#divorce

Divorce

Tax planning for divorce — QDROs, alimony, Section 1041 property transfers, Section 121 home sale exclusion, and filing-status rules for divorcing spouses

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12 септември 2026 г.

Налогоплательщик заявил вашего иждивенца: какво означава известие CP87A от IRS и как процедирате

Известие CP87A от IRS означава, че две данъчни декларации заявили едно и също лице с един и същи социален осигурителен номер. Не е одит и не е смета — ако имаете право на претензията, IRS казва, че не трябва да правите нищо. Той наръчник покрива пет теста за квалифицируемо дете, стълбата за нарушаване на равенство, защо разводната заповед губи пред броя на нощувки без подписан Формуляр 8332, поправката с IP PIN за 2025 г. при отказ на електронна подача и кога да коригирате с Формуляр 1040-X.

mike

taxtax-complianceirs-reporting

16 юли 2026 г.

A Divorce Mediator's Guide to Bookkeeping: Retainers, Referrals, and the Home-Office Deduction

Divorce mediators should book retainers as a liability until sessions are billed, claim the home-office deduction on genuinely low overhead, and track referral relationships with attorneys and therapists as a real marketing channel.

mike

divorceself-employmentsmall-business

11 юли 2026 г.

Business Valuation in Divorce: How Much Is a Spouse's Company Worth?

Business valuation in divorce hinges on separating enterprise goodwill from personal goodwill and active from passive appreciation, using ASA/ABV/CVA-credentialed methods like income, market, and asset approaches.

mike

business-valuationdivorcesmall-business

18 май 2026 г.

Section 1041 and Divorce: A Guide to Property Transfers, Carryover Basis, and QDROs

Section 1041 lets spouses transfer property tax-free during and after divorce, but carryover basis, the six-year window, QDROs, ISO conversions, and post-TCJA alimony rules quietly reshape every settlement. A working guide to what must be fixed before the decree is signed.

mike

divorcetax-planningcapital-gains

13 май 2026 г.

Innocent Spouse Relief: How Form 8857 Unwinds Joint Tax Liability After Divorce

Form 8857 lets a spouse seek relief from joint tax liability under IRC Section 6015. This guide walks through the two-year deadline, the three relief categories—traditional, separation, and equitable—and how divorced, separated, or abused taxpayers build a record that survives IRS and Tax Court review.

mike

taxtax-compliancedivorce

13 май 2026 г.

Innocent Spouse Relief: A Guide to Form 8857 and Section 6015

Innocent spouse relief under IRC Section 6015 lets divorced or separated taxpayers escape joint liability for a spouse's tax misconduct via Form 8857. This guide covers the three types of relief—traditional, separation of liability, and equitable—plus deadlines, evidence requirements, and the common reasons the IRS denies claims.

mike

taxtax-compliancedivorce

10 май 2026 г.

Tax Planning During Divorce: QDROs, Post-TCJA Alimony, and Section 1041 Property Transfers

A practitioner's guide to the tax mechanics of divorce — how a QDRO splits a 401(k) penalty-free, why alimony in agreements executed after 2018 is no longer deductible, how Section 1041 carryover basis can turn a 50/50 settlement into an unequal one, and how the Section 121 home-sale exclusion survives when one spouse moves out.

mike

tax-planningtaxpersonal-finance

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