24 Jun We sold our home. Do we owe the exit tax?
The exit tax is a pre-paid, estimated tax based on your home sale. ...
21 Jun What do I have to report about my 401(k) to the IRS?
Your will want to keep track of your retirement accounts....
20 Jun Should I use a CPA or do my own taxes with an online service?
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You need to do a cost/benefit analysis to see if it's worth it. ...
20 Jun I’m a widow and I moved to N.J. from Florida. What happens to taxes?
Many people leave N.J. for Florida. Taxes are part of the reason. ...
19 Jun How long should I keep credit card statements?
When it comes to paperwork, there's a clear strategy for when to hold....
19 Jun I inherited my friend’s estate. Can we talk taxes?
Estate taxes, inheritance taxes, income taxes. Oh my. ...
18 Jun Is a spousal benefit the same as a survivor benefit?
If you were married, you may be eligible for different benefits. ...
18 Jun Are there any updates relative to ANCHOR benefit for tax year 2021?
This benefit is funded each year in the state budget....
17 Jun What happens to a bank account owned by two people when one dies?
What's most important is the relationship between the two owners. ...
17 Jun I’m still waiting for a K-1 so I can file taxes. What can I do?
Late tax forms can turn into a headache for the taxpayer. ...