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More credits require questions

February 24, 2017

Common errors have helped to make the Earned Income Tax Credit (EIC) a major source of what the IRS calls "improper payments". The agency estimates that of the $66 billion in EIC funds paid in 2015, nearly a quarter were collected by filers who didn't qualify to receive them.

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2016 proof of health insurance: the Form 1095 wrinkle

February 23, 2017

Under the current Affordable Care Act (ACA), all Americans must have health insurance. If you receive your health insurance through the ACA marketplace or from your employer, you will receive a Form 1095.

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Current tax law requires health insurance

February 23, 2017

During his first week in office, President Trump signed an executive order asking federal agencies to reduce the economic burden the Patient Protection and Affordable Care Act (ACA) puts on American citizens.

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What records you need for tax preparation

February 3, 2017

If you're not a naturally organized person, keeping your tax records in one place might not be easy. But gathering the appropriate records ahead of time will make it easier on yourself and help ensure the accuracy of your tax return.

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Keywords: record keeping

When filing your taxes, why early may make sense

February 3, 2017

Even though the IRS has started accepting tax returns, most of us aren't yet ready to file. There are, however, reasons to consider filing your return early. Here are some of the most common:

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Keywords: income taxes, taxes

January 2017 Market Insight

February 1, 2017

Flipping through The Wall Street Journal for the past month, one might see front page headlines such as

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Keywords: stock, stock market