What is the IRS Form 1040-SR?

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House Republicans boasted their 2017 tax reform would simplify taxes to the point that taxpayers   

The Impact IRS Budget Cuts Has on Your Chances of Being Audited

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Budget cuts at the Internal Revenue Service (IRS) have turned out to be a “good   

The Rules for Medical Deductions Are Changing for Those Age 65 and Older

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The rules for medical deductions are changing for seniors ages 65 and up.

How To Avoid Paying Taxes Twice on the Same Income

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What’s worse than paying income taxes? Paying taxes on the same income twice. Before putting   

Failure to Take the RMD from Your IRA Can be Costly

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A recent audit report found that in fiscal year 2014, IRS revenue officers collected $222   

What the Once-Per-Year IRA Rollover Limit Means for You

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The IRS now views 60-day rollover IRA and Roth accounts differently than in the past. Here’s what you need to know.

Reducing Future Taxes – What is Form 8606?

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And what should you do if you have forgotten to file Form 8606?

Important New Rules for IRA Rollovers

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Many advisers were taken by surprise with the U.S. Tax Court’s recent ruling on IRA   

IRS Provides Guidance for Same Sex Couples

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Revenue Rule 2013-17 provides some guidance.

Federal Tax Changes for Same Sex Marriage

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The IRS has responded with a general rule recognizing same-sex marriages nationwide.

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