Q: What will the IRS do with my information once they know my bank account? –E. Snowden, Moscow A: Most of my clients use direct deposit when they have a refund; it’s the fastest and most efficient way to get the money due them. Now many of these same good folks shriek at the thought
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This issue brings together recent developments and strategies about paying for health care and disability. It’s a complicated — but important — subject. I hope there is something useful for everyone. (And if not, there is a little family anecdote.) Q: Is there anything GOOD that came out of the last budget bill? –M. McConnell,
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Click on the shoebox to download a PDF The Basics Prior Year A copy of last year’s federal and state tax returns, if you’re a new client Earnings W-2 statements of employment earnings 1099-MISC statements of freelance earnings Self-employment summary of all your earnings, whether on a 1099 or not Investments Investment statements (1099’s) reporting
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What Can I Do To Minimize Payment Pain? As with anything, that which you avoid persists. Right? Get a handle, get a grip — will you owe for this year? Get help if you need it — your accountant can project your liability if you provide her some basic information. Maybe you need to add
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© 2024 Aaronson Lavoie Streitfeld Diaz
