Potpourri of Tax Topics

/Potpourri of Tax Topics

What is the Tax Benefit Rule?

By | January 31st, 2018|Categories: Potpourri of Tax Topics|Tags: , , |

In tax terminology, the phrase “tax benefit rule” refers to whether or not a refund or recovery received in a future year is taxable. For example, whether or not a state income tax refund is taxable on your federal return depends on the “tax benefit rule.”

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Retirement Plan Rollover Q&A

By | January 24th, 2018|Categories: Potpourri of Tax Topics|Tags: , , , |

Here's a sample of questions my clients commonly have about retirement plan rollovers.

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Revisiting a History of Marriage in the Tax Code, Part 12

By | January 17th, 2018|Categories: Potpourri of Tax Topics|Tags: |

Let’s look at things that could be considered “hidden” marriage penalties.

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Top 5 Blog Posts of 2017

By | December 27th, 2017|Categories: From the Archives, Potpourri of Tax Topics|

It's time to look back at the most-popular posts on this site in 2017.

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Revisiting a History of Marriage in the Tax Code, Part 11

By | December 20th, 2017|Categories: Potpourri of Tax Topics|Tags: , , |

The tax reform of 1986 eliminated the marriage penalty at the lower income levels. The marriage penalty did still exist, but only at higher income levels.

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