27 Nov My aunt’s estate is getting 9/11 fund check. Are taxes owed?
An estate tax return is usually due eight months after a person's death....
25 Nov Will this pension be tax-free with a move to N.J.?
If you have income of less than $100,000, it may be free of tax. ...
24 Nov Will my college student need to file a tax return?
There may be tax consequences if you get a generous scholarship. ...
20 Nov We are separated. How should we file our tax return?
Before a divorce, there are choices when it comes to filing a tax return. ...
19 Nov What happens to my 401(k) loan now that I left my job?
Loans from a 401(k) usually have to be repaid if you leave your job. ...
19 Nov What taxes will I owe on this COVID 401(k) distribution?
You have the option of spreading taxes over three years. ...
17 Nov How do I claim a retirement plan withdrawal on my taxes?
Withdrawals from most retirement plans are considered ordinary income. ...
16 Nov Can I convert this IRA to a Roth to leave tax-free inheritance?
Before you convert an IRA, consider the tax consequences and your cash flow. ...
13 Nov I remarried. Should he put my name on his home’s deed?
When you remarry, there are considerations when it comes to asset ownership. ...
12 Nov My home’s assessment went up. What about the Senior Freeze?
Several factors are considered for eligibility for this tax break....