Category Archives: Tax Season

Form 1095 for Healthcare

Form 1095 for Healthcare We started asking for this form from everyone, before finalizing tax return completion, because in the past: 1. a couple of clients signed off on our Tax Organizer that they had healthcare coverage when they didn’t, … Continue reading

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More on extending the Extenders (Bipartisan Budget Act of 2018)

Bipartisan Budget Act of 2018 Source: TheTaxBook News – Release Date: 2/12/2018 Cross References: H.R. 1892  On February 9, 2018, the President signed into law H.R. 1892, the Bipartisan Budget Act of 2018, which extends federal funding for the government. … Continue reading

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Health Insurance – IRS Form 1095

Health Insurance – IRS Form 1095   Again this year, there is an extension for Forms 1095-B and -C, this time to March 2, 2018, (originally due a month earlier on 1/31/2018).   The IRS extension applies ONLY to Forms 1095-B … Continue reading

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Extenders: What if you already filed your 1040, and these “renewed” extender items affect you?

What if you already filed your 1040, and these “renewed” extender items affect you? Give us a call.   Feb. 9, 2018 The IRS is reviewing the legislation signed Feb. 9 that retroactively extended and modified numerous tax provisions covering … Continue reading

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PA 529 College Plan – (800) 440-4000

For your PA 529 College Plan, we’ve been asking for your year-end statement showing the calendar year contributions. Apparently, that statement only shows your contributions for the last quarter of the calendar year.   You can get the info that we need … Continue reading

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The Tax Organizers Are Coming Next Week – Get out your Driver’s License!

Your Tax Refund May Take Longer, But at Least You’ll Get It More security to combat increased identity theft threatens to delay processing this year. Last year’s income tax season was marked by an explosion of refund theft. Will this … Continue reading

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Making the Next Tax Season a Better One

Posted by Guest Blogger on Jul 29, 2015 Reflections on Tax Season As we head into the second part of the 2015 filing season (with the 2016 season not far behind), some thoughts come to mind. Many practitioners felt as … Continue reading

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