Latest articles by Rocky Mengle
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12 Tips on How and When to File an Amended Tax Return
Tax Returns What to do if you discover a mistake on a previously filed tax return (and other reasons for filing an amended tax return).
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
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What Happens if You Missed the Tax Deadline?
Late Filing If you owe the IRS money, filing your tax return late (or never) can cost you penalties and interest.
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What Time Is the Tax Deadline?
Tax Day If you like to wait until the last possible minute to file your tax return, you should at least know how much time you have.
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W-4 Form: Tax Withholding Tips to Optimize Your Taxes This Year
Tax Forms Knowing how the W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
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Home Office Tax Deduction: Work-from-Home Write-Offs
Tax Breaks Can you claim the home office tax deduction this year?
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Need More Time to File Your Taxes? Here's How to Get an Extension
Tax Deadlines If you can't finish your federal tax return by Tax Day, you can get more time by filing a tax extension.
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How Long Should You Keep Tax Records?
Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
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Pros and Cons of Filing a Tax Extension
Tax Filing It's easy to extend your tax return deadline to October by requesting a tax extension…but should you?
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Tax Day: When Is the Last Day to File Your Taxes?
Tax Day Tax Day falls on April 15 this year. However, some people have an extended tax deadline and extra time to file. Are you one of them?
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Ten Tax Breaks for Homeowners and Homebuyers
Homeownership These real estate tax breaks can help homeowners get some money back.
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Utah Tax Guide
State Tax Utah state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
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How Charitable Donations Can Reduce Your Taxes
Tax Breaks Is claiming a charitable donation tax deduction the right choice for you this tax season?
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16 Ways Snowbirds Can Establish Residency in Florida for Tax Purposes
State Tax Looking to avoid state income taxes in retirement? Satisfy Florida residency requirements to prove you’re the real deal.
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The Tax Day HSA Contributions Deadline
Health Savings The HSA contributions deadline for 2023 has passed, but you still have time to contribute and potentially reduce your tax liability if you have an extended tax deadline.
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Saver's Credit: Who Qualifies for This Retirement Tax Break?
Tax Breaks If your income isn't too high, the Saver's Credit can help lower your tax bill if you contribute to a retirement account.
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Penalties for Filing Your Tax Return Late
tax deadline Stiff penalties await those who didn't file their return (or pay any tax owed) by the tax filing deadline.
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"Tax Preparers Near Me"? There's a Better Way to Find a Tax Professional
taxes Here are some tips for weeding out tax preparers that aren't legit and finding the best tax professionals in your area.
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9 Tax Deadlines for April 18
tax deadline Between requesting a tax extension, making IRA or HSA contributions, and meeting other tax deadlines, there's more to do on Tax Day than just filing your federal income tax return.
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Tax Withholding Adjustments Can Boost Your Paycheck Now and Avoid Penalties Later
W-4 form If you've had too much or too little tax withheld from your paychecks, there's still time to submit a new Form W-4 to change your tax withholding for the rest of the year.
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Most California Stimulus Check Payments Have Been Sent
California has sent the majority of stimulus payments for its Middle Class Tax Refund program.
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When Can You File Taxes in 2023?
tax filing If you're an early bird when it comes to filing your tax return, there's good news from the IRS.
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Catch-Up Contributions to Retirement Accounts Boosted By SECURE Act 2.0
Americans approaching retirement age can now squirrel away more money in IRAs, 401(k)s, and other retirement accounts.
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Retirement Saver's Tax Credit Converted to "Saver's Match"
President Biden has signed legislation that turns the Saver's Credit into a government match to your retirement plan contributions.
