Taxes

The Mailbag brings us Retiree Tax Questions

From The Mailbag: Retiree Tax Questions

Tax time always brings a lot of questions from readers.  Today’s post is a compilation of tax-related questions received from retirees: Taxable vs. Non-Taxable Retirement…


How To File For A Tax Extension

How To File For A Tax Extension

The deadline to file your federal income tax returns is next Monday, 18 April 2016.  If you’re one of the thousands of Americans who aren’t…


Do You Have A Plan For Your Tax Refund?

A Plan For Your Tax Refund

“Financial planner hits monster lotto payout…and dedicates life to raising rabbits.” Never mind that it’s not going to happen or that in the very, very…



How Your Income Tax Changes When You Retire From The Military

Tax Changes When You Retire

Several people have asked me to write about how your income tax changes when you retire from the military.  On one hand, it is pretty…



How to get your military 1099R retirement pay tax statements.

Obtaining 1099R Tax Statements

It is the time of year when I get a lot of emails asking me to send tax statements. While I’d love to help people…


Reporting Tricare On Your Tax Return

Rethink Your Big Tax Return

This time of year, I hear lots of military families who are excited about big income tax returns:  $2000, $3000, and up.  I understand why…


Fixing 1095 Tax Statements for Military Families

Fixing 1095 Affordable Care Act Statements

New for the 2015 tax year, taxpayers are required to have 1095 statements showing that they had Minimum Essential Coverage (MEC) for healthcare as required…



Where To Do Your Taxes

For the complete list of free and discounted tax options for military families, see the Military.com Discount Center’s article, Free and Discounted Tax Preparation for…


How To Read A Military W-2 | The Paycheck Chronicles at Military.com | http://live-military-paycheck.sites.thewpvalet.com #taxes #military

How To Read A Military W-2

2015 W-2 Wage and Tax Statements almost all released, and it is common to have questions when you see your military W-2.  Let me explain…


Reporting Tricare On Your Tax Return

Reporting Tricare On Your Tax Return

Now that the tax preparation season has started, we’re getting questions about reporting health care coverage on your income tax return.  The Affordable Care Act,…


Money Tasks

Four Simple Money Tasks for Today

If you celebrate Christmas, it is likely that you’ve gone through some gift-exchanging over the last few days, and perhaps you are cleaning up and…


Tax Statements

When To Get Your W-2s and 1099Rs

Tax season will soon be here, and lots of people anxious to get our W-2 and 1099R tax statements so that they can file their income…


Taxes discussion.

Keep An Eye On Your Taxes All Year

Yesterday was the extended filing date for 2014 federal income tax returns, and lots of people (including me) have just finished dealing with our 2014…


Airman writing.

Real Estate Taxes With A Military Twist

I’ve been talking to a lot of military homeowners, and prospective military homeowners, lately.  I try to make sure that they understand all the various…


Military mover packing.

How To Establish Residency In A New State

Active duty military members, and their spouses, have some special protections when it comes to changing their domicile (state of legal residence) each time they move….


Tax prep.

Retrieving Old Tax Statements

Sometimes, you need to get a copy of an old W-2 or 1099R tax statement.  The best way to get these documents depends on the…


Identity theft.

Set Up IRS Account to Foil Fraud

A new type of fraud has been common this year, where a thief files an income tax return for an unsuspecting individual and then receives…