Latest articles by Kevin McCormally
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Fixing a Roth IRA Snafu
retirement Here's what you can do if you realized too late that you made to much money to contribute to a Roth.
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Protect Your Right to Refund
investing Time is running out for taxpayers to file a form to reclaim tax they overpaid if they sold life insurance stock.
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Can You Dodge the AMT Bullet?
Tax Breaks You're not doing yourself a favor if you fail to take deductions you deserve just to avoid the alternative minimum tax.
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1099 Waiting Game
taxes As financial firms postpone sending essential tax information -- for fear it includes errors -- investors may have to delay filing returns ... and getting their refunds. Is it a gamble these days to file sooner rather than later?
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Finding Your Home's Tax Basis
home Yikes! You made more than half a million dollars in home sale profit! Here's how to hold down the tax bill.
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Immune to the Underpayment Penalty
taxes Do you owe the IRS money? Even if you failed to pay enough tax throughout the year, you may not have to pay the penalty if you fit one of these exceptions.
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Write off Moving Expenses
Tax Breaks Let Uncle Sam pay for part of your move if you relocated for a job.