Posts Tagged ‘relaxed tax climate’

Year End Tax Estimate and Tips: Part 2

In the second half of the tax estimate tips and tricks, find out how different kinds of deductibles and rates of taxation can affect your return in April. 7. Claim dividend income Form 1099-DIV will determine whether or not your dividends from mutual funds qualify for the 15 percent tax rate or not. To figure…

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Year End Tax Estimate and Tips for 2016: Part 1

As 2015 draws to a close, organize yourself to be better prepared for April. A little bit of tax planning can equal a lot of savings, so be sure to get your tax estimate started as quickly as possible using these tips. 1. Use a tax calculator Start estimating your taxes now to assess how…

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Important Tax Documents to Bring with You

 Gather your documents before you begin filing your taxes. Thanks to AARP, we have a compiled list of documents of what you should bring when getting assistance from your AARP Foundation Tax-Aide or your tax professional.   General Last year’s tax return(s) Social Security cards or other official documentation for yourself and all your dependents Photo…

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