Tell us about yourself:
AARP Foundation Tax-Aide, the nation’s largest free, volunteer-run tax assistance and preparation program, started in 1968 with just four volunteers at one site. When in full operation, over 35,000 volunteers in all 50 states and the District of Columbia serve approximately 4,800 Tax-Aide sites. AARP Foundation Tax-Aide volunteers are trained and IRS-certified each year to ensure they know about and understand the latest changes and additions to the U.S. Tax Code.
Area of knowledge and what I know well:
U.S. Tax Code; Volunteerism
Certificates/Awards
IRS-certified
01/1968
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All Activity

Sorry for your loss. Her estate attorney is correct. Her income is below the filing limits. She was entitled to both Economic Impact Payments. If she did not receive the payments, you could file to receive them in the form of a tax refund. If there w...
TaxAideExpert 03-02-2021 12:36 PM
0
Replies
0
Kudos
547
Views
@a697212s Based on the income amounts you provided, you do not need to file a tax return for your mother for that income. However, if she received a Form 1099-S for the sale of her home, you would need to file a return to report that sale. Assuming s...
TaxAideExpert 03-02-2021 12:04 PM
0
Replies
0
Kudos
576
Views
Hello @ShaydaM705537 , We are sorry for your loss.  We assume that your husband passed away in 2020 and you are asking about your filing status for your 2020 tax return being filed in 2021. You can file a joint return with your late husband for 2020....
TaxAideExpert 03-02-2021 10:55 AM
0
Replies
0
Kudos
750
Views
No, a Roth conversion is not considered to be an indirect rollover.
TaxAideExpert 03-02-2021 10:16 AM
0
Replies
1
Kudo
840
Views
I assume you are referring to funds from a Section 125 Cafeteria Plan. Normally you must use the funds or lose them by the end of the year. However, Congress passed the Consolidated Appropriations Act, 2021 that offers more discretion for FSA and dep...
TaxAideExpert 03-02-2021 07:07 AM
0
Replies
0
Kudos
1293
Views
Sorry for your loss. Her estate attorney is correct. Her income is below the filing limits. She was entitled to both Economic Impact Payments. If she did not receive the payments, you could file to receive them in the form of a tax refund. If there w...
TaxAideExpert 03-02-2021 12:36 PM
0
Replies
0
Kudos
547
Views
@a697212s Based on the income amounts you provided, you do not need to file a tax return for your mother for that income. However, if she received a Form 1099-S for the sale of her home, you would need to file a return to report that sale. Assuming s...
TaxAideExpert 03-02-2021 12:04 PM
0
Replies
0
Kudos
576
Views
Hello @ShaydaM705537 , We are sorry for your loss.  We assume that your husband passed away in 2020 and you are asking about your filing status for your 2020 tax return being filed in 2021. You can file a joint return with your late husband for 2020....
TaxAideExpert 03-02-2021 10:55 AM
0
Replies
0
Kudos
750
Views
No, a Roth conversion is not considered to be an indirect rollover.
TaxAideExpert 03-02-2021 10:16 AM
0
Replies
1
Kudo
840
Views
I assume you are referring to funds from a Section 125 Cafeteria Plan. Normally you must use the funds or lose them by the end of the year. However, Congress passed the Consolidated Appropriations Act, 2021 that offers more discretion for FSA and dep...
TaxAideExpert 03-02-2021 07:07 AM
0
Replies
0
Kudos
1293
Views
Sorry for your loss. Her estate attorney is correct. Her income is below the filing limits. She was entitled to both Economic Impact Payments. If she did not receive the payments, you could file to receive them in the form of a tax refund. If there w...
TaxAideExpert 03-02-2021 12:36 PM
0
Replies
0
Kudos
547
Views
@a697212s Based on the income amounts you provided, you do not need to file a tax return for your mother for that income. However, if she received a Form 1099-S for the sale of her home, you would need to file a return to report that sale. Assuming s...
TaxAideExpert 03-02-2021 12:04 PM
0
Replies
0
Kudos
576
Views
Hello @ShaydaM705537 , We are sorry for your loss.  We assume that your husband passed away in 2020 and you are asking about your filing status for your 2020 tax return being filed in 2021. You can file a joint return with your late husband for 2020....
TaxAideExpert 03-02-2021 10:55 AM
0
Replies
0
Kudos
750
Views
No, a Roth conversion is not considered to be an indirect rollover.
TaxAideExpert 03-02-2021 10:16 AM
0
Replies
1
Kudo
840
Views
I assume you are referring to funds from a Section 125 Cafeteria Plan. Normally you must use the funds or lose them by the end of the year. However, Congress passed the Consolidated Appropriations Act, 2021 that offers more discretion for FSA and dep...
TaxAideExpert 03-02-2021 07:07 AM
0
Replies
0
Kudos
1293
Views
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Public Statistics
Date Registered ‎03-31-2020 04:39 PM
Last Visited ‎03-02-2021 10:27 PM
Total Messages Posted 42
Total Kudos Received 43
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