15 Sep I want to transfer my 401(k) to a Roth IRA. Are there downsides?
Watch out for unintended consequences if you convert to a Roth IRA. ...
14 Sep What will this 401(k) withdrawal mean for my divorce?
Your 401(k) will probably be treated as a marital asset. ...
14 Sep How much longer will I wait for this tax refund?
The coronavirus pandemic has caused a delay in the processing of tax returns. ...
10 Sep Will we qualify for stimulus payments when we file our 2020 return?
If you don't get a stimulus payment, you could get it when you file your taxes. ...
09 Sep I had a 401(k) withdrawal. What’s taxable under the CARES Act?
You may be able to avoid penalties and some taxes too. ...
09 Sep What taxes do I have to pay on an inheritance from N.Y. resident?
There are several rules when it comes to inheritance taxes. ...
08 Sep Can my wife and I both take from our 401(k)s under the CARES Act?
Under certain circumstances, you can qualify for a penalty-free withdrawal....
08 Sep I was given a gift of $45K. How much do I owe in taxes?
When you receive a gift in New Jersey, you won't owe any taxes. ...
04 Sep My accountant made a mistake. Should I amend my return?
Certain retirement contributions are treated as after-tax on your return. ...
03 Sep How much tax will I owe when I sell my N.J. home?
Taxes owed will depend on your overall financial situation, not just the transaction. ...