14 Jul Is this 401(k) withdrawal tax-free because of the CARES Act?
Withdrawals from retirement plans before 2020 don't get special treatment. ...
13 Jul I can’t fund the IRA I put on my tax return. What can I do?
Here's what to do if you can't make the contribution you put on your tax return....
10 Jul I overpaid my estimated taxes. What do I do next?
Estimated taxes give you flexibility if your income changes through the year. ...
10 Jul When can I deduct mortgage interest and property taxes?
You can take deductions, but there have been changes in the law. ...
09 Jul I owe the IRS money. Should I hire a pro to help me?
Before you reach out to the IRS, education yourself about the process. ...
09 Jul Do I owe taxes on a lump sum from unused paid time off?
Paid time off is considered supplemental income and is taxable. ...
07 Jul Now that I’m working from home, can I deduct a home office?
There are strict rules surrounding deductions for work-related expenses. ...
06 Jul I’m getting a $50K inheritance. What taxes will be owed?
State inheritance taxes are based on the relationship between the heir and the deceased. ...
02 Jul Will mom have to pay taxes after a Roth IRA conversion?
A Roth conversion can cost you money now for tax-free income later. ...
29 Jun Is there a penalty if I use my IRA to buy a home?
If you're over 59 1/2, there's no penalty but there are taxes. ...