SIL acting helpless to get DH to do her income taxes

[Anonymous]

She is divorced and earnings are usually below the poverty level. This year, SIL and DH sold an inherited property that is in another state, Massachusetts. So in addition to the regular tax filings, they need to complete a Massachusetts state tax return for the capital gains (about $74,000 each, the amount was determined by the estate accountant for them to report on their individual returns, the estate is closed).
DH informed SIL that MA will not send him or her their refund until they get both MA state income tax returns (as he was told on the phone). Now she’s all discombobulated, asking DH what form she needs to send, she has no idea what he’s talking about, why should she file if her wages are so low, she did not even work in MA. I think part of this is fake stupidity on her part to get him to just do it for her. He told her she needs to talk to a tax accountant to do it correctly, he cannot do her taxes. She’s screaming she cannot afford it, even though she received $74,000, and he should just do it for her. I think she really needs an accountant pronto (like we do every year). The estate accountant is swamped with current clients.

[Anonymous]

Well, there's a reason she doesn't earn much - she has issues and isn't the most competent person.

So it shouldn't surprise you that she needs support for what you would find an easy administrative task!

Speaking of easy - it's probably not that easy. If you file wrong, you could end up in trouble. Since she doesn't have a ton of means and apparently wishes to preserve what she has and avoid hiring a tax accountant (who are all swamped right now)... if would be nice if your husband helped her a bit. After all, even if she's needy in other area - I'm sure she is - this particular financial situation is not likely to reoccur.

[Anonymous]

If her earnings are poverty level, how do you expect her to afford an accountant?

You sound awful. Why do you hate your SIL?

[Anonymous]

This is such a non-issue and if your brother can't help you with little things like this, I don't know who can.

I do my own taxes but they are extremely simple. I'm not surprised that she is intimidated by something like this and wants HER BROTHER to help her. STAY OUT OF IT.

[Anonymous]

And?

Basically, a sister wants her brother to help her do her taxes. Or you think she’s faking it so he will offer to do her taxes. So what?
He can just keep telling his sister no. I don’t see what so egregious about this.

[Anonymous]

There will be many future opportunities to be cruel and dismissive towards this person you detest, OP. But right is the moment when your husband helps her, BECAUSE IT BENEFITS HIM DIRECTLY IN THE FORM OF MONEY.

I mean, how dumb can you get in your pursuit of nastiness?

Cutting off your nose to spite your face.

[Anonymous]

Agree with the others that you sound kind of awful. Your H can decide what, if any, help he could extend to her and you need to stay out of it.

[Anonymous]

Weird.

Stay out of it and let him deal with it.

Agree she needs an accountant. It seems he needs to say, "I don't know how to do this either, just like you don't know how to do this. You need to hire an accountant."

Do you guys have anyone to recommend? The problem is, it is April 11.

If he DOES know how to help her, he should probably just help her.

[Anonymous]

OP here. He cannot answer her tax questions, he gets his own accountant because he wants it to be done correctly. He wants her to use some of her money to get her own accountant to do it correctly…this does benefit her. Having him do it opens up the possibility of mistakes, which would be very bad for her!

[Anonymous]

Anonymous wrote:OP here. He cannot answer her tax questions, he gets his own accountant because he wants it to be done correctly. He wants her to use some of her money to get her own accountant to do it correctly…this does benefit her. Having him do it opens up the possibility of mistakes, which would be very bad for her!

Dont pretend like you give a shit about her, your distain is very clear from your OP. You just dont like your husband spending time or energy with another woman, even if its his sister. Creep.

[Anonymous]

OP again. The point of saying poverty income is that some years she does not file taxes at all so it’s kind of foreign to her, hence why I think she should pay for an accountant. She lives in a mortgage-free $1.5 million house, kids tuitions paid by grandparents, she has tons of stock she doesn’t want to sell )hence her unfamiliarity with capital gains reporting). She’s not poor, just hates to spend her own money.

[Anonymous]

Anonymous wrote:OP here. He cannot answer her tax questions, he gets his own accountant because he wants it to be done correctly. He wants her to use some of her money to get her own accountant to do it correctly…this does benefit her. Having him do it opens up the possibility of mistakes, which would be very bad for her!

Is helping a family member so foreign to you that this seems preposterous?

I would do this for my sibling in a heartbeat. It's a couple of hundred bucks. You are not a nice person.

[Anonymous]

Anonymous wrote:She is divorced and earnings are usually below the poverty level. This year, SIL and DH sold an inherited property that is in another state, Massachusetts. So in addition to the regular tax filings, they need to complete a Massachusetts state tax return for the capital gains (about $74,000 each, the amount was determined by the estate accountant for them to report on their individual returns, the estate is closed).
DH informed SIL that MA will not send him or her their refund until they get both MA state income tax returns (as he was told on the phone). Now she’s all discombobulated, asking DH what form she needs to send, she has no idea what he’s talking about, why should she file if her wages are so low, she did not even work in MA. I think part of this is fake stupidity on her part to get him to just do it for her. He told her she needs to talk to a tax accountant to do it correctly, he cannot do her taxes. She’s screaming she cannot afford it, even though she received $74,000, and he should just do it for her. I think she really needs an accountant pronto (like we do every year). The estate accountant is swamped with current clients.

So, she doesn't file taxes in MA, generally doesn't file at all due to her low income, and probably knows very little about how to file taxes, nor can she afford an accountant. YOUR DH called her to tell her to file, so she had questions for him and is confused. She's acting completely reasonably.

Well then, he can either help her, or he won't get his tax return.

[Anonymous]

Anonymous wrote:OP again. The point of saying poverty income is that some years she does not file taxes at all so it’s kind of foreign to her, hence why I think she should pay for an accountant. She lives in a mortgage-free $1.5 million house, kids tuitions paid by grandparents, she has tons of stock she doesn’t want to sell )hence her unfamiliarity with capital gains reporting). She’s not poor, just hates to spend her own money.

Ah, the contradictory details showing up in the replies. Calling troll.

[Anonymous]

Anonymous wrote:

Anonymous wrote:OP again. The point of saying poverty income is that some years she does not file taxes at all so it’s kind of foreign to her, hence why I think she should pay for an accountant. She lives in a mortgage-free $1.5 million house, kids tuitions paid by grandparents, she has tons of stock she doesn’t want to sell )hence her unfamiliarity with capital gains reporting). She’s not poor, just hates to spend her own money.

Ah, the contradictory details showing up in the replies. Calling troll.

Yep right on cue. What a piece of work.