Environment and climate change

[AmareIsGod]

I just use www.freetaxusa.com/ these past few years and handle it all myself. It walks you through most of it and I never have anything too crazy. If you keep your documents around (which you have to do when you work with someone anyway), I don't see why I'd pay them to plug the data into similar tools and potentially screw something up. My parents tax lady of like 25 years totally screwed up last year and it really hurt my parents.

[AmareIsGod]

I was going to talk about this in the Tesla folder but it gets political, so I put it here.

I have had the same tax lady for over 30 years. She’s a die hard Maga supporter and whenever I get my taxes done I have to put up with her rambling on about the evil Dems. I certainly don’t tell her I voted for Biden. I bought a new Tesla in June. It’s supposed to get a $7500 tax break. She put the info in her tax program and told me my car doesn’t get the $7500 refund because Biden and the evil Dems hate Musk because he bought Twitter. Because of that they made it so all EV’s have to be made by union workers or the car doesn’t qualify for a tax refund.

I have poured over the rules and it says nothing about unions anywhere. It says the car must be manufactured in the US and most of its components have to come from America. Nothing about evil Dems and unions. Tesla told me I get the full $7500 refund when I bought it. There is a Clean Vehicle report Tesla gives for tax purposes to claim the $7500 and it says $7500 right on it. I searched publications till I was blue in the face and they all say the Tesla model Y extended range gets the full $7500. I went to a US Government site where you can put in your make model and year to see if it qualifies and it said it gets the $7500 tax break. A good friend of mine bought the exact same car a month before me and got his full $7500 refund.

My tax lady is adamant that the government says I don’t get the full refund and just get $2000. You get the full $7500 if you meet all the criteria. If you don’t meet one of the two criteria you get half or $3740. If you don’t meet the other one you get nothing. There is no $2000 version. I told my tax lady that I am positive I get the full refund and that I saw nothing about unions anywhere in the criteria. I asked her to file for an extension and I am going to go with another tax preparer because she is nuts.

I filed with freetaxusa and had a 2023 Tesla Model Y I purchased. Input the info (they make it super easy on there) and got the full $7500 tax credit. She's nuts.

[Superbone]

I just use www.freetaxusa.com/ these past few years and handle it all myself. It walks you through most of it and I never have anything too crazy. If you keep your documents around (which you have to do when you work with someone anyway), I don't see why I'd pay them to plug the data into similar tools and potentially screw something up. My parents tax lady of like 25 years totally screwed up last year and it really hurt my parents.

I pay about $60 bucks for Turbo Tax every year and do it myself. But it is understandable that not everybody has ability to do their own taxes. My mom for example. And I wouldn't want to attempt it for her as they are pretty complicated with 1031s and stuff like that which adds a ton of complexity and having to file in multiple states.

I'm moving to Arizona at the end of the month so this year's taxes will be interesting. Will have to file in two states.

[In2ition]

I have to do my dad's taxes this year, as he passed away at the end of the year. It shouldn't be too hard, as he was retired and didn't have much to declare, but I ran into a snag on Turbotax, because he is a resident of ND, but gets all his income from a retirement account in AZ. Of course, Turbotax isn't allowing me to go forward without this form, but I don't have the form and they won't provide it either.

[Superbone]

I have to do my dad's taxes this year, as he passed away at the end of the year. It shouldn't be too hard, as he was retired and didn't have much to declare, but I ran into a snag on Turbotax, because he is a resident of ND, but gets all his income from a retirement account in AZ. Of course, Turbotax isn't allowing me to go forward without this form, but I don't have the form and they won't provide it either.

Sorry for your loss.

[In2ition]

Thanks

[Nodack]

That's horrible. I wonder if there are some ethic complaint you can file?

I don’t think so. I don’t want to F with her. I just want my refund.

[Nodack]

And sorry for your loss. The older you get, the more you see it. From what I understand, you get to a point you have no friends because they have all passed away. I feel like I am on deck, next up to bat in the generational game of life.

[In2ition]

Thanks

[Nodack]

Was checking out Brazil on the internets and found this on the World Bank site. They were assessing Brazil and their future. Kind of scary if true.

https://www.worldbank.org/en/country/brazil/overview
The Amazon rainforest is now near a tipping point beyond which it might not generate enough rainfall to sustain its own ecosystem or the agriculture, hydropower, water supply, and industries that have fueled Brazil’s growth, or the environmental services that it provides to the rest of Latin America and the Caribbean as well as the rest of the world. Efforts to stop deforestation in the Amazon cannot result in more deforestation in other biomes like the Cerrado, as they are also important for similar reasons.

[Mori Chu]

I have to do my dad's taxes this year, as he passed away at the end of the year. It shouldn't be too hard, as he was retired and didn't have much to declare, but I ran into a snag on Turbotax, because he is a resident of ND, but gets all his income from a retirement account in AZ. Of course, Turbotax isn't allowing me to go forward without this form, but I don't have the form and they won't provide it either.

Sorry to hear about your father. Must be no fun to have to deal with all those logistics like taxes and estates and figuring out how to sell or get rid of all their things and pay off all their debts.

[In2ition]

Thanks. Yeah, there is a lot of that involved. The good thing is that he didn't have a lot of debt(just mortgage), but the bad thing is that he didn't have a lot of money to pay the balance off either. So unfortunately, I think we(my brothers and sister) will have to sell off his property to pay it off. As no one has much of an interest in holding onto a home in a small rural town in ND, that will require paying off the balance of the mortgage and possible renovations to combat the flooding problem it has, which will cost 4x the balance still owed. And being a long way away from the location adds to the logistics problems.

[AmareIsGod]

I have to do my dad's taxes this year, as he passed away at the end of the year. It shouldn't be too hard, as he was retired and didn't have much to declare, but I ran into a snag on Turbotax, because he is a resident of ND, but gets all his income from a retirement account in AZ. Of course, Turbotax isn't allowing me to go forward without this form, but I don't have the form and they won't provide it either.

I have provided links at the bottom, but hopefully this helps you out.

Here are the key steps to take when filing taxes for your deceased father who was a resident of North Dakota but had retirement income from Arizona:

1. Gather necessary documents
- Obtain a copy of your father's death certificate
- Collect income documents like 1099-R forms for his Arizona retirement income, Social Security 1099 if applicable, and any other income sources
- Have your father's Social Security number and last year's tax return available

2. Determine your filing status
- As the person filing on behalf of your deceased father, you will likely file as a personal representative of the estate. This requires attaching Form 56 to the return.
- Write "Deceased" across the top of the 1040 tax return along with your father's name and date of death

3. Report all income
- Even though the Arizona retirement income will be taxed by Arizona, you still need to report it on the federal 1040 as taxable income[9]
- Include any other taxable income your father had during the year

4. File a nonresident Arizona return
- Since your father was a resident of North Dakota but had Arizona retirement income, you will need to file a nonresident Arizona return in addition to the federal return
- Arizona Form 140NR is the nonresident tax return - you can find it on the Arizona Department of Revenue website[12]
- Report the Arizona retirement income on this return. Arizona will tax it as regular income[19]

5. Claim a credit for taxes paid to Arizona
- On the North Dakota return, you can claim a credit for taxes paid to Arizona on the retirement income to avoid double taxation
- Look for a credit for income taxes paid to another state on the North Dakota return

6. File the returns
- Submit the federal return, Arizona nonresident return, and North Dakota return by the April tax deadline
- If you need more time, file an extension with both federal and state
- Consider hiring a tax professional given the multi-state situation

The most important things are to report all income, file a nonresident return in Arizona to pay tax on the retirement income, and claim a credit in North Dakota for taxes paid to Arizona. While it's an extra step to file the Arizona nonresident return, it's required in this situation.

Citations:
[1] https://anderscpa.com/filing-final-tax- ... /?tag=fwep
[2] https://turbotax.intuit.com/tax-tips/fa ... /L5albFXM4
[3] https://ttlc.intuit.com/turbotax-suppor ... 3_US_en_US
[4] https://www.aarp.org/money/taxes/info-2 ... payer.html
[5] https://www.kiplinger.com/taxes/filing- ... tax-return
[6] https://azdor.gov/individuals/income-ta ... d-taxpayer
[7] https://ttlc.intuit.com/turbotax-suppor ... X_US_en_US
[8]
[9] https://azdor.gov/individuals
[10] https://turbotax.intuit.com/tax-tips/ge ... /L9Mm0x1i6
[11] https://www.psprs.com/public-safety-per ... nformation
[12] https://azdor.gov/individuals/income-ta ... ble-income
[13] https://taxprep.sprintax.com/non-reside ... botax.html
[14] https://smartasset.com/taxes/hr-block-vs-turbotax
[15] https://ttlc.intuit.com/community/taxes ... 00/3220908
[16] https://www.taxslayer.com/blog/how-to-f ... ed-person/
[17] https://getcarefull.com/articles/how-to ... r-a-parent
[18] https://www.azasrs.gov/content/tax-information
[19] https://smartasset.com/retirement/arizo ... ment-taxes
[20] https://ttlc.intuit.com/turbotax-suppor ... s_US_en_US

[Superbone]

Whoa. ChatGPT?

[In2ition]

I have to do my dad's taxes this year, as he passed away at the end of the year. It shouldn't be too hard, as he was retired and didn't have much to declare, but I ran into a snag on Turbotax, because he is a resident of ND, but gets all his income from a retirement account in AZ. Of course, Turbotax isn't allowing me to go forward without this form, but I don't have the form and they won't provide it either.

I have provided links at the bottom, but hopefully this helps you out.

Here are the key steps to take when filing taxes for your deceased father who was a resident of North Dakota but had retirement income from Arizona:

1. Gather necessary documents
- Obtain a copy of your father's death certificate
- Collect income documents like 1099-R forms for his Arizona retirement income, Social Security 1099 if applicable, and any other income sources
- Have your father's Social Security number and last year's tax return available

2. Determine your filing status
- As the person filing on behalf of your deceased father, you will likely file as a personal representative of the estate. This requires attaching Form 56 to the return.
- Write "Deceased" across the top of the 1040 tax return along with your father's name and date of death

3. Report all income
- Even though the Arizona retirement income will be taxed by Arizona, you still need to report it on the federal 1040 as taxable income[9]
- Include any other taxable income your father had during the year

4. File a nonresident Arizona return
- Since your father was a resident of North Dakota but had Arizona retirement income, you will need to file a nonresident Arizona return in addition to the federal return
- Arizona Form 140NR is the nonresident tax return - you can find it on the Arizona Department of Revenue website[12]
- Report the Arizona retirement income on this return. Arizona will tax it as regular income[19]

5. Claim a credit for taxes paid to Arizona
- On the North Dakota return, you can claim a credit for taxes paid to Arizona on the retirement income to avoid double taxation
- Look for a credit for income taxes paid to another state on the North Dakota return

6. File the returns
- Submit the federal return, Arizona nonresident return, and North Dakota return by the April tax deadline
- If you need more time, file an extension with both federal and state
- Consider hiring a tax professional given the multi-state situation

The most important things are to report all income, file a nonresident return in Arizona to pay tax on the retirement income, and claim a credit in North Dakota for taxes paid to Arizona. While it's an extra step to file the Arizona nonresident return, it's required in this situation.

Citations:
[1] https://anderscpa.com/filing-final-tax- ... /?tag=fwep
[2] https://turbotax.intuit.com/tax-tips/fa ... /L5albFXM4
[3] https://ttlc.intuit.com/turbotax-suppor ... 3_US_en_US
[4] https://www.aarp.org/money/taxes/info-2 ... payer.html
[5] https://www.kiplinger.com/taxes/filing- ... tax-return
[6] https://azdor.gov/individuals/income-ta ... d-taxpayer
[7] https://ttlc.intuit.com/turbotax-suppor ... X_US_en_US
[8]
[9] https://azdor.gov/individuals
[10] https://turbotax.intuit.com/tax-tips/ge ... /L9Mm0x1i6
[11] https://www.psprs.com/public-safety-per ... nformation
[12] https://azdor.gov/individuals/income-ta ... ble-income
[13] https://taxprep.sprintax.com/non-reside ... botax.html
[14] https://smartasset.com/taxes/hr-block-vs-turbotax
[15] https://ttlc.intuit.com/community/taxes ... 00/3220908
[16] https://www.taxslayer.com/blog/how-to-f ... ed-person/
[17] https://getcarefull.com/articles/how-to ... r-a-parent
[18] https://www.azasrs.gov/content/tax-information
[19] https://smartasset.com/retirement/arizo ... ment-taxes
[20] https://ttlc.intuit.com/turbotax-suppor ... s_US_en_US

Thanks for this. Unfortunately, I've already filed.

[AmareIsGod]

Whoa. ChatGPT?

Perplexity. Much better for certain scenarios.

[Superbone]

Whoa. ChatGPT?

Perplexity. Much better for certain scenarios.

I haven’t heard of it. Is it free?

[AmareIsGod]

Whoa. ChatGPT?

Perplexity. Much better for certain scenarios.

I haven’t heard of it. Is it free?

My wife uses the free model. I pay for a pro account. We've both basically stopped using Google because of it.

perplexity.ai is the website. They also have an Android and iOS app.

[Superbone]

Whoa. ChatGPT?

Perplexity. Much better for certain scenarios.

I haven’t heard of it. Is it free?

My wife uses the free model. I pay for a pro account. We've both basically stopped using Google because of it.

perplexity.ai is the website. They also have an Android and iOS app.

Cool! I will check it out.