Latest articles by Rocky Mengle
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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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Taxes on Gambling Winnings and Losses: 8 Tips to Remember
Tax Tips Whether it’s online sports betting, a casino win, or a horse bet, don’t forget the gambling taxes.
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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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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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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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How Long Should You Keep Tax Records?
Tax Records Don’t destroy tax documents until the time limit for an IRS audit runs out. For some forms, the time limit may be even longer.
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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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Ten Tax Breaks for Homeowners and Homebuyers
Homeownership Owning (or buying) a home is expensive. But there are some tax breaks for homeowners that can help you recoup some of those costs.
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11 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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What Time Was 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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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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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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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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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 Was the Last Day to File Your Taxes?
Tax Day Tax Day for most people was April 15. This is when federal income tax returns are due. But some people have some extra time to file. Are you one of them?
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Save More with Tax Credits for Energy-Efficient Home Improvements
Tax Breaks Tax credits for energy-efficient home improvements are extended and expanded because of the Inflation Reduction Act.
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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.
