He knows I'm freaked about how much money I'm going to owe the IRS because
of that annuity. He said, "It's not anything like what you've done but
we're going to need receptionists to answer phones and set up appointments
on the computer during tax season." He asked the manager to talk with me.
She had me fill out an application on the spot. We talked for quite a
while, and not just about the job. She's an older woman, very laid back and
quite pleasant. She said I'm very personable and she knows I wouldn't have
any trouble learning to use the appointment software. (The tax guy had
shown it to me; it's basically just a big calendar. Outlook's task manager
is more complicated and that's not complicated at all!) She said she'd
really like to hire me. (I guess she needs approval from corporate before
she hires anyone.) She said I'd need to come in for a couple of training
sessions in December and the job starts in January.
Anyway, it would be seasonal of course, but that's fine with me. Just
having a little extra income would help ease my mind about my own upcoming
tax burden. The receptionist they have right now is on loan from another
location. This office is only open 3 days a week right now.
Job purrs would be appreciated!
Jill
--
Joy
Don't believe everything you think
"jmcquown" <j_mc...@comcast.net> wrote in message
news:7lc1tjF...@mid.individual.net...
That was a serendipitous break there. I hope that you'll get the job
- that sounds perfect. I don't know if it's too late now, but have
you considered getting an attorney on the tax issue? I studied a
little bit of U.S. probate law as an undergrad, and it's complex and
varies widely by region, so a consultation with a local probate lawyer
may be a good investment.
Legally, while it couldn't hurt to ask, if as Jill said, her mother
signed the annuity over to Jill as the beneficiary. The annuity
company was paying out one lump sum payment to Jill, and the rules
for that if you don't request otherwise are 10% withholding. Jill
felt that the annuity was intended to be divided among the three of
them, so gave 2/3 of the proceeds to her brothers before she
considered that since it was all being paid out to her, it would all
be taxed to her.
Jill did mention that her mother only got interest on the annuity
while she was alive, none of the principal.
I'm hoping that if what Jill got is both principal and interest, not
everything she got and shared with her brothers is taxable.
Either because repayments of principal are not normally taxable
income, or because she has a basis in the annuity of the market
value of the annuity when her mother died and that will not be
subject to income tax.
I used to do this stuff for a living. I was a CPA who specialized
in Estates and Trusts as well as individual and corporate income
taxes. But it been a while and things change.
Jo
Job purrs on the way.
--
Adrian (Owned by Snoopy, Bagheera & Shadow)
Cats leave pawprints on your heart
http://community.webshots.com/user/clowderuk
That sounds liek a great seasonal job. I did that one year and enjoyed
it.
Many purrs for a great job!
--Fil
> Job purrs would be appreciated!
>
> Jill
Job purrs on the way from my five with gentle headbutts thrown in as
well.
Julie, Lacey, Sam, Barnabus, Meeks and Rosco
(respectful snip)
>
> Anyway, it would be seasonal of course, but that's fine with me. Just
> having a little extra income would help ease my mind about my own upcoming
> tax burden. The receptionist they have right now is on loan from another
> location. This office is only open 3 days a week right now.
>
> Job purrs would be appreciated!
I'm glad to hear the lady saw your potential! Figure it's something to
put on a resume, if nothing else. Job purrs on the way!
Blessed be,
Baha
>
> Job purrs would be appreciated!
>
Coming to this late but sending lots of job purrs
Lesley
Slave of the Fabulous Furballs