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Wednesday February 8, 2023
Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function:...
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In IR-2023-17, the Internal Revenue Service (IRS) suggested a checklist for 2022 tax returns. The IRS offered several recommendations that will assist taxpayers and make for a smooth tax preparation year. In addition, we offer a few checklist items for you to consider.
1. Gather Tax Records — Taxpayers need to gather their records for the tax return. You will need Social Security numbers for all of family members, your bank account and routing numbers to file electronically, IRS Forms W-2, 1099 and 1098. You should have IRS Form 1095-A, Health Insurance Marketplace, and any letters...
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What steps need to be taken after a loved one passes away? A family member of mine who has no children was diagnosed...
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