Michelle Pimentel-Montez

Certified Public Accountant

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BONUS DEPRECIATION – Bonus depreciation is 100% of new assets acquired and placed into service before January 1, 2012.  New assets acquired and placed into service during 2012 are able to take 50% bonus depreciation.  The additional first-year depreciation for vehicles of $8,000 on which bonus depreciation is claimed remains unchanged and continues to apply to vehicles placed in service in 2011 and 2012

CREDIT FOR RETAINED WORKERS – For 2011, the New Hire Retention Credit allows employers a credit equal to the lesser of $1,000 or 6.2% of the worker’s wages during the 52-consecutive-week period.  Qualifying wages are wages paid after February 3, 2010.  Qualified worker is an employee that worked for at least 52 weeks, and the worker’s wage during the last 26 weeks equal at least 80% of the worker’s wage during the first 26 weeks.  No carryback is allowed, but unused credit can be carried forward for 20 years


DOMESTIC PRODUCTION ACTIVITIES DEDUCTION – For 2011, the deduction is 9% of the lesser of the taxable income (or AGI for individuals) or the Qualified Production Activities Income. The amount of the deduction cannot be more than 50% of the amount of wages reported on W-2s which are allocable to the domestic production income

FORM 1099 RETURNS – The penalties for failure to file an information return on or before the required filing date, failure to include all of the information required to be shown on a 1099, or filing of incorrect information on a 1099 has increased to $100 per return.   The maximum penalty that may be imposed on a taxpayer is limited to $1,500,000, but a company that fails to file with the Internal Revenue Service and to provide 1099s to their recipients could have penalties totaling up to $3 million

FORM 1099-K – Businesses that process credit card and electronic payments will be receiving Form 1099-K if they had more than 200 transactions and $20,000 gross income paid to them.  In a last minute change, the Internal Revenue Service decided not to require taxpayer reporting for 2011. Starting in 2013, if the tax identification number (TIN) has not been provided to third party, a 28% federal withholding will be imposed

HEALTH INSURANCE FOR SELF-EMPLOYMENT DEDUCTION EXPIRED – The ability to deduct premiums for self-employed health insurance in computing the net earnings from self-employment has expired and is not available in 2011

HOME OFFICE AND COMMUTING
– An independent contractor in the construction business was disallowed from deducting transportation expenses for travel between his residence and his worksites because commuting expenses are nondeductible personal expenses.  A taxpayer could deduct expenses from traveling from his home office to a worksite if the home office qualifies as the principal place of business

SECTION 179 – For 2011 the maximum §179 (immediate expensing of capital assets) deduction available is $500,000 for assets purchased, with a threshold of total assets placed in service of $2 million. Full phaseout occurs at $2.5 million.  The definition of “qualified property” has been expanded to include qualified real property which includes qualified leasehold improvement property, qualified restaurant property, and qualified retail improvement property.  The qualified real property category is limited to a maximum of $250,000

SMALL EMPLOYER’S HEALTH INSURANCE CREDIT – For 2011, the Health Care Act that provides a credit for health insurance premiums for employers with less than 26 full-time employees with each employee’s average annual wage less than $50,000 per year. The credit is nonrefundable and may be as high as 50% of premiums paid, but is reduced if more than 10 full-time employees and the average annual wages exceed $25,000 per employee.  If claiming the credit, the deduction of health insurance premiums paid must be reduced by the credit allowed.  Employees treated as owners including sole proprietors, partners, 2% shareholders in S corporations, and 5% owner of any other business do not qualify for this credit.  Any unused credit may be carried back one year and carried forward 20 years

START-UP EXPENSES – Immediate expensing of start-up costs is reduced to $5,000.  The first year deduction is also limited if the total start-up costs exceed $50,000