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Additional Information

 

 

 


Tax Topics

2022 Medical Deductions List

2021 & 2022 Tax Brackets

Health Care Forms for 2022

Charitable Contributions

Definitions and IRS rules for contributions

Filing Addresses for Individual Tax Returns

Here are the filing addresses to be used by Florida Residents for submission of Federal Tax Returns (Note that we will provide addresses for all clients in other States along with pre-addressed envelopes):

Identity Protection PIN Program (IRS)

Available from IRS, Identity Protection PIN Opt-In Program

Standard Deduction - 2020-2021-2022

2022 Charitable Gift IRS Tax Tips

Individual Returns - Filing Dates 2022-2023

Key Federal Individual filing dates are listed here---NOTE: Business:--FL Sales Tax - Monthly remitters must pay by 20th of month following collection period. --Payroll Taxes are due on the 15th of the month following

Retirement Savings Limits 2020-2021-2022-2023

Itemized Deductions -- 2022

Below are listed several of the Itemized Deductions percentage limitations for use on Form 1040 Federal Tax Return:

2022 Taxes - Get Ready To File

Premium Tax Credit and Your 2022 Income Tax Returns

Underpayment/Estimated Tax Penalty-2022

Required Annual Payment AND Underpayment Penalty

IRS Refund Timing

2020 thru 2023 Wage Bases and Earnings Limits; Social Security and Medicare Benefits

The following numbers relate to various Social Security taxes. Also Social Security benefit and Medicare benefit outline.

1099 Rules for Rental Property Owners

Attention Rental Property Owners: 1099s are required for annual payments of $600 or more to individuals or partnerships.

Standard Mileage Rates - 2020 thru 2023

Client Advisor

Identity Theft Issues --??

IRS Change of Address

Important IRS Telephone Numbers

Estate and Gift Tax

Inflation Rate History by Period

Inflation Rate History based on the Annual Consumer Price Index (CPI)

Recordkeeping Requirements

How long should you keep tax records? If your attic is getting filled up with old records, perhaps this will help.

Identity Theft or Tax Refund Fraud

Info on how to prevent Tax Return identity theft OR what to do in the case it has happened to you.

Individual Returns - IRS Statistics

Available Individual Tax Return statistics (Source: taxfoundation.org). Find out where you are in regard to average income--------------

IRS Collections

You wouldn't want to be in collections but in case you want to know--read the following info:

What Should You Do If You Can't Pay Your Taxes ?

Payment Options

Identity Theft & Your Taxes

Smart Finance

Pay Extra Principal on Mortgage -- ??

Several options are available that can significantly reduce interest charges over the life of a mortgage.

When to Refinance