Understanding the New Expanded Child Care Tax Credit
This column will explain to what is currently known about the expanded child tax credit, most important of which is when it becomes effective and which individuals qualify for the…
The Social Security Offset and How It Affects Some Federal Employees
Understanding the Social Security Government Pension Offset and How It Affects CSRS Annuitants
Understanding the Social Security Windfall Elimination Provision
Understanding the Social Security Windfall Elimination Provision and How It Affects Some Federal Retirees
Should Employees Close to Retirement Refinance Their Mortgage?
Ed Zurndorfer discusses the reasons why refinancing for soon-to-be retirees may make sense at this time.
Recently Passed Stimulus Act Could Result in a Third Stimulus Payment
Recently Passed Stimulus Act Results in a Third Stimulus Payment for Eligible Individuals
IRS Extends Individual Tax Filing Deadline to May 17 & RMDs Return in 2021
Individuals who owe on their 2020 returns can postpone their payments until May 17 without penalties and interest, regardless of the amount owed.
Understanding Coronavirus-Related Distribution and Repayment Options
Ed Zurndorfer explains coronavirus-related distribution income inclusion and repayment options
What Some Employees and Annuitants Will Not See on Their 2020 1099-R Forms
This column explains why what appears to be an incorrect 2020 Form 1099-R is in fact correct.
Understanding the Tax Consequences of Selling One’s Personal Home: Part II
This is the second FEDZONE column discussing the tax consequences of selling one’s personal residence.
Understanding the Tax Consequences of Selling One’s Personal Home: Part I
This is the first of two FEDZONE columns discussing the tax consequences of selling one’s personal residence.