Are You an American Living Abroad? Here Are the Essential Tax Facts to Consider

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It can be logical to assume that because you've moved out of the country, you no longer have to pay taxes on any money you earn. It can be logical... but it is also incorrect. Nearly all United States citizens must file a Federal Tax Return…

Did You Overlook Something on a Prior Tax Return? 

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Article Highlights: Repercussions of Incorrect Tax Returns Filing Amended Returns Statute of Limitations for Refunds Potential of Audit It is not uncommon to discover that an item of income was overlooked, a deduction was not…

Tax Exempt Organization Filing Deadline Approaching

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Article Highlights: Information Filing Due Dates Calendar Year Nonprofit Fiscal Year Nonprofits Which Form To File Extension of Time to File Late Filing Penalty Failure To File For 3 Years State Filing Requirements Most…

Reconstructing Individual Tax Records

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Article Highlights  Advance Preparedness Cloud Storage Copies of Returns or Return Transcripts Records of Personal Residence and Real Property Vehicles Personal Property Business Records Hurricanes, fires, floods,…

The IRS Issues Update to the Tax Scams to Be Aware of For 2023 and Beyond 

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When it comes to income taxes, two things tend to be true every year. The first is that April will always roll around yet again, whether you like it or not - which means that it's in your best interest to make sure your tax filing needs are…

Warning Signs That You Should STOP Managing Your Own Books

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Warning Signs That You Should STOP Managing Your Own Books  On the one hand, it's almost a prerequisite for entrepreneurs of all types to have that "can-do spirit." That sense that nobody else sees things quite like they do so, whatever it…

Worried About Getting Audited? Here's What You Need to Know About Your Chances

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If you've been following the news recently, you're no doubt familiar with the talk about the Internet Revenue Service hiring new agents during a time when they've been critically understaffed for years. Indeed, the IRS is expected to receive…

Important May 2023 Due Dates

May 2023 Individual Due Dates May 10 - Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during April, you are required to report them to your employer on IRS Form 4070 no later than May…

What is the Difference Between an HSA and a Health FSA?

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Article Highlights: Flexible Spending Accounts Common Features of an FSA FSA Allowable Medical Expenses  Unused Amounts (Use It or Lose It) Health Savings Accounts Enrolled in Medicare Covered Under a High-deductible…

When Can You Dump Old Tax Records?

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Article Highlights: General statute is 3 years Some states are longer Fraud, failure to file and other issues can extend the statute Keeping the actual return Taxpayers often question how long records must be kept and the…