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What would you do about your taxes?

Forum Opinion Poll
Stick with MIL - less tension 9 27.27%
Go to new Accountant - better service 20 60.61%
Other (please explain) 4 12.12%
 

Tricky MIL issue - need advice.

Posted By Message

leighla
Support Cancer Research

Member since 5/05

16353 total posts

Name:
Lauren

Tricky MIL issue - need advice.

Message edited 8/12/2005 12:34:37 PM.

Posted 7/20/05 4:48 PM
 

QuoteTheRaven424
22 Months?!!!!

Member since 5/05

13659 total posts

Name:
And If That Isn't A True Blue Miracle

Re: Tricky MIL issue - need advice.

before just out and out pulling out, i would have DH talk to his mother about the issue and voice your concerns. At least, give her the chance to realize the error and work together to fix the problem.

Posted 7/20/05 4:54 PM
 

dooodles
When you wish upon a star

Member since 5/05

11997 total posts

Name:
Because 2 people fell in love

Re: Tricky MIL issue - need advice.

I'm a little funny about our families knowing our finances.
Maybe the both of you should sit down with her and air your concerns first before going with someone else

Posted 7/20/05 5:17 PM
 

suvenR
designer mutt

Member since 5/05

4239 total posts

Name:

Re: Tricky MIL issue - need advice.

gosh, that stinks.

But, I'm more business minded, then "relationship" minded. I'd have them done elsewhere. End of story.

Mentally, I'd remind myself that it's a business decision, and nothing personal.

If she asked, I'd say, "oh, I know you're busy and I just felt so bad that I've never paid you for your services. I didn't want to take advantage of you anymore"

Chat Icon Chat Icon Chat Icon

Posted 7/20/05 8:35 PM
 

saraH
happy birthday sweet kate!

Member since 5/05

16555 total posts

Name:
I know that God exsists, I held her in my arms...

Re: Tricky MIL issue - need advice.

honestly, its your money and completely up to you. i would go to an accountant and stick with that. i understand about the tension, but if you explain that you are just more comfortable with someone else and let her know that you appreciate everything she's done...maybe she'll understand. my mom does mine and fh taxes and there has not been a problem in teh 5 years she's done them. but i know if fh ever thought something was wrong, he'd tell me and we'd take it form there.

Posted 7/20/05 9:26 PM
 

rose825
Best Friends

Member since 6/05

10228 total posts

Name:

Re: Tricky MIL issue - need advice.

I clicked other- shoot her!
Chat Icon Chat Icon
Just kidding truth is, you will upset her but it is your money. Boy that was helpful right? I think I would have DH talk to her about it, also saying we feel a little funny about her knowing all your finances (now that you are married and will be itemizing) and also that you appreciate all she has done but feel like you are taking advantage and cant do that anymore (that was someone elses suggestion-but I like it)

Good luck!

Posted 7/21/05 8:07 AM
 

leighla
Support Cancer Research

Member since 5/05

16353 total posts

Name:
Lauren

Re: Tricky MIL issue - need advice.

Thanks for the input.

Message edited 8/12/2005 12:34:49 PM.

Posted 7/21/05 12:02 PM
 

MrsJ
I love my Katie Bug

Member since 5/05

11357 total posts

Name:
Kathy

Re: Tricky MIL issue - need advice.

I would have someone else do them. Maybe just tell her that your company has an accountant who will do them for you(If you dont mind a white lie)... I dont blame you though, I would be mad too! That's not right!

We pay to have ours done, we've used our accountant for years. We pay $250 and he does both of ours.

Posted 7/21/05 3:01 PM
 

karacg
Babygirl is 4!

Member since 5/05

17076 total posts

Name:
Kara®

Re: Tricky MIL issue - need advice.

Posted by kelleherkm

I would have someone else do them. Maybe just tell her that your company has an accountant who will do them for you(If you dont mind a white lie)... I dont blame you though, I would be mad too! That's not right!

We pay to have ours done, we've used our accountant for years. We pay $250 and he does both of ours.



EXACTLY what I would do -- tell her that the company has someone doing them for you. And tell DH to STICK with you on this. Besides, she is so far away it will be more convenient for you anyway - I would mention that too.

Posted 7/21/05 3:59 PM
 

QuoteTheRaven424
22 Months?!!!!

Member since 5/05

13659 total posts

Name:
And If That Isn't A True Blue Miracle

Re: Tricky MIL issue - need advice.

Posted by leighla

Thanks for the input.

To further dramatize the story, DH has decided that no matter what I do he is sticking with her. Which means we would have to file separately if I went elsewhere.

I had planned, if I decided to go elsewhere, to sit down with her next year and explain that I was afraid of this kind of issue damaging the otherwise healthy relationship we have so to prevent that I was going to file with someone else. I hoped that would soften the blow.
Chat Icon

Geez. At least I have 9 months to stress about it!! Chat Icon



if you are married, how are you filing separately??

Posted 7/21/05 4:08 PM
 

Christine
2nd verse same as the 1st

Member since 5/05

15287 total posts

Name:

Re: Tricky MIL issue - need advice.

Posted by CaptainCharisma424

Posted by leighla

Thanks for the input.

To further dramatize the story, DH has decided that no matter what I do he is sticking with her. Which means we would have to file separately if I went elsewhere.

I had planned, if I decided to go elsewhere, to sit down with her next year and explain that I was afraid of this kind of issue damaging the otherwise healthy relationship we have so to prevent that I was going to file with someone else. I hoped that would soften the blow.
Chat Icon

Geez. At least I have 9 months to stress about it!! Chat Icon



if you are married, how are you filing separately??



Don, that's an option married couples have.

leighla, I would sit down with DH & MIL and explain your concerns. It's one thing if she was bogged down 4/14 but there's no excuse to keep putting it off. I actually find it more disturbing that your DH wouldn't even consider changing to a tax preparer you feel more comfortable with.

I agree with who ever said that I would be uncomfortable with my family knowing my business.

Good luck!

Posted 7/21/05 4:50 PM
 

DjPiLL

Member since 5/05

3664 total posts

Name:
Richard

Re: Tricky MIL issue - need advice.

Posted by CaptainCharisma424

Posted by leighla

Thanks for the input.

To further dramatize the story, DH has decided that no matter what I do he is sticking with her. Which means we would have to file separately if I went elsewhere.

I had planned, if I decided to go elsewhere, to sit down with her next year and explain that I was afraid of this kind of issue damaging the otherwise healthy relationship we have so to prevent that I was going to file with someone else. I hoped that would soften the blow.
Chat Icon

Geez. At least I have 9 months to stress about it!! Chat Icon



if you are married, how are you filing separately??





Because in some cases you will get back more of a refund if you do one or the other.

NEVER just file jointly... until you actually see what filing separately will give you.


As far as the MIL goes... just do your taxes on your own and just say to her you are doing them on your own cause you want to "learn how its done. Problem solved.

It really isn't that difficult. If you cashed out some stocks and owed three grand... you must have netted huge profits from the gains. You should have accounted for that by either paying the taxes right there on the sale... or just tell your job to take out more taxes out of your paycheck to make up for it.

Posted 7/21/05 7:26 PM
 

dm24angel
Happiness

Member since 5/05

34581 total posts

Name:
Donna

Re: Tricky MIL issue - need advice.

I would lie to her if it were Me and say something next year like my office just started offering free tax consulations/preparation etc...And you thought it would be easier, they had all your own W2's etc.

She may know your lying, but oh well, she will have gotten the point.

Iw ould press the amendment issues as well.

Good LuckLau!!

Posted 7/21/05 9:12 PM
 

leighla
Support Cancer Research

Member since 5/05

16353 total posts

Name:
Lauren

Re: Tricky MIL issue - need advice.

Message edited 8/12/2005 12:35:14 PM.

Posted 7/22/05 11:53 AM
 

leighla
Support Cancer Research

Member since 5/05

16353 total posts

Name:
Lauren

Re: Tricky MIL issue - need advice.

Message edited 8/12/2005 12:35:27 PM.

Posted 7/22/05 11:58 AM
 

leighla
Support Cancer Research

Member since 5/05

16353 total posts

Name:
Lauren

Re: Tricky MIL issue - need advice.

Message edited 8/12/2005 12:35:39 PM.

Posted 7/22/05 11:59 AM
 

DjPiLL

Member since 5/05

3664 total posts

Name:
Richard

Re: Tricky MIL issue - need advice.

Just do the taxes on your own. Its not that hard.

Ive been doing mine for eight years now. And I have sold stocks... bought and sold property... its a piece of cake!

Posted 7/22/05 12:22 PM
 

DjPiLL

Member since 5/05

3664 total posts

Name:
Richard

Re: Tricky MIL issue - need advice.

Posted by leighla

They took 46% out at time of sale.






Then if you make a good salary... the investment income of this sale probably bumped you into a much higher tax bracket... and perhaps your job did not take out enough taxes.

Posted 7/22/05 12:23 PM
 

leighla
Support Cancer Research

Member since 5/05

16353 total posts

Name:
Lauren

Re: Tricky MIL issue - need advice.


Message edited 8/12/2005 12:35:56 PM.

Posted 7/22/05 12:33 PM
 

mrsmck
Be a big girl!

Member since 5/05

4898 total posts

Name:
Donna

Re: Tricky MIL issue - need advice.

Did she "get around" to doing DHs taxes on time??

Maybe talk to Dh and stress that the 2 of you need to be a team on this. Was he upset that you had to pay $3k?

Maybe you'll just have to file "married file separately" and tell her the truth. You're more comfortable going to someone who's more conscientious.

Posted 7/22/05 4:08 PM
 

DjPiLL

Member since 5/05

3664 total posts

Name:
Richard

Re: Tricky MIL issue - need advice.

Not for nothing... but I could have probably done a better job on your taxes than your MIL did. Chat Icon

And I am no CPA either. Chat Icon

Posted 7/22/05 5:02 PM
 

NoochieP
LIF Zygote

Member since 7/05

30 total posts

Name:

Re: Tricky MIL issue - need advice.

I think you should really hash this out with DH, and then come jointly to a decision about and present it to mom. Maybe DH doesn't realize how important this is to you? My Stepdad has done my taxes for years, but he was nice, and said - hey you're married now, and I don't want to know. Chat Icon Which was very good of him. Maybe if you explain to DH that having mom know all your finances is not such a great idea? Either way, I would try to keep your finances to yourself. I always think the less parents know about your finances as a couple, the better, especially when they WANT to know, if you get what I mean. Good luck

Posted 7/22/05 5:34 PM
 

DML
LIF Adolescent

Member since 5/05

567 total posts

Name:

Re: Tricky MIL issue - need advice.

I wouldn't want my MIL to know my financial situation, and medle in it. I would go to a different account, or do my taxes myself on that basis. Turbo Tax is very easy to use!

Posted 7/25/05 12:57 PM
 

dpli
Daylight savings :)

Member since 5/05

13973 total posts

Name:
D

Re: Tricky MIL issue - need advice.

I think you really need to talk to DH about this one and come up with a plan that you can agree to. I think if you are going to have someone other than the 2 of you do taxes, it should be the same person for both of you. We have a friend of DH do our taxes, but we pay him and there is an underlying understanding that if for any reason we are unhappy with his service, we can take our business elsewhere, with no hard feelings. I definitely would have a problem with my taxes not being completed by this time of the year.

The reason I think you should use the same person is that our tax person crunched the #s for filing both jointly and seperately and did the one that would cost us less. He gave us a few tips that would help us as a couple that would help us be better prepared for next year, since this was the first year we filed together. I think if you continue to do it seperately, and are using 2 different people, you might end up paying more eventually than you need to. More importantly, however, is that if you are doing this seperately simply because you can't compromise, it could hurt your relationship.

Message edited 7/25/2005 4:11:57 PM.

Posted 7/25/05 4:10 PM
 
 

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