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kveggie1 t1_iycenft wrote

What is your question? It sounds like it has something to do with $3000 and your dad. (if you can make it more concise after thinking about what your question is. provide only the necessary information)

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AlwaysNextGeneration OP t1_iycewos wrote

My question is do I have to pay that 3000 dollar? Isn't the W2 already counted the tax before getting the W2 check? The W2 salary was from my mother.

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robustCone t1_iycfv33 wrote

Sounds like he already stole $50,000 from you. Now he wants more to pay HIS taxes. Do not give him any more money! See a lawyer first. You owe him nothing.

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AlwaysNextGeneration OP t1_iychqj9 wrote

HIS taxes? I got the W2 salary from my mother's boss after she passed away. My father told me I need to pay 3000 dollars for that W2. I am just thinking it doesn't make sense because W2 should already counted the tax.

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robustCone t1_iycj46s wrote

Here is my take.

  1. He stole $50K from you. He needed you to create an account to create a record of the money going to you and/or because the checks were made out to you, not him.

  2. He owes you $50K.

  3. Even if that $3K is rightfully his, he still owes you $47K. If that $3K is his (doubtful), consider it a partial repayment of the $50K he stole.

  4. Don’t worry about any tax. The tax liability is his as the spouse.

  5. Again, anything he says he is owed, if true, is only a partial repayment of what he owes you. Maybe he is owed some money, but make him take action to get it. He won’t because he committed a felony by stealing that money from you.

  6. In future, deposit checks into one account and move the money to another one he doesn’t know about.

  7. Tell your bank/police that he stole money from your account. Get the image of the deposit check. It will have your name on it as payee. That is all that should matter to police/bank, not whether it is from will vs. insurance. Get the image of the check he used to steal the money and tell the police/bank about the forged signature.

Make sense?

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robustCone t1_iycjip6 wrote

Here is my take.

  1. He stole $50K from you. He needed you to create an account to create a record of the money going to you and/or because the checks were made out to you, not him.

  2. He owes you $50K.

  3. Even if that $3K is rightfully his, he still owes you $47K. If that $3K is his (doubtful), consider it a partial repayment of the $50K he stole.

  4. Don’t worry about any tax. The tax liability is his as the spouse.

  5. Again, anything he says he is owed, if true, is only a partial repayment of what he owes you. Maybe he is owed some money, but make him take action to get it. He won’t because he committed a felony by stealing that money from you.

  6. In future, deposit checks into one account and move the money to another one he doesn’t know about.

  7. Tell your bank/police that he stole money from your account. Get the image of the deposit check. It will have your name on it as payee. That is all that should matter to police/bank, not whether it is from will vs. insurance. Get the image of the check he used to steal the money and tell the police/bank about the forged signature.

Make sense?

Edit: Get a lawyer. You may need to sue to get that 50k back. Since it appears to be a felony, a lawyer might like the chances of recouping the funds and do it for a percentage of money recovered. This is especially the case of he has assets,like a home, or reliable income.

Edit 2: Don’t pay him to get the stolen money back. He clearly has no intention of doing anything other than stealing more money from you.

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debbiewith2 t1_iycn3o0 wrote

Your mother may have owed taxes on her final tax return. The estate may have owed taxes. We don’t know what the 1040 or 1041 looked like. Do you?

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AlwaysNextGeneration OP t1_iyctwod wrote

The tax was told from the W2. Not 1040 or 1041. I was told it was from the salary.

I didn't own the estate. It was automatly switched to my father's name.

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debbiewith2 t1_iycuyj9 wrote

The 1040 is where salary and other income is reported. You don’t know if the correct amount was withheld from her paycheck.

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