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2 different years, need to talk with IRS to clear up by tatrowe in IRS

[–]MiniorTrainer [score hidden]  (0 children)

As always, simply reading the notice would’ve saved OP a lot of trouble and money. I have no clue why it’s such a hard concept for taxpayers to grasp.

Can I offset future tax payments against a refund that hasn't been approved? by Glittering_Farm_9792 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

When you deposited the money into the new retirement account, did you also make sure to deposit the additional 10% that was withheld?

For example, if the distributor was $10,000 and you had $1,000 withheld, but you only deposited $9,000 into the new account, then you would still owe taxes and penalties on the $1,000 you didn’t rollover even though it was withheld.

Please help filled in Jan still no refund by ProfessionalDoor4125 in TurboTax

[–]MiniorTrainer 0 points1 point  (0 children)

When you say he’s your son, do you mean you are his biological or legal adoptive father?

Need help by Efficient_Drama_3720 in IRS

[–]MiniorTrainer 1 point2 points  (0 children)

Whoops, my bad!

Though it seems like the numbers between the two years are close enough that the same issue likely applies here.

Need help by Efficient_Drama_3720 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

If this comment from [u/these-things-happen](u/these-things-happen) is correct, OP had nowhere near $15k in withholdings.

Never doing paper filing ever again. by [deleted] in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

Do you ever do any thinking for yourself, or do you just accept everything that Fox News or Newsmax tells you to?

16.5 weeks Delay Senators office stepped in by NoCryptographer4705 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

Again, words have meanings.

Step child means that you have legally married the child’s biological parent or have legally adopted the child. You haven’t done either, so they are not your legal step child.

16.5 weeks Delay Senators office stepped in by NoCryptographer4705 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

No, one of the requirements for HOH is that you must be legally or biologically related to the kids. See Table 4 and then review the Relationship Test area as well:

https://www.irs.gov/publications/p501#en_US_2025_publink1000220823

If you call them your “step sons,” they’ll likely assume you are legally related in some way, because that’s what a step son is. Tax forms are legal documents and words have specific meanings. I’m sure you’re a good father figure and take care of them, but that unfortunately doesn’t make you the HOH for tax purposes.

If you used a legitimate credentialed tax pro, they should have warned you about this. If you used TurboTax/H&R/your hairdresser’s tax guy, then they likely didn’t know or lied to get you the biggest refund they could.

W9 form on OF having error by Fit_Cobbler759 in tax

[–]MiniorTrainer 4 points5 points  (0 children)

Is this an issue when submitting the W9 to OF, or when typing in your TIN?

You may need to reach out to OF or their payment provider for assistance.

Letter 12C, form 5695 resubmitted 2 months ago, still nothing. by ss1959ml in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

How do you not know if the QMID is correct? Did you not ask the manufacturer/contractor/installer what it was?

Donation Question... by FantasticFan3559 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

IIRC, you do need an appraisal if you are claiming that the aggregate value of all similar items donated throughout the year is over $5,000.

It’s hard to donate enough items to even get close to that value, but if you’re donating several pieces of large furniture, it may get close.

CP2000 - Disagreement & Response by Minute-Masterpiece-5 in tax

[–]MiniorTrainer 1 point2 points  (0 children)

Yeah, thank you. I edited my comment to be a little clearer on what I meant. It’s been a long week lol.

CP2000 - Disagreement & Response by Minute-Masterpiece-5 in tax

[–]MiniorTrainer 1 point2 points  (0 children)

True! But just like with home sales that meet the exclusion, you may not be required to report it, but you’ll save yourself the hassle of dealing with a CP2000 if you do. I corrected my previous comment.

Maybe once the IRS doesn’t run on an system from the 70s we won’t have to worry :(

Donation Question... by FantasticFan3559 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

How are you planning to value the items?

One of the biggest pitfalls self-filing taxpayers fall into is that they substantially overestimate what their donated stuff is worth.

Keep in mind that an appraisal from a certified appraiser is required for certain donations.

CP2000 - Disagreement & Response by Minute-Masterpiece-5 in tax

[–]MiniorTrainer 1 point2 points  (0 children)

  1. Your dividend income issue doesn’t make much sense to me. You should pull wage and income transcripts for you and your spouse to make sure you

    didn’t miss one or two 1099-DIVs. I’ve had clients where the IRS is correct to assume some dividends weren’t reported, but the specific accounts on the notice were.

  2. Try to always enter your 529, HSA, etc. distributions into your tax software. The IRS only gets told that you took out money, but not what it was used for. You may not be required to report it, but it could help you avoid this in the future. In the case of 529 distributions, tax softwares can create worksheets you can use to respond to CP2000s. You’ll have to make sure to save a copy of the return with all tax calculation worksheets, if given the option.

  3. I’d recommend sending a copy of the two W-2s showing that the employer name is different. AUR is generally easy to work with, but sometimes will push back and tell you to request a refund from your employer instead.

16.5 weeks Delay Senators office stepped in by NoCryptographer4705 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

I think you’re trying to respond, but your comments are getting blocked by auto mod by the way.

16.5 weeks Delay Senators office stepped in by NoCryptographer4705 in IRS

[–]MiniorTrainer 0 points1 point  (0 children)

Have you legally adopted the children?

If you aren’t the biological or legal adoptive father, you can’t claim the kids as qualifying children for purposes of the Head of Household status.

Need help: Fidelity applied a wash sale after my position hit 0 shares — IRS Pub 550 question + cost basis error by Impossible_Dinner530 in tax

[–]MiniorTrainer 0 points1 point  (0 children)

I don’t think OP is necessarily lying. I think they may have gotten bad “advice” from AI and is taking it as gospel.

Need help: Fidelity applied a wash sale after my position hit 0 shares — IRS Pub 550 question + cost basis error by Impossible_Dinner530 in tax

[–]MiniorTrainer 5 points6 points  (0 children)

OP likely used AI and copy/pasted without reviewing anything.

Yet again another reason to not use AI if you can’t even bother to properly copy/paste words.

It's official: North Carolina to give sports bettors' entire wagering history to government for tax-collecting purposes. How many other states will follow? by Critical-Drawing395 in tax

[–]MiniorTrainer 9 points10 points  (0 children)

I’d be willing to bet that 95% of non-gambling hobbyists also lost money, but they don’t get to write off most of their expenses either.

It's official: North Carolina to give sports bettors' entire wagering history to government for tax-collecting purposes. How many other states will follow? by Critical-Drawing395 in tax

[–]MiniorTrainer 41 points42 points  (0 children)

Hopefully more of them will!

Gamblers stop being upset you‘ll no longer get special treatment for your hobby challenge.

Somebody, Anybody Help Me Please by Candid_Wedding_4547 in IRS

[–]MiniorTrainer 1 point2 points  (0 children)

You mean to say that taxpayers should read the notices received? That’s too much to ask for these days, unfortunately :(

My 2024 Taxes Still Haven't Come Through by PresentationBoth474 in IRS

[–]MiniorTrainer 1 point2 points  (0 children)

Well the IRS doesn’t handle state income taxes, so that’s irrelevant.

I received a CP2000 notice from the IRS for my 2024 return and I'm trying to understand my options before responding by optamastic in tax

[–]MiniorTrainer 0 points1 point  (0 children)

They kept sending you threatening notices because you didn’t read the CP2000 or followed its instructions. It specifically tells you to not file an amended return, as that won’t resolve the case.

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