Potpourri of Tax Topics

/Potpourri of Tax Topics

Revisiting a History of Marriage in the Tax Code, Part 13 (Wrapup Post)

By | February 28th, 2018|Categories: Potpourri of Tax Topics|Tags: |

This 13th post about the history of marriage in the tax code pulls together the previous 12 parts in one place, with links below.

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Basics of Form 8283

By | February 21st, 2018|Categories: Potpourri of Tax Topics|Tags: , |

Form 8283 is used to report non-cash charitable donations over $500.

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Does My Teenager Need to File a Tax Return?

By | February 14th, 2018|Categories: Potpourri of Tax Topics|Tags: , |

Let’s look at the rules for when a dependent needs to file a tax return. For reference, see Table 1-2 on page 7 of this year’s IRS Publication 17.

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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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