Filing Status

This video was published by the IRS. One of the first things to figure out with your taxes is what filing status to use. What counts is your status as of December 31, not any other time of the year. There are five filing statuses. Which one is yours? Single? That's easy. If [...]

How to Max Your Social Security

If you are looking to maximize your Social Security, the best time to start looking at it isn't once you've retired - it's right now. Here are a few steps: Understand how Social Security works. Your Social Security payout is figured by averaging your highest 35 years of work. If you work less [...]

“Where’s My Refund?” Tool Lets Taxpayers Check Status of Their Refund

The following article was published by the IRS. The best way for taxpayers to check the status of their refund is to use the Where's My Refund? tool on IRS.gov. This tool gives taxpayers access to their tax return and refund status anytime. All they need is internet access and three pieces of information: Their Social [...]

IRS Withholding Calculator Tips

Here's a tip for making the IRS Withholding Calculator on IRS.gov as easy as possible. To start, you will need two documents: your most recent pay stub and a copy of your most recent income tax return. By using the information on these two forms, the withholding calculator will help you determine if [...]

Estimated Taxes Form and Publication Can Help People Pay the Right Amount in 2019

The following article was published by the IRS. The Internal Revenue Service is reminding self-employed individuals, retirees, investors and others who pay their taxes quarterly that the first estimated tax payment for tax year 2019 was due Monday, April 15, 2019, for most taxpayers. A 2018 tax return and 2019 Form 1040-ES, Estimated Tax for Individuals, [...]

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