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.
The FEDZONE contains all articles written by Ed Zurndorfer:
A former career Federal employee, Ed has published a staggering 1,200+ separate articles on Federal Benefits and Retirement!
Just “Google” his name, and you are likely to find a plethora of sites that contain his writings. Drawn to its mission to reach, teach
and serve Feds, Serving Those Who Serve is the only financial planning practice with which Ed has chosen to affiliate in over
20 years teaching. In addition to conducting Federal Benefits seminars for Serving Those Who Serve, you can find Ed’s
writings here on our blog in the FedZone, and on Fed-Soup, MyFederalRetirement, FederalNews Radio and NITP. He is a
member of the Maryland Society of Accountants, the National Association of Enrolled Agents, the International Society of
Certified Employee Benefits Specialists, the Financial Planning Association, the National Association of Health Underwriters,
and the Society of Financial Service Professionals. Since 1999, Ed has taught many thousands of Federal employees about
their benefits, in person and at Federal agencies all over the country. Ed is a true national treasure.
This column explains why what appears to be an incorrect 2020 Form 1099-R is in fact correct.
Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a…
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
In this episode, Dan Sipe and Ed Zurndorfer provide valuable insights into how the Consolidated Appropriations Act of 2020 affects your tax situation and Social Security benefits. They also discuss…
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.
Determining One’s Filling Status is the First Step in the Preparation of the 2020 Federal Tax Return
In this episode, Dan Sipe and Ed Zurndorfer are back with multiple strategies to help feds optimize their tax situation, and achieve the maximum benefits on their Social Security.
This column explains how RMDs will be calculated during 2021 for those individuals who are required to take them. Before presenting the general RMD calculation procedure, it is useful to…