New York/Connecticut Association of Tax Professionals | Elana Muzzey | Activity https://www.nyctatp.org/members/elanamuzzey/activity/ Activity feed for Elana Muzzey. Sat, 02 May 2026 03:04:05 -0400 https://buddypress.org/?v= en-US 30 hourly 2 b74eda921278ecec00f3ca0c3b40875e Elana Muzzey replied to the topic Daily Money Manager in the forum Tax Discussion https://www.nyctatp.org/forums/topic/daily-money-manager/#post-16458 Thu, 09 Dec 2021 19:56:49 -0500 Thanks so much! I left a message for Karen.

]]> f582b87b40dd32c02c282d7b54c2cbb5 Elana Muzzey replied to the topic Daily Money Manager in the forum Tax Discussion https://www.nyctatp.org/forums/topic/daily-money-manager/#post-16457 Thu, 09 Dec 2021 19:56:07 -0500 Thanks so much, Rita! I am trying to find a “professional daily money manager” because they are usually bonded (just in case!)

]]> e7cf3f0049b560faf67ed7b77cf38bb2 Elana Muzzey started the topic Daily Money Manager in the forum Tax Discussion https://www.nyctatp.org/forums/topic/daily-money-manager/ Wed, 08 Dec 2021 17:56:06 -0500 Hello!
Has anyone referred a client to a daily money manager that they were happy with? I have a elderly client in the Greenwich, CT area who is completely overwhelmed trying to keep track of all of her financial transactions/paperwork/bills. Unfortunately, she does not have anyone to help her.
There is a professional organization of daily money…Read more

]]> 0b41a63203d1a5c3b742ad3147d3d4ce Elana Muzzey replied to the topic Deducting RE tax when house inside revocable living trust? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/deducting-re-tax-when-house-inside-revocable-living-trust/#post-15389 Fri, 19 Feb 2021 13:26:09 -0500 Thanks, Diane! I hope you and your family are well!

]]> 157b77df5e34615313bb9849137e9fdf Elana Muzzey started the topic Deducting RE tax when house inside revocable living trust? in the forum Tax Discussion https://www.nyctatp.org/forums/topic/deducting-re-tax-when-house-inside-revocable-living-trust/ Mon, 15 Feb 2021 20:51:08 -0500 Hello,

A client put his primary residence inside a revocable living trust where he is grantor (and still living). Can I deduct the real estate taxes he paid? I know if the trust was irrevocable I could not.

Thanks!
Elana

]]> 090ec1a611cf8d26e638a5c435aee13b Elana Muzzey replied to the topic IRS installment plan modification in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-installment-plan-modification/#post-14259 Mon, 29 Jun 2020 16:12:39 -0400 Thanks so much!!!

]]> 9d4a523b9dea46de6743ea7deada15be Elana Muzzey started the topic IRS installment plan modification in the forum Tax Discussion https://www.nyctatp.org/forums/topic/irs-installment-plan-modification/ Thu, 25 Jun 2020 18:35:22 -0400 Hello,
I have a new client who is on installment for previous tax years Federal balance due. Every year, he calls the IRS to modify his payment plan to include the current tax year’s balance due. I prepared his 2019 return which had a balance due (before Covid so I didn’t file an EXT). By the time he called the IRS to modify, the phone lines…Read more

]]> c024364c46994d0aaf3045233bb970ed Elana Muzzey started the topic Surviving spouse of Teacher's Retirement pension recipient and S.S. offset in the forum Tax Discussion https://www.nyctatp.org/forums/topic/surviving-spouse-of-teachers-retirement-pension-recipient-and-s-s-offset/ Tue, 14 Jan 2020 19:48:46 -0500 Hello! I have a client who receives social security based on her own earnings record. Her husband just passed away and she will be receiving 66% of his CT Teacher’s retirement pension. Do you know if her social security will be offset by the windfall elimination provision?

Thanks!
Elana

]]> 3aefc6e8b09bb00ec495f2941856de65 Elana Muzzey started the topic Married Filing Separately Standard deduction vs. itemized in the forum Tax Discussion https://www.nyctatp.org/forums/topic/married-filing-separately-standard-deduction-vs-itemized/ Sun, 24 Mar 2019 21:37:19 -0400 I am preparing a married filing separately return for a husband who lived apart from his wife all year (they are separated). I prepared their joint returns in the past but the wife wanted to file separately this year using a different preparer because she is not getting along with the husband.

Question: She itemized her deductions (her…Read more

]]> 662e96f246b1057ef2bda9820349fd41 Elana Muzzey started the topic Executor's right to past yrs tax returns in the forum Tax Discussion https://www.nyctatp.org/forums/topic/executors-right-to-past-yrs-tax-returns/ Sun, 04 Nov 2018 14:01:24 -0500 I was just notified by client’s son that client passed away. The son is going to be executor and the estate attorney is requesting copies of the last 2 years of joint tax returns. Son and client’s wife are fighting and she refuses to give him copies. Once son is appointed executor, do I need to release the returns despite the wife’s objection? (…Read more

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