08 Jan Jan. 8, 2024

Taxpayers are starting to get their paperwork together for the 2023 filing deadline. But one reader is still waiting for a refund from last year’s return. We considered their choices.

One reader is retiring early at age 56. How will their income be taxed?

And seniors in New Jersey may qualify for the pension exclusion, which can shield retirement income from taxation. But how is bank interest treated?

See all that and more in this week’s eNewsletter.