general

How does someone steal your tax refund?

Generally, the identity thief will use a stolen SSN to file a forged tax return and attempt to get a fraudulent refund early in the filing season.” By fil...

Jun 25, 2026 • 1 READS

general

Is an annuity separate from a pension?

The biggest difference between annuities and pension funds is control. Annuities are voluntary retirement vehicles. Pensions are guaranteed by either the ...

Jun 25, 2026 • 1 READS

general

Where are retirees putting their money?

You can mix and match these investments to suit your income needs and risk tolerance. Immediate Fixed Annuities. Systematic Withdrawals. Buy Bonds. Divide...

Jun 25, 2026 • 1 READS

general

How do I temporarily stop tax withholding?

If you want to temporarily stop tax withholding from your paycheck, you’ll need to file a new Form W-4 with your employer. Can you not withhold state taxe...

Jun 25, 2026 • 1 READS

general

What should be in box 18 on W-2?

Box 18: Local wages. Box 18 reports the total amount of wages subject to local, city, or other state income taxes. Often different than Box 16 and Box 1 (...

Jun 25, 2026 • 1 READS

general

Where do I Find my 1099s for real estate?

If you received your 1099-S for the sale of a business or rental property, this is reportable on IRS Form 4797 and Schedule D. A 1099S form contains infor...

Jun 25, 2026 • 1 READS

general

How does the IRS send out tax refunds?

Refunds will go out as a direct deposit if you provided bank account information on your 2020 tax return. Otherwise, the refund will be mailed as a paper ...

Jun 25, 2026 • 1 READS

general

Can you work in NJ and live in PA?

The nearly 40-year-old agreement allowed commuters to pay income tax to the state where they live, rather than the state where they work. PA residents wil...

Jun 25, 2026 • 1 READS

general

What age is a minor for tax purposes?

Dependent children The tax rules allow you to claim a credit for a dependent for a child if they reside with you for more than half the year, don’t provid...

Jun 25, 2026 • 1 READS

general

What is planned audit risk?

Planned detection risk is the risk that audit evidence will fail to detect misstatements that exceed a tolerable amount. An increase in planned detection ...

Jun 25, 2026 • 1 READS