When should you file for Social Security?

Although Social Security has been around for more than seven decades, most Americans admit they really don’t have a basic understanding about the rules that affect the size of their retirement benefit. Social Security is pretty straightforward provided you’ve never been married and accumulate at least 40 quarters working in jobs where federal employment tax […]

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Reporting Capital Gains and Losses on Schedule D and Form 8949

The IRS has unveiled a new tax form for reporting capital gains and losses from stocks, bonds, mutual funds and similar investments. Starting with the 2011 tax year, investment transactions will be reported on the new Form 8949, Sales and Other Dispositions of Capital Assets. A draft version of Form 8949 is posted at the […]

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Best tax preparation help for you

In the upcoming weeks, the World Wide Web will be flooded with articles relating to finding the right tax professional for your return preparation. You will be hearing terms such as CPA, RTRP, EA, ERO – what not beside the tax professionals’ names in advertising. What do they all mean? First and foremost, to prepare […]

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