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…
Determining One’s Filling Status is the First Step in the Preparation of the 2020 Federal Tax Return
This column explains how RMDs will be calculated during 2021 for those individuals who are required to take them. Before…
For Employees Born Between 1955 and 1959 and Receiving Social Security Retirement Benefits During 2021, Beware of the “Earnings Test”
Ed Zurndorfer discusses these changes, as well as presenting automatic inflation adjustments to individual income tax brackets and other employee…
While Gathering Documents to Prepare 2020 Income Tax Returns, Employees Are Reminded to Check Their Social Security Statements