Articles from October 2024

My OIC was Rejected. Now What? 

If your Offer in Compromise (OIC) is rejected by the IRS, it can feel discouraging, but you still have options. Understanding why the offer was rejected and how to proceed can empower you to pursue alternative solutions for addressing your tax debt. Here’s a detailed guide on what to do if your OIC is denied, […]

Can I Claim My Parent as a Dependent? 

Caring for an elderly parent can be a financial toll, especially when you also have children to care for. Claiming a parent as a dependent can provide significant financial benefits, but there are specific IRS rules and requirements that must be met to qualify. If you’re supporting an elderly parent, understanding these rules can help […]

Can I Modify My IRS Payment Plan? 

When faced with tax debt, an IRS payment plan, also known as an installment agreement, offers a lifeline. It allows taxpayers to pay off their debt in smaller, more manageable amounts over time. But what if your financial circumstances change? Can you modify an IRS payment plan, and if so, how? The answer is yes. […]

My Tax Debt Hit $50,000. Now What? 

When your tax debt reaches or exceeds $50,000, the situation becomes more serious with heightened IRS collection efforts and potential penalties. In this article, we’ll explore what happens when your tax debt crosses this threshold, provide real-life examples, and discuss available tax relief options to help manage your situation.  IRS Actions When Your Tax Debt […]

What is IRS Form 1040-X?

Today, Optima Tax Relief Lead Tax Attorney, Phil, discusses IRS Form 1040-X, Amended U.S. Individual Income Tax Return.  Many taxpayers wonder what they should do if they made an error on their tax returns. Maybe you filed under the wrong status or received another 1099 after you filed your taxes. Perhaps you forgot to claim […]