tax return

Roth IRA Contributions and Your Tax Return

Wednesday, February 24, 2021
Have you contributed to a Roth IRA for 2020? If you have not, you still have some time. The deadline for making a prior year contribution is the tax-filing deadline, not including any extensions you might have. For 2020, that deadline is April 15, 2021.
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How Safe Are Your Tax Secrets?

Wednesday, March 28, 2018
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.
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10 Things You Must Know About a Recharacterization

Tuesday, September 01, 2015
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.
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Be Careful How You Mail Tax Return and IRA Contributions

Wednesday, March 26, 2014
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.
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Roth IRA Contributions: Don’t Report on Tax Return, But Do Keep Track

Wednesday, February 19, 2014
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.
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3 Tips For Tax Time Preparation

Wednesday, January 08, 2014
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.
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IRS Releases Updated Form for Claiming the Saver’s Tax Credit

Monday, October 21, 2013
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.
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