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  #4  
Old 11-18-2003, 11:24 PM
Wayne Brasch
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Default Re: elderly parent did not pay taxes

"Laura" <vagirl2471[at]aol.com> wrote:

- quote -

> I've got a real problem. My Mom is in her 80's and has
> been in poor health for years but didn't want us in her
> business. In the past couple of months, I've suspected my
> Mom has not been paying her taxes.
> I found out today that it's much worst then I thought. She
> finally showed me some unopened certified letters and they
> went back to the 90's. They were letters from the IRS
> demanding payment. There was one for last year, where IRS
> had figured out her taxes based on W2s (retirment) and
> 1099's that companies reported to the IRS. The amount was
> for several thousand dollars. She didn't seem to think she
> had made any payments to the IRS but she wasn't sure. She
> said no one ever called her. I can't believe they would let
> this go for so long without sending an agent to her home. I
> don't know if they took the money out of some of her
> investments or if all the taxes going back to the 90's is
> still outstanding with the fines added up.
> What should I do? Should I contact the IRS or should I call
> a tax lawyer.


Contact a local CPA or EA to help with this situation. I
don't believe an attorney is necessary at this time.

Wayne Brasch, CPA, M. S. Taxation

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  #3  
Old 11-18-2003, 11:05 PM
Phil Marti
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Default Re: elderly parent did not pay taxes

vagirl2471[at]aol.com (Laura) writes:

- quote -

> What should I do? Should I contact the IRS or should I call
> a tax lawyer.


I'll take door number 3. I suggest you hire an enrolled
agent experienced with delinquent accounts and returns, get
your mother to give the EA a power of attorney for all years
1990 through 2003, and let the EA worry about it. If you
try to do it yourself you'll just get madder and madder at
your mother. Besides, you have other things to do.

Dollars to doughnuts taxes aren't the only problem she has.
Someone has to barge in on her life whether she likes it or
not. I've been there, and you won't believe what you'll
find when you really get into things. Tip number one: if
she has any credit cards, cancel them. Old people love to
chat with telemarketers, one of whom sold my 90 year old
father a health club membership.

In short, it's past time for you to become the parent. Best
of luck, and feel free to e-mail me if you want advice or to
vent. Experience is a tremendous teacher.

Phil Marti
Topeka, KS

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  #2  
Old 11-18-2003, 11:05 PM
Helen P. OPlanick EA
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Posts: n/a
Default Re: elderly parent did not pay taxes

- quote -

> I've got a real problem. My Mom is in her 80's and has
> been in poor health for years but didn't want us in her
> business. In the past couple of months, I've suspected my
> Mom has not been paying her taxes.
> I found out today that it's much worst then I thought. She
> finally showed me some unopened certified letters and they
> went back to the 90's. They were letters from the IRS
> demanding payment. There was one for last year, where IRS
> had figured out her taxes based on W2s (retirment) and
> 1099's that companies reported to the IRS. The amount was
> for several thousand dollars. She didn't seem to think she
> had made any payments to the IRS but she wasn't sure. She
> said no one ever called her. I can't believe they would let
> this go for so long without sending an agent to her home. I
> don't know if they took the money out of some of her
> investments or if all the taxes going back to the 90's is
> still outstanding with the fines added up.
> What should I do? Should I contact the IRS or should I call
> a tax lawyer.


Do you have Mom's power of attorney? If not, get it, then
you can either call the IRS (if you feel you can handle the
problem) or find a tax professional. An attorney is
overkill.

Helen, EA in PA
Member of The Tax Gang
President, PA Society of Enrolled Agents
Campaigning for NAEA Board of Directors - Looking for YOUR vote

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  #1  
Old 11-18-2003, 11:05 PM
Harlan Lunsford
Guest
 
Posts: n/a
Default Re: elderly parent did not pay taxes

Laura wrote:

- quote -

> I've got a real problem. My Mom is in her 80's and has
> been in poor health for years but didn't want us in her
> business. In the past couple of months, I've suspected my
> Mom has not been paying her taxes.
> I found out today that it's much worst then I thought. She
> finally showed me some unopened certified letters and they
> went back to the 90's. They were letters from the IRS
> demanding payment. There was one for last year, where IRS
> had figured out her taxes based on W2s (retirment) and
> 1099's that companies reported to the IRS. The amount was
> for several thousand dollars. She didn't seem to think she
> had made any payments to the IRS but she wasn't sure. She
> said no one ever called her. I can't believe they would let
> this go for so long without sending an agent to her home. I
> don't know if they took the money out of some of her
> investments or if all the taxes going back to the 90's is
> still outstanding with the fines added up.
> What should I do? Should I contact the IRS or should I call
> a tax lawyer.


Truth is stranger than friction some times. I'm not
surprised that there was no human contact from IRS.
(well.... no jokes here, please.)

Not a tax lawyer, but find a competent Enrolled Agent (EA)
or CPA in your area who knows taxes and representation work.
But make sure you have a power of attorney from your mother,
and if the accountant takes the case, get her to give him
one, too. It's an IRS form that the EA or CPA can draw up.

Your mother of course must assent and cooperate, assuming
there is no, how shall I put it, mental impairment? Yes,
there is possibility that they have been withholding on her
invesment accounts; it's called backup withholding and is
happening more and more these days.

Good luck, and
Cheer$,
Harlan Lunsford, EA in LA

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Old 11-18-2003, 10:46 PM
John H. Fisher
Guest
 
Posts: n/a
Default Re: elderly parent did not pay taxes

vagirl2471[at]aol.com (Laura) writes:

- quote -

> I've got a real problem. My Mom is in her 80's and has
> been in poor health for years but didn't want us in her
> business. In the past couple of months, I've suspected my
> Mom has not been paying her taxes.
> I found out today that it's much worst then I thought. She
> finally showed me some unopened certified letters and they
> went back to the 90's. They were letters from the IRS
> demanding payment. There was one for last year, where IRS
> had figured out her taxes based on W2s (retirment) and
> 1099's that companies reported to the IRS. The amount was
> for several thousand dollars. She didn't seem to think she
> had made any payments to the IRS but she wasn't sure. She
> said no one ever called her. I can't believe they would let
> this go for so long without sending an agent to her home. I
> don't know if they took the money out of some of her
> investments or if all the taxes going back to the 90's is
> still outstanding with the fines added up.
> What should I do? Should I contact the IRS or should I call
> a tax lawyer.


Any tax professional worth his/her salt should be able to
handle the problem. There may be some remedies, if
deductions or credits can be brought into play. If liens
were used, that should be easy enough to discover. Your
mother may request a transcript, at no charge, by completing
Form 4506. Here is the link to the fill in form:

http://www.irs.gov/pub/irs-fill/f4506.pdf

Hope this helps 'n' Good Luck!!!=

"Jack" - John H. Fisher - TaxService[at]aol.com
Philadelphia, Pa - Atlantic City, NJ - West Wildwood, NJ
My Newsgroups & Boards at: http://members.aol.com/TaxService/index.html

Where Ignorance is bliss, 'tis folly to be wise!=

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  #-1  
Old 11-18-2003, 01:40 AM
Laura
Guest
 
Posts: n/a
Default elderly parent did not pay taxes

I've got a real problem. My Mom is in her 80's and has
been in poor health for years but didn't want us in her
business. In the past couple of months, I've suspected my
Mom has not been paying her taxes.

I found out today that it's much worst then I thought. She
finally showed me some unopened certified letters and they
went back to the 90's. They were letters from the IRS
demanding payment. There was one for last year, where IRS
had figured out her taxes based on W2s (retirment) and
1099's that companies reported to the IRS. The amount was
for several thousand dollars. She didn't seem to think she
had made any payments to the IRS but she wasn't sure. She
said no one ever called her. I can't believe they would let
this go for so long without sending an agent to her home. I
don't know if they took the money out of some of her
investments or if all the taxes going back to the 90's is
still outstanding with the fines added up.

What should I do? Should I contact the IRS or should I call
a tax lawyer.

Thanks for any advice.

Laura

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