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Category: Personal Information

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What Defines State Residency for Tax Purposes?

Your state residency decides your need to pay state taxes; every state has different rules on residency. Though the criteria vary, the following are the key traits that usually characterize state residency:

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When Can You File as a Qualifying Widow(er) with a Dependent Child?

The Qualifying Widow(er) with Dependent Child filing status is meant to enable people who have lost a spouse to keep getting the same tax advantages as those who file jointly for up to two years following the spouse’s death. Using this status calls for meeting particular IRS criteria: This status lets you perhaps get greater […]

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How to Qualify for Head of Household Status

You have to satisfy certain IRS criteria to qualify for Head of Household (HOH) filing status. Filing as single or married filing separately may not offer the same benefits as this status, which can offer a better tax bracket and bigger standard deduction. Qualifying is as follows: Since filing as Head of Household can lead […]

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How to File Your 2024 Taxes

Standard Deduction Increases: Tax Bracket Adjustments: IRS Direct File Program: Form 1099-K Reporting Threshold: Filing Deadline: Filing Your 2024 Tax Return: What Happens If You Miss the E-File Deadline? How Long Do You Have to Claim a Refund?

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What steps should I take to ask for a refund?

Your happiness is important to our customer service staff. Should you feel the return has not been set up to your taste, please call us, use your account Message Board, or send us an email. We will cooperate with you until you are happy with the return we offer. Should it be decided that you […]

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Living in One State, Working in Another: What You Need to Know

Though knowing the fundamentals will help you navigate through the procedure easily, living in one state and working in another can make tax filing a little more difficult. State Income Tax Obligations Reciprocity Understandings Credits for Nonresident Taxes Remote Work Issues to Think About Withholding Adjustments and Filing Deadlines While certain states might vary, filing […]

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