product to file both your returns. The due date for the 1099-MISC is January 31. DO NOT miss this filing, as the penalties are significant for forms that are late or not filed at all.

KittyM2 · ‎December 16, 2019

Generally speaking, you can use your HSA to pay for your breast feeding supplies (pumps, storage bags, etc). You should check with your HSA administrator to determine if the breast milk itself can be purchased with your HSA. I'm assuming congratulations are in order!

KittyM2 · ‎December 16, 2019

Yes, you will need to call the IRS at 1-800-829-1040 to address your overpayment and cancel the installment agreement you have made with them. Due to the amount of paperwork they have to handle, it generally takes the IRS 6-8 weeks to handle anything. Depending on how busy they are, it can take longer.

KittyM2 · ‎December 16, 2019

@nkkauffold What type of assistance do you need? TurboTax Live is only for the current tax year. 2018 closed in November, so TurboTax Live agents will be unable to view your 2018 return. The current tax year is now 2019. However, you can switch from TurboTax Online to our TurboTax Desktop product and a general phone agent can assist you in navigating through the product.

KittyM2 · ‎December 11, 2019

It depends. If the W-2 you are looking for is for 2018 or an earlier year, you should ask your employer to send you a copy of your W-2. This is the fastest and easiest way to get your W-2. If you are looking for your 2019 W-2, it will not be sent until January and the due date for sending it is January 31, so it may be late in the first week of February before you receive your 2019 Form W-2.

KittyM2 · ‎December 11, 2019

You should ask Social Security if filing separately would restore your husband's Social Security benefits. They have their own rules which are outside the scope of this part of the TurboTax Community. In my experience, his payments will return to their old level after a specified period of time. Married Filing Separately is an unfriendly tax filing status - it has the highest tax rate and many deductions and credits are limited or unavailable. You might end up paying more in taxes than you would gain by increasing your husband's Social Security payment.

KittyM2 · ‎December 11, 2019

If you work and/or live in a location (for example, Yonkers), you are generally subject to taxation at that location. This is true for all taxing authorities e.g. City, County, School District, State, etc. If you merely have a Post Office box at a location because it is convenient for you, that does not constitute establishing residence and you should not owe taxes as a result.

KittyM2 · ‎December 11, 2019

No, you cannot deduct your donation from your capital gain. It will go on Form 1040, Schedule A. The amount you save will depend on your personal facts and circumstances, such as your filing status and the other income and deductions claimed on your return.

KittyM2 · ‎December 11, 2019

Can you provide details as to what "FIA' stands for?

Date Registered	‎December 4, 2019 9:46 AM
Date Last Visited	‎April 17, 2020 2:09 PM
Total Messages Posted	50
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