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  1. 1041 Schedule G, Part Ii Instructions Unclear

    1041 Schedule G, Part II is a new set of questions beginning tax year 2019. The 1041-2019 instructions refer to Trusts paying Estimated tax in 2019, beginning on line 10 of Part II. Although my...
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    Re: No 1099-Misc from Payor, Amount Under $600

    Yep, I file a 1041 every year for royalty income to a Trust. The Payor would be an oil company. You may have hit the source of the issue regarding reimbursement. It may be for that, but from the...
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    Re: No 1099-Misc from Payor, Amount Under $600

    Thanks, but what a hassle for a Fiduciary return....you can't imagine the extra hassle.
    A point to note....in corresponding with the Payor as to why I did not get a 1099-MISC, they claim they made...
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    Re: No 1099-Misc from Payor, Amount Under $600

    Oops, sorry to mention I'm the payee. The payor did not issue me a 1099-MISC for roughly $300 last year.
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    No 1099-Misc from Payor, Amount Under $600

    Per IRS, a payor does not have to provide a 1099-MISC to a payee for a year's total revenue less than $600. What form or reasonable substitute should I use to report that income. Income is royalties....
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    Working With a Lawyer: Lawyer Bad Rep Reinforced, Disgusted

    My question relates to legal practice in the state of: California, Los Angeles County

    For an attorney retained and paid a substantial sum for "X" amount of hours per Attorney-Client agreement, is...
  7. Trusts: Terminating Simple Trust, Los Angeles County

    My question involves estate proceedings in the state of: California, Los Angeles County

    All debts and distributions to beneficiaries of my deceased father's simple, non-probated trust have been...
  8. Trusts: California: Dissolution of Non-Probate Trust

    My question involves estate proceedings in the state of: California

    Is the process of dissolving a non-probated Trust in California complex?
    Does the process involve substantial fees?
    As a...
  9. Federal Taxes: Can You Use Staples or Paperclips on Your Tax Return

    Such an inane question, but I can find no authoritative answer on this simple question, not even from the IRS. Any one tax forum with tax professionals will render totally different answers. So, is...
  10. Delivery of Deed: Re: L.a. County Real Property Sale

    I'll try Clark Howard's forum to see if I can get an answer.
  11. Delivery of Deed: Re: L.a. County Real Property Sale

    Yep, called today, got 2 different stories....1st rep, then supervisor. The super claimed "our system is back logged." Those nitwits can say anything. I'm trying to find out if this was an escrow...
  12. Delivery of Deed: Who is Responsible to File a Deed After a Property Sale

    In a conventional home sale in L.A. County, with a reputable escrow company used for the sale.....EXACTLY which entity is responsible for filing the new deed? Buyer? Seller? Or the Escrow company? If...
  13. Federal Taxes: Re: Tax Preparer is Slow to File a Tax Return for a Trust

    Just for clarity's sake, I would be notifying the old CPA (who filed the extension) to have all documents and files gathered by a certain date, travelling out of state to pick them up, pay her for...
  14. Federal Taxes: Re: Tax Preparer is Slow to File a Tax Return for a Trust

    OK, granted. But virtually everyone advises highly against firing/changing Tax Prep persons in the middle of a return. I suppose it could present some difficulties since the current CPA did file an...
  15. Federal Taxes: Tax Preparer is Slow to File a Tax Return for a Trust

    My tax prep CPA - EA is dragging out my 2017 Trust return. Although my appointment with her was a little late, Mar. 12, she has repeatedly said..."I'm working on it," and promised 3 weeks ago I'd...
  16. Federal Taxes: How to Report a Change of Trustee to the IRS

    When a Trust is created and an SS-4 EIN Request for taxpayer i is filed, the name, address, etc., were relative to the known input at the time of the request. What happens when the original Trustee...
  17. Federal Taxes: How Soon is an Extension to File a Federal Tax Return Logged Wtih IRS

    I need to verify if in fact my deceased father's CPA actually filed an extension with the IRS as she said she would. I have reason to believe she may have a personal grudge against myself, the...
  18. Federal Taxes: How to Determine the Value of Donations for the Charitable Donations Deduction

    I've been told a charitable donation deduction value should be an amount the receiving charitable organization would reasonably expected to resell an item for. E.g., A lamp worth $50 should only have...
  19. State Taxes: Re: California 593-C Real Estate Withholding Certificate, Escrow

    The residence was my father's only residence at time of death. He died at home, and had lived there 40+ years. Unsure if Part ll, 1....or 2 applies. Thank you very, very much for your response.
  20. Libel: Can You Be Sued for Libel Over a Yelp Review

    My question involves defamation in the state of: California
    Can a poster of a negative Yelp review be sued, if the posting is opinion based on experience? Seems to me Yelp is having a credibility...
  21. State Taxes: How to Complete California 593-C Real Estate Withholding Certificate, Escrow

    As Successor Trustee, I'm selling my deceased father's residence, and the escrow company can not/will not advise me regarding this required form, which upon selecting proper exemptions, exempts the...
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    Professional Conduct: Re: How to Fire Your Lawyer

    No "case" ever occurred. I "verbally" retained a property tax lawyer to monitor the procession of a property tax reassessment of a residence. I gave a verbal go ahead, but with repeated requests for...
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    Professional Conduct: How to Fire Your Lawyer

    My question relates to legal practice in the state of: California
    I want to officially sever any further relationship with a SoCal attorney who never 1. produced a written Attorney-Client agreement,...
  24. Trusts: Re: Deductibility of Trust Administration Expenses

    thanks for the link.

    Thanks. I feel a bit guilty asking repeated questions on this forum. Good help is hard to get these days, even with experienced and busy tax prep people. Practically everyone...
  25. Trusts: Re: Deductibility of Trust Administration Expenses

    Income was gain on an annunity disbursement directly to the Trust, plus the sale of an art item, the proceeds of which have gone directly to bill payments of the Trust. About $60K.

    Yes. A flight...
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