Sneaky Fast Arriving ES PMT Reminder (Monday June 17, 2024) … College Student Returns … Friday …
Q2 2024 ES PMT Reminder
Tag taxes
WOW – IRS Waives Annual Mandatory Distributions on 10 Year Rule RMD’s – Fourth Year In a Row- Surprise Surprise!
While we VERY carefully spoke of this rule change in our Q1 2024 Newsletter – On good authority the 10 Year annual MANDATORY RMD’s would likely commence this year… WRONG! IRS Waives Mandatory Annual RMD on 10 Year Rule Bottom…
Filing an Extension – Home stretch of Taxes – Friday ….
Yay…. We are collectively on the home stretch of tax season…. We know it has been a tougher season with extra forms due to the merger, but we are very proud of you guys… You did very well! The Extension…
More Work Flow Updates, Clients/Clients Only, The Proxy Vote – We Vote So You Do Not Have to AND Save Costs, Environment, Mailbox Space … Friday A Little More than a Week from Personal Tax Deadline …
AI Content Authenticity: AI used for Uncle Sam picture. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below…
Green Light FINALLY to File Tax Returns, Thanks for Your Patience … Freaky Good Fraud Text, Stay Vigilant …
AI Content Authenticity: AI was sued for image. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the…
New Follower Explanations – ANOTHER Dribble of Corrected 1099’s – Hold Off in Tax Filing if we have not Already – Whew … So far so good! … Long Weekend, Friday Holiday!
AI Content Authenticity: All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate. Our large…
ANOTHER find about Tax forms – If you have Electronic View/Statement Delivery – Likely No Paper Statements – Email Notification !
AI Content Authenticity: AI was used for Uncle Sam picture. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note…
Paper Tax form Reminder, Most not here yet … Our Internal Team versus calling 1-800 number (No need to Call and wait, we got you!) … Holiday Weekend … Friday …
Just a reminder, there are still mostly no 1099 miscellaneous forms yet. As expected near the end of the month, we think we’ll get our first major round of forms. Be sure to include both account statements for each account…
Tax Savings Reminders for those EARLY filers…. SEP, ROTH, IRA … Clients: You will Receive Paper Statements at the end of February …
Just a quick reminder that just because the calendar has turned… tax deductions are not all lost… SEP IRA and Roth are Still Available SEP’s aka Simplified Employee Pensions are basically beefed up iRA’s that offset 1099 income… go for…
REPOST: Q1 2024 J.K. Financial, Inc. Newsletter … Taxes, Taxes and More on Taxes … Work to Be Done in Economy Despite the Pivot … New Blog Site … By John Kvale CFA, CFP …
Q 4 2023 J.K. Financial, Inc. Newsletter, Pensions, Fight Fed, True Ups, Cyber