Understanding the Social Security Windfall Elimination Provision and How It Affects Some Federal Retirees

Ed Zurndorfer discusses the reasons why refinancing for soon-to-be retirees may make sense at this time.

Recently Passed Stimulus Act Results in a Third Stimulus Payment for Eligible Individuals

Individuals who owe on their 2020 returns can postpone their payments until May 17 without penalties and interest, regardless of the amount owed.

Ed Zurndorfer explains coronavirus-related distribution income inclusion and repayment options

This column explains why what appears to be an incorrect 2020 Form 1099-R is in fact correct.

This is the second FEDZONE column discussing the tax consequences of selling one’s personal residence.

This is the first of two FEDZONE columns discussing the tax consequences of selling one’s personal residence.

Ed Zurndorfer explains the tax reporting rules of capital gains and losses related to investment assets

This column discusses under what conditions a dependent child has to file a 2020 federal income tax return and when a child’s income is taxed.