Tax Return Basics

All About Tax Withholding and Estimates

Tax withholding and estimates is a topic that throws many taxpayers for a loop. It may seem daunting, but there are resources to help.

Protect Yourself from Tax Identity Theft

Tax identity theft is when someone uses your stolen personal information, including Social Security number, to file a tax return claiming...

Retirement Account Basics

I previously talked about the tax implications of investments, but that information specifically excluded retirement accounts. This is...

What are the tax implications of my investments?

Every year I get a lot of questions about how investment accounts impact taxes. One thing to address right off the bat is that retirement...

Itemized Deductions - What are they?

For many, the itemized deduction has gone the way of the dodo bird. Since the Tax Cuts & Jobs Act (TCJA) of 2017, the personal exemption...

Anatomy of a Tax Return

Individual income tax returns have many moving parts, but they can be broken down into a few big categories. In this tax basics post we...