Tax FAQ's

Tax Law Changes
What's new in the world of taxes.

• 1997 Taxpayer Relief Act
• 1997 Capital Gains Tax Changes
• 8-7-98 1998 Tax Changes III
• 8-3-98 1998 Tax Changes II
• 7-27-98 1998 Tax Changes Briefly

Administration/Penalties/Misc.
General information ranging from estimated tax payment issues to general tax preparation tips.

• 11-05-99 1999 Year-End Tax Planning Tips - Part III
• 10-29-99 1999 Year-End Tax Planning Tips - Part II
• 10-22-99 1999 Year-End Tax Planning Tips
• 10-15-99 Alimony and Divorce Agreements
• 05-28-99 Timely Mailed = Timely Filed
• 04-30-99 Federal Tax Payments by Credit Card
• 03-05-99 Tax Tips for 1998
• 02-12-99 That Pesky Schedule D -- Tax Year 1998 Version
• Estimated Taxes
• Finding a Good Tax Advisor
• 04-09-99 Extensions Anyone?
• 9-25-98 Reasonable Cause
• 7-10-98 Taxes and the Lottery
• 6-15-98 Comparing Taxable and Tax-Exempt Yields
• 4-2-98 I Can't Pay My Taxes. Now What?

Deductions & Credits
All matters found on Schedule A (Deductions) and specific credits to lower your total tax liability.

• 09-17-99 The Foreign Tax Credit
• 09-03-99 Adoption Expense Credits - Part II
• 08-27-99 Adoption Expense Credits - Part I
• 08-13-99 The Earned Income Credit - Part II
• 08-06-99 The Earned Income Credit - Part I
• 04-01-99 Deductions -- An Overview
• 02-26-99 Tax Credits - An Overview
• AOL Expense Deduction
• Commuting Expenses
• Donations of Stock/Property
• Home Office Deductions
• Margin Interest
• Tax Home and Travel Expenses
• 11-6-98 Education Credits and Deductions: Interaction
• 10-30-98 Education IRA
• 10-23-98 The Lifetime Learning Credit
• 10-16-98 Hope Scholarship Credit
• 10-9-98 Interest of Qualified Higher Education Loans
• 10-2-98 Education Expenses
• 9-4-98 Home Office Deduction II
• 8-28-98 Home Office Deduction I
• 8-14-98 Moving Expenses
• 7-17-98 Charitable Contributions of Stock
• 3-26-98 Deductions for Home Computers

Investment Issues
Tax issues dealing with stocks, bonds, real property, and other investment vehicles.

• 9-24-99 Coming Soon: New Super-Foolish Tax Rates
• 7-30-99 The Constructive Sale Rules - Part IV
• 7-23-99 The Constructive Sale Rules - Part III
• 7-16-99 The Constructive Sale Rules - Part II
• 7-9-99 The Constructive Sale Rules - Part I
• 5-7-99 Capital Assets…What Are They Really?
• 3-26-99 Stock Splits - Part III
• 3-19-99 Stock Splits - Part II
• 3-12-99 Stock Splits - Part I
• Broker Commissions
• Dividends Paid on Shorts
• DRIP Commissions & Fees
• "Specifying" Stock
• Stock Options
• Worthless Stock
• 1-15-99 Holding Period
• 11-20-98 Capital Gains Tax changes
• 9-11-98 Wash Sales
• 3-19-98 Converting your Home Into Rental Property
• 2-26-98 Home Sale Exclusions III
• 2-19-98 Home Sale Exclusions II
• 2-12-98 Home Sale Exclusions I

Filing Status/Exemptions/Dependents
Who you are and how Uncle Sammy looks at you and your family -- purely from a tax standpoint.

• Dependents
• Filing Status
• Head of Household Status
• 8-21-98 Dependency Exemption for Children of Divorced Parents
• 5-14-98 Married Separate and Community Property
• 5-7-98 Married Filing Separately
• 4-30-98 The marriage Penalty

Children and Family Issues
Tax issues and credits dealing specifically with the youngins.

• 10-08-99 Qualified State Tuition Programs
• 09-10-99 Adoption Expense Credits - Part III
• 09-03-99 Adoption Expense Credits - Part II
• 08-27-99 Adoption Expense Credits - Part I
• 08-20-99 Family Loans
• Child Tax Credit
• Gifts of Stock
• Gifts to Children
• Inheritance Tax
• Junior on the Payroll
• The Kiddie Tax
• 5-28-98 Child Care Credit and FSAs
• 5-21-98 Gift Tax Exclusions
• 3-12-98 New Child Tax Credit

IRA & Pensions
IRAs, Roths, SEPs, SIMPLEs and others.

• Lump-Sum Pension Distribution Tax Issues
• IRA Rollovers vs. Transfers - Part III
• IRA Rollovers vs. Transfers - Part II
• IRA Rollovers vs. Transfers - Part I
• SIMPLE Retirement Plan - Part II
• SIMPLE Retirement Plan - Part I
• 2/5/99 IRS Form 8606 - What's New for Tax Year 1998
• IRA Withdrawal for Homebuyers
• Roth IRAs
• 01-22-99 Taxation of Social Security Benefits
• 12-31-98 Top 10 Roth IRA Questions
• 11-27-98 Roth IRA Redux I
• 12-4-98 Roth IRA Redux II
• 12-11-98 Roth IRA Redux III
• 12-18-98 Roth IRA Redux IV
• 12-24-98 Roth IRA Redux V
• 11-13-98 Conversion Issues
• 6-4-98 IRA Deduction Limitations

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