31 Aug Do I have to pay back CARES Act withdrawal to the same account?
You have three years to make decisions about these early withdrawals. ...
Taxes
27 Aug Can I skip my annuity payment in 2020 because of the CARES Act?
The CARES Act has made changes for some retirement account distributions. ...
25 Aug Do I owe penalties on an IRA withdrawal because of coronavirus?
The CARES Act may help if you need to take from retirement accounts....
21 Aug What happens to Medicare premiums after I get a gift?
Depending on the situation, you could see premiums go up. ...
20 Aug Can we get the pension exclusion if we file taxes separately?
You need to look at your total tax picture before you decide to file separately. ...
19 Aug How do I calculate the cost basis for an inherited IRA?
New Jersey doesn't make it easy to see what you owe in taxes. ...
13 Aug Is it smarter for taxes to buy my mom’s home or inherit it?
There are several taxes to consider when looking to transfer a home. ...
13 Aug Can I claim a loss on my tax return if I sell this investment?
If you rebuy an investment that you sold, you could face tax consequences. ...