Common tax return mistakes that delay your tax refund

IRS.gov – Errors on tax returns mean they take longer to process, which in turn, may cause your refund to arrive later. The IRS cautions against these nine common mistakes so your tax refund is timely. 1. Incorrect or missing Social Security Numbers – When entering SSNs for anyone listed on your tax return, be [...]

What gifts are taxable? 8 gift tax tips to help

IRS.gov – If you give someone money or property during your life, you may be subject to the federal gift tax. Most gifts are not subject to the gift tax, but the IRS has put together the following eight tax tips to help you determine if your gift is taxable. 1. Most gifts are not [...]

IRA retirement contributions – 10 tax tips

IRS.gov – This year, you have a few extra days to make contributions to your traditional Individual Retirement Arrangements. That’s because Emancipation Day, a legal holiday in the District of Columbia, will be observed on Friday, April 15, 2011, which moves the due date for filing your tax return and making contributions to your 2010 [...]

Injured spouse relief – 7 tax facts

IRS.gov – If you file a joint tax return and all or part of your refund is applied against your spouses’ past-due federal tax, state income tax, child or spousal support or federal nontax debt, such as a student loan, you may be entitled to injured spouse relief. Here are seven facts the IRS wants [...]

Tax refund offsets, withholdings

IRS.gov – If you owe money because of certain delinquent debts, the IRS or the Department of Treasury’s Financial Management Service (FMS), which issues IRS tax refunds, can offset or reduce your federal tax refund or withhold the entire amount to satisfy the debt. Here are seven important facts the IRS wants you to know [...]

Tax Scams – Beware!

IRS.gov – The IRS wants taxpayers to be aware of tax scams. These scams are illegal and can lead to problems for taxpayers including significant penalties, interest and possible criminal prosecution. The schemes take several shapes, ranging from promises of large tax refunds to illegal ways of “untaxing” yourself. Here are three important guidelines to [...]

Charitable contributions – eight tax deduction tips

IRS.gov – Charitable contributions made to qualified organizations may help lower your tax bill via tax deductions. The IRS has provided the following eight tips to help ensure your contributions pay off on your tax return. 1. If your goal is a legitimate tax deduction, then you must be giving to a qualified organization. Also, [...]

Children investment income – income tax rules

IRS.gov – Parents need to be aware of the tax rules that affect their children’s investment income. Here are four facts from the IRS that will help parents determine whether their child’s investment income will be taxed at the parents’ rate or the child’s rate: 1) Investment Income – Children with investment income may have [...]

Employee business expenses – tax deductions

IRS.gov – If you itemize deductions and are an employee, you may be able to deduct certain work-related expenses on your income tax returns. The IRS has put together the following facts to help you determine which expenses may be deducted as an employee business expense. Expenses that qualify for an itemized deduction include: • [...]

Home office tax deduction – six facts

IRS.gov – Whether you are self-employed or an employee, if you use a portion of your home for business, you may be able to take a home office tax deduction.  Here are six facts the IRS wants you to know about the Home Office deduction: 1. Generally, in order to claim a business deduction for [...]

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