It’s time for end of year tax planning! Time to get your financial house in order for tax season! What could be more fun that taking a break from holiday festivities and shopping to start thinking about taxes? It seems like every year when we do our taxes, there’s a few things we wish we [...]

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If you filed for a tax extension last April today, October 15, 2014, is the tax extension deadline for your 2013 tax return. The original 2014 tax deadline for your 2013 tax return was on April 15, 2014. If you filed Form 4868 you got an automatic extension, which is due six months after the [...]

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The 2014 tax calculator is here! Do you want to get an estimate of how much your tax refund will be before you file? We just updated the 2014 tax calculator with the current tax brackets, credits, deductions, and everything else you’ll need to estimate your tax refund before the tax deadline. How to Use [...]

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As the first year of health insurance through the new health care exchanges winds down, another new challenge is just beginning. The upcoming tax season will be the first year to report, claim, and reconcile the new health insurance premium tax credit. It will be a new, and in some cases challenging, addition to your [...]

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We featured How to Find Class Action Settlements That Owe You Money last week to help you find current settlements you might be eligible for. I’ve had some luck with class action lawsuits in the past. As each post-card sized, class action plea comes in the mail, I fill it out and send it in. [...]

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The 2014 state sales tax holidays are almost here! If you’re lucky, your state will encourage you to shop on specific days this summer to avoid paying sales tax. The tax free weekends and sales tax holidays vary by state, but many are having the 2014 tax free weekend the first weekend in August for [...]

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In order to be a successful investor, one has to learn how to buy low and sell high. This can be hard since many of us allow for our emotions to get involved. As a result, we tend to buy high and sell low. But even when the buy low, sell high strategy is followed, [...]

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The thought of being audited by the IRS can be horrifying. Much of that fear probably comes from not really understanding an audit. In many cases, people don’t understand how or why they are getting audited, what they need to do once they find out they are being audited, and what happens next for them. [...]

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The tax deadline is here! If you are still finishing your tax return today, be sure to see the Last Minute Checklist for Getting Your Taxes Done Right! And if you aren’t going to finish today, you’ll want to head straight for the information in How to File for a Tax Extension. Once your taxes [...]

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Before you head out to file your taxes before the tax deadline, you’ll need to grab more than just your wallet to pay your tax professional for their services. There are a large number of items you need to bring with you when filing your taxes. In many cases, these items are essential to filling [...]

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