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tax return

The Tax-Filing Deadline is Almost Here – Is Your IRA Ready?

The countdown to the 2017 tax filing deadline is on. The deadline is April 17, 2018, which is really only hours away. Time is running out. Is your IRA ready?

How Safe Are Your Tax Secrets?

Tax return information is confidential. As the April 17th tax filing date approaches, pay attention to keeping your tax return information out of the hands of those who could cause you harm.

10 Things You Must Know About a Recharacterization

October will be here before you know it. I know this because I have already seen Halloween candy in the grocery store. October 15 is the deadline for doing a Roth recharacterization. Here is what you need to know.

Be Careful How You Mail Tax Return and IRA Contributions

Have you ever been to the post office on April 15th? If not, I wouldn't recommend it. It's a zoo. Chances are that if you ever make such a trip, the lines will be long and the wait even longer. Why? Because all the last-minute procrastinators are there to send out their tax returns. Click to find out how to avoid this rush.

Roth IRA Contributions: Don't Report on Tax Return, But Do Keep Track

If you made a Roth contribution for 2013 and are now preparing your tax return, you may be wondering where to report it. Chances are, however, that if you’ve been looking, you’ve been looking for a while. It’s very difficult to find where these contributions are reported. Actually, truth be told, it’s impossible.

3 Tips For Tax Time Preparation

The holidays are over. New Years has come and gone. Now, of course, it's time to get ready for - cue the Andy Williams' music - "the most wonderful time of the year." Tax time! Here we give 3 tips to help you prepare.

IRS Releases Updated Form for Claiming the Saver's Tax Credit

The IRS released the 2013 version of IRS Form 8880, Credit for Qualified Retirement Savings Contributions. The form is used to claim a federal income tax credit, known as the “saver’s credit,” if you make IRA contributions or certain salary deferral contributions to your company’s retirement plan, such as a 401(k) plan. Click to find out the criteria needed for receiving this credit.

Your Last-Minute Tax Questions Answered

We are now less than 2 weeks away from the big April 15th tax filing deadline. Regrettably, but not surprisingly, many people are just now getting around to gathering up their tax information or filing their returns. With crunch time upon us, the questions have been pouring in, so with that in mind, here are the answers to 5 of the most common questions we have been hearing over the past few weeks.

Are You Owed a Federal Income Tax Refund?

IRS has announced that an estimated 984,400 taxpayers who did not file a 2009 income tax return are owed over $917 million in refunds. In order to collect your refund, you must file your 2009 federal income tax return by April 15, 2013. The average refund owed is over $500. Find out more about how to claim this refund below.

Your IRS Form 1099-R Has Arrived (or Should Have by January 31, 2013)!

If you took a withdrawal from any IRA or employer plan last year, you will get a copy of IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. very soon. The IRA custodian or employer plan was required to send you a copy of Form 1099-R by January 31, 2013 for any 2012 retirement plan distributions you took.

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