Thanks to everyone for patiently waiting to file your taxes. For many it has been a long, much appreciated wait, and for some, we completely understand you have not dusted that file off yet, which is also ok. We have had…
We just received word that another run of corrected 1099’s has been shipped and as we draw closer to the official personal tax filing deadline, we are happy to announce no clients were caught in this one. We are in contact…
This year (tax year 2011), we are seeing more Wash Sales reported on tax returns. While we are not sure if this due to tax reporting or rebalancing results due to the latest years volatile capital market, we wanted to…
NUA's, Net Unrealized Appreciation strategies and examples
Form 8949 Box A, B, C explained
Corrected 1099 Quick Facts along with Tamarac, Donald the Brain
K-1's Explained and How to keep from accidentally being double taxed as a result of them
We know you have been waiting on the edge of your seats. So we are happy to announce, 1099’s for tax year 2011, have been posted electronically, and the paper versions are on their way to your mailbox. Remember our recommendations…
As most of you know we have been warning for over a year now, (2011 Rockwell and 2012 Rockwell Part 2) of government changes due to new cost basis reporting requirements. While we agree with the overdue changes which in the long run,…
As the tax forms flow to our mail and email boxes, we thought it was a good time to give you our gentle reminder NOT to file your taxes before late March or early April, especially given our “Rockwell Somebody’s…
