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I try to add tax blog articles weekly on tax topics that may be interesting to you. Please browse. If there is a topic you would like to see here or would like to more information on, please contact me.

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My Tax Blog

July 10, 2019   |   Collection, Form 1040, Tax Forms, Tax Resources...
Doesn’t City Income Tax Use the Same Numbers as Federal Taxes?

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The short answer is No. The numbers are different. Federal and most State tax returns subtract for fringe benefits (e. g. 401K), adjustments (e. g. student loan interest) and/or a standard deduction before calculating total taxable income also known as Adjusted Gross Income or AGI. However, Cities usually base their taxable income on the Box … Doesn’t City Income Tax Use the Same Numbers as Federal Taxes?

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May 29, 2019   |   Form 1040, Health Savings Acct (HSA), IRS, Itemized Deductions (Schedule A), Medical Expense...
Saving $ on Health Insurance?

cell phone with a stethoscope

Health Insurance costs are rising. One way to reduce health insurance premiums is to enroll in a high deductible health insurance plan and to pair that plan with a (tax deductible) Health Savings Account. For 2019 A high deductible health insurance plan has deductible of at least $1,400 (for individual coverage) or $2,750 (for family … Saving $ on Health Insurance?

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March 27, 2019   |   Collection, Enrolled Agent, IRS, Tax Due, Tax Forms...
Can’t I Just File for An Extension?

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I didn’t get all my forms yet. Couldn’t get the “books” finished I’ll be out of the country . . . In many cases, if the 2018 Tax Return can’t be filed by April 15 or tax due date (for individuals), an extension is available.   Filing form 4868 (individual returns) will extend the 2018 Tax … Can’t I Just File for An Extension?

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