Tax Planning Archives - Page 11 of 11

Tax Memo – Rollovers from IRAs and Pension Plans – Timing is Everything

The IRS Has Eased Rules on the timing of IRA and Pension Rollovers The Internal Revenue Service today provided a self-certification procedure designed to help recipients of retirement plan distributions [...]

Tax Memo – Do You Have Qualifying Health Care Coverage?

The individual shared responsibility provision requires you and each member of your family to have basic health coverage – also known as minimum essential coverage – qualify for a health [...]

Tax Memo – Back to School Tax Tips

With the start of school just around the corner, parents should be aware of the following tax breaks and deductions available for qualifying expenses. Private School Tuition and School Uniforms [...]

Tax Memo – IRS Tax Refunds – Your Questions Answered

Here are the top 21 questions I get regarding IRS Refunds. Q1: How quickly will I get my refund? The IRS issues most refunds in less than 21 calendar [...]

Tax Memo – 10 Tips on Amending a Tax Return

Use the right form That would be the Form 1040X, Amended U.S. Individual Income Tax Return. It must be paper-filed, and the box at the top showing which year is [...]