tag:blogger.com,1999:blog-6318055043707993918.post2668238419060578065..comments2024-02-20T02:12:18.090-05:00Comments on THE WANDERING TAX PRO: ROYALLY SCREWED!Robert D Flachhttp://www.blogger.com/profile/06034127763662917220noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-6318055043707993918.post-39160057259026578402008-07-31T13:54:00.000-04:002008-07-31T13:54:00.000-04:00Anon-First part – if a woman who marries wants to ...Anon-<BR/><BR/>First part – if a woman who marries wants to keep her maiden name, and not take the last name of her husband, she does not have to do anything for Social Security. Her name has not changed. When filing the annual joint Form 1040 she must list her maiden name on the 1040. If her husband is Alfred Wiedersein and she is Jane Taxpayer the first line of the 1040 (“Your” name) would be Alfred Wiedersein and the second line (“Spouse’s” name) would be Jane Taxpayer. This way the names on the Form 1040 and the names for the corresponding Social Security numbers in the records of the SSA will be the same.<BR/><BR/>The advance rebate check is based on the information on the 2007 income tax return. So if the new husband did not qualify based on 2007 information he would not receive a check in 2008.<BR/><BR/>The actual “credit” is ultimately based on 2008 filing information. If on the 2008 joint return the couple would qualify for a full $1,200, but together they only received $600 in 2008, I expect they would be able to claim the additional $600 on Line 71 of the 2008 Form 1040 (as per the current 2008 draft – which will most likely change before the end of the year) and increase their refund or reduce their balance due by the $600.<BR/><BR/>You did good by continuing to have the wife claim “Single” (or “Married But Withheld At the Higher Single Rate") on her W-4 at work. It is true that by claiming “Married” on the Form W-4 will result in less withholding.<BR/><BR/>Have I covered it?<BR/><BR/>TWTPRobert D Flachhttps://www.blogger.com/profile/06034127763662917220noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-77583671535349674672008-07-31T08:16:00.000-04:002008-07-31T08:16:00.000-04:00Bruce-Meshuga:According to Merriam Webster’s Onlin...Bruce-<BR/><BR/>Meshuga:<BR/><BR/>According to Merriam Webster’s Online Dictionary – “Yiddish meshuge, from Hebrew mĕshuggāʽ, crazy, foolish.” <BR/><BR/>From the Free Online Dictionary - “crazy, senseless”.<BR/><BR/>The issue of filing an amended return has come up – but what am I amending? The number has been changed with the SSA – so there is no longer a federal income tax issue. <BR/><BR/>Enjoy the rest of your vacation!<BR/><BR/>TWTPRobert D Flachhttps://www.blogger.com/profile/06034127763662917220noreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-71823646790063853702008-07-29T14:51:00.000-04:002008-07-29T14:51:00.000-04:00All this sounds very interesting! So now I have a...All this sounds very interesting! So now I have a question regarding two people getting married where the female does not wish to change her name. What does she do for social security?<BR/><BR/>In addition, after the marriage takes place, the new husband will not have received an economic stimulus payment since he did not live or work in the U.S. in 2007 but is here in 2008 while the spouse already has received her single amount economic stimulus payment as a single person in 2008 for 2007. Also, no changes were made to the wife's claiming single exemption on social security forms since we figured out that they take even less money out of the paycheck when claiming married and she would be underpaying if she did that.<BR/><BR/>Any suggestions?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6318055043707993918.post-89031000971488686082008-07-29T10:09:00.000-04:002008-07-29T10:09:00.000-04:00Congrats on the counting from sitemeter. I have a ...Congrats on the counting from sitemeter. I have a long way to go. <BR/>I am not great with words, but it has been a long time since I have had to look one up.<BR/>“Meshuga.”<BR/>I like to think I am a “stimulus” knowledge base. I agree they should have their rebate now. Their situation is unique but with it all said and done they should have their rebate. The 1040X would have resubmitted and corrected the issue, or should have.<BR/>I am now being told that I can’t look into any further until Monday. <BR/>Back to vactionAnonymousnoreply@blogger.com