19 Apr I retired early. Can I still take the pension exclusion?
You must meet age and income requirements to qualify for this tax break. ...
19 Apr My marriage wasn’t legal. What happens to my house?
You can take steps to protect your interest in the house. ...
18 Apr I have little income. Do I have to file a tax return?
Even if you don't have to file, there are reasons you may want to. ...
18 Apr How will these retirement withdrawals be taxed?
If your payment includes after-tax contributions, it is not taxed....
15 Apr Will my IRA make me ineligible for the Senior Freeze?
If you have too much income, you won't be eligible for the savings....
15 Apr I get disability. Will I get my husband’s Social Security one day?
Benefits calculations are very specific to your individual circumstances. ...
14 Apr How do I calculate tax on my retirement withdrawals?
It's important to record both pre-tax and after-tax contributions. ...
14 Apr Will my disability benefits change if I move to another state?
If you change states, it's the taxes you should watch out for. ...
13 Apr What taxes are owed when this inherited stock is sold?
Taxes owed will be based on your stepped-up basis....
13 Apr The IRS rejected my Social Security number. What now?
You need to make sure government agencies have your correct information....