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Bozo Tax Tip #4: The $0.68 Solution April 9, 2024
With Tax Day fast approaching it’s time to examine yet another Bozo method of courting disaster. And it doesn’t, on the surface, seem to be a Bozo method. After all, this organization has the motto, Neither rain nor snow nor gloom of night can stay these messengers about their duty. Well, that’s not really the […]
Russ
Bozo Tax Tip #5: Procrastinate! April 8, 2024
Today is April 8th. The tax deadline is just seven days away. What happens if you wake up and it’s April 15, 2024, and you can’t file your tax? File an extension. Download Form 4868, make an estimate of what you owe, pay that, and mail the voucher and check to the address noted for […]
Russ
Bozo Tax Tip #8: No Tax Form, No Income! April 3, 2024
Two years ago I was speaking with a new client: “Russ, I just found out that I don’t get a tax form for the income I earn. That means I don’t have to report it, right?” This individual is filing his first tax returns. He just graduated college, and is self-employed. He (thankfully) did keep […]
Russ
Bozo Tax Tip #10: Email Your Social Security Number or EIN! April 1, 2024
It’s time for our annual rundown of Bozo Tax Tips, strategies that you really, really, really shouldn’t try. But somewhere, somehow, someone will try these. Don’t say I didn’t warn you! This is a repeat for the eleventh year in a row, but it’s one that bears repeating. Unfortunately, the problem of identity theft has […]
Russ
San Diego County Gets Extension Until June 17th February 28, 2024
Heavy rains and flooding in San Diego caused the area to be declared a federal disaster zone. The IRS extended all tax deadlines in San Diego County from January 21, 2024 onward until June 17, 2024. This includes individual, business, and employment tax returns. California’s Franchise Tax Board granted the same relief for state taxes. […]
Russ
A Reminder for Charities and Officers in Charities February 15, 2024
I live in a swing district in a swing state. One of the things we dread is election mail. The primary for state offices is in June, and already we’re receiving flyers. I’m sure the robocalls are soon to come (the robo-texts have already begun). The television and radio ads have begun (there was an […]
Russ
A Retroactive Tax Bill: What Can Go Wrong? February 1, 2024
Last night, the House of Representatives passed tax legislation that would increase the Child Tax Credit for 2023, allow businesses to expense research and development expenses, tax relief for wildfires and the train derailment in East Palestine, Ohio, and some other provisions. This legislation is now in the hands of the Senate, and it’s possible […]
Russ
IRS Announces Simple Notice Initiative; Boy, Is It Needed January 24, 2024
Clients of ours received an IRS CP2000 alleging they owed additional tax. The clients called us, and we reviewed their return; it turns out that the items the IRS thought weren’t included on their return were included (so we believe no tax is owed). We sent a response in early December. Last week our clients […]
Russ
IRS Officially Announces Delay in Reporting Cryptocurrency Transactions on Form 8300 January 16, 2024
The IRS officially announced today that businesses do not have to report the receipt of digital assets on Form 8300 until the Treasury and the IRS issue regulations implementing the new law. The IRS officially announced this in Announcement 2024-4. Per the announcement: The Treasury Department and the IRS intend to implement section 80603(b)(3) of […]
Russ
Form 8300, Cryptocurrency, and Gambling: An Update January 8, 2024
Last August I wrote a post noting that as of January 1, 2024 cryptocurrency is considered to be cash for Form 8300 reporting requirements. Here’s what I wrote last August: A Twitter/X post from John Reed Stark reminded me about an issue that may soon impact you if you are a professional gambler playing on […]
Russ