SIL acting helpless to get DH to do her income taxes

[Anonymous]

This would take her 10 minutes on turbo tax. An extra state is less than $50

[Anonymous]

A decent person would help her.

[Anonymous]

The more competent sibling often does all of the work after a parent dies. Completely normal.

[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.

Your original post mentioned she only earns poverty-level wages. Now, the story is changing and she suddenly lives in a $1.5M house.

I'm not sure what's true or what to tell you.

[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.

Your original post mentioned she only earns poverty-level wages. Now, the story is changing and she suddenly lives in a $1.5M house.

I'm not sure what's true or what to tell you.

op responding. She inherited the house. She does not need to work. She has money, she does not want to spend it on an accountant and thinks DH can just do the forms (he can’t, our accountant does them). Or as some have suggested, he should find her an accountant and take care of all of this for her, during his workday.

[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.

If she has significant investments she is getting dividend income from those that likely require her to do taxes every year.

If neither sibling normally files in MA, wouldn't their MA returns on the sale of the house be essentially the same? Can she use the same forms and info your DH used?

[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!

You're thinking about this wrong. They should just get a joint accountant, his. There's no need to pay another. If she's habitually under the threshold for paying taxes, it's likely her taxes will be very easy to do. Also, if you think your accountant is swamped, it's likely she won't be able to find one before tax day. It's easier to tack on extra to an existing account than open a new one.

Your husband can refuse many requests of his sister. But this is a really stupid one to refuse - if she messes up, he won't get his refund. I don't know why you can't see this.

[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.

If she has significant investments she is getting dividend income from those that likely require her to do taxes every year.

If neither sibling normally files in MA, wouldn't their MA returns on the sale of the house be essentially the same? Can she use the same forms and info your DH used?

OP. No idea if the specific stocks generate dividends. Good point. See, I think she is more capable or has run into similar situations but the out of state sale through her for a loop. As far as sharing our returns, no. Our accountant did it electronically and there are a lot of moving parts. She doesn’t need to view all the capital gains we’re reporting. That’s personal.

Update: SIL is calling local accountants today. Fingers crossed.

[Anonymous]

Anonymous wrote:This would take her 10 minutes on turbo tax. An extra state is less than $50

This is what my husband uses. But the sister is incompetent. Incompetent people either live disaster lives, or get people to help them. The reason for doing the latter is that the husband gets his refund if his sister files on time.

I mean, it's a no-brainer, but OP despises the sister so much she doesn't get it.

[Anonymous]

Meet in the middle and go to H&R Block.

[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.

LOL. Now we know why OP hates SIL so much.
Never mind the taxes.

[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.

LOL. Now we know why OP hates SIL so much.
Never mind the taxes.

OP here. I do not hate her! I was illustrating she is not a destitute waif. And neither are we!

[Anonymous]

Anonymous wrote:

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.

LOL. Now we know why OP hates SIL so much.
Never mind the taxes.

OP here. I do not hate her! I was illustrating she is not a destitute waif. And neither are we!

You sure act like it on DCUM!

[Anonymous]

File for extension now and then deal with it