Set Up IRS Account to Foil Fraud

April 14, 2015 | Kate Horrell

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 the tax refund.  It is a clever plan, but not very … [Read more...]

How To File For A Tax Extension

April 13, 2015 | Kate Horrell

More than 10 million people file for an automatic extension of the time to prepare their federal tax return each year.  Are you going to be one of those people this year?  I am.  In fact, I've … [Read more...]

Homestead Exemption Warnings

April 01, 2015 | Kate Horrell

In the ongoing conversation about domicile and residence, one important issue can not be emphasized enough:  taking a homestead exemption on your real property taxes for a house is a huge indicator … [Read more...]

Do You Have All Your W-2s?

March 18, 2015 | Kate Horrell

A recent conversation about Personally Procured Moves (PPM), formerly known as Do It Yourself (DITY) moves, reminded me to remind you to ensure that you have ALL of your W-2s and 1099-INTs accounted … [Read more...]

Spouses: Your Income Isn’t Exempt

March 16, 2015 | Kate Horrell

In the on-going conversation about the Military Spouses Residency Relief Act (MSRRA) and paying taxes, I have had quite a few people mention to me that they "got all their taxes back" or that they … [Read more...]

Domicile: It’s All About Intent

March 09, 2015 | Kate Horrell

We're on a little theme here, but the subject is so important and it is often confusing.  In recent weeks, I've talked about domicile and residence, taxes, homes of record, and car titles and … [Read more...]

Residence vs. Home of Record

February 27, 2015 | Kate Horrell

In talking with military families about taxes and residences and drivers' licenses, one little thing keeps coming up:  the misuse of the term home of record.  It probably isn't a big thing in the … [Read more...]

Help! I Did My Taxes Wrong!

February 23, 2015 | Kate Horrell

It happens to (almost) everyone eventually - you file your income tax return, and then realize that it's not quite right.   Don't fret! Filing an amended tax return isn't difficult, and it will … [Read more...]

Get A Replacement W-2 or 1099R

February 03, 2015 | Kate Horrell

If it's February, the most popular question here must be:  how do I get a replacement W-2 or 1099R?  The quickest way to access your military pay records and documents is always via the myPay … [Read more...]

One Year Exemption for Direct Care Recipients

January 28, 2015 | Kate Horrell

Along with the confusion about having to tick a box to indicate that you have "minimum essential coverage" because you have Tricare health insurance coverage, there is a very small sub-group that is … [Read more...]

How To Identify Tricare On Tax Forms

January 23, 2015 | Kate Horrell
1040EZ Snip

Ever since my colleague Amy Bushatz wrote about Tricare users needing to tick the correct box on their 2014 federal income tax forms to reflect that fact that they have Tricare health insurance, her … [Read more...]

Free Tax Help For Military

January 16, 2015 | Kate Horrell

A recent article about the decreasing features in the popular TurboTax tax preparation software reminded me to make sure you all know about the free options for military families to file their income … [Read more...]

Wait For Your W-2 Before You File

December 30, 2014 | Kate Horrell

Now that December 2014 Leave and Earnings Statements (LES) have been posted, I know a lot of people are anxious to file their 2014 federal tax returns.  I understand your enthusiasm.  If you're … [Read more...]

From The Mailbag: Roth TSP and CZTE

November 18, 2014 | Kate Horrell

UPDATE:  After a lot of research and discussion, here is the situation as best as my financial expert friends and I can figure. Adding to retirement accounts while in an area designated as Combat … [Read more...]