About SoCalGal21

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Hello! I'm an Enrolled Agent with over 30 years of experience in taxes and accounting. Before that I was a Corporate Systems Analyst in Manhatten.

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Re: How to add education fees or 529 expense into city tax form?

There is no Federal credit for contributing to a 529 account. There are federal Education Credits you can claim if you, your spouse or your dependent were ...

SoCalGal21

1

Updated May 14, 2025
Re: IRS Notification re Estimated Tax Penalty

If you owe the IRS 2 years in a row, the IRS can legally determine you needed to pay Quarterly Estimated Taxes for the balance. The last quarterly payment is du...

SoCalGal21

Updated May 14, 2025
Re: How to add education fees or 529 expense into city tax form?

When you say you have no W-4, do you mean you have no income to report to NY State or NYC? The NY State return has 2 Education deductions that can potential...

SoCalGal21

3

Updated May 14, 2025
Re: I sold my home last yr claiming capital gain exempt on 20k gain....

On the initial home sale, you can prorate the Credit even if you do not meet the full 2 year requirement.

SoCalGal21

Updated Jul 26, 2023
Re: inheritance

Are there any other questions we could help with on this? We want to be sure you feel you understand all the tax consequences of this.

SoCalGal21

Updated Jul 26, 2023

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Date Registered	‎December 17, 2020 9:19 AM
Date Last Visited	‎May 15, 2025 4:30 PM
Total Messages Posted	25
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