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Taxgirl

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Category: individual

Sprinting Towards Tax Day: When, Where & How To Get Your Tax Returns To IRS

Kelly Phillips ErbApril 15, 2017

Ready to file your tax return but don’t know where, when or how? Here’s what you need to know in order to file on time for Tax Day, April 18.

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Taxpayers Have More Time To File In 2017: Tax Day Is April 18

Kelly Phillips ErbApril 15, 2017

Not yet ready to file your tax return? You have a few extra days in 2017. Here’s why you can file on April 18.

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Getting Your Financial House In Order: What To Keep And What To Toss

Kelly Phillips ErbApril 11, 2017

When it comes to financial cleaning, which records should you toss and which records should you keep – and what’s the best way to store them? From real estate to insurance to employee benefits, our investing team offers tips on how to get and stay organized.

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Which Documents To Save And Which Papers To Toss

Which Documents To Save And Which Papers To Toss

Kelly Phillips ErbApril 11, 2017November 18, 2019

If you’re engaging in a little financial spring cleaning this year, consider scanning your records and storing them electronically. From tax documents to employee benefits, here are some tips on what documents to toss or save.

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Financial Spring Cleaning: What To Keep & What To Toss After Tax Day

Kelly Phillips ErbApril 11, 2017

Wondering which records to keep and which to toss after Tax Day? Here’s what you need to know for your financial spring cleaning.

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If You're Not Ready To File Your Taxes, Here's How To Get An Extension

Kelly Phillips ErbApril 3, 2017

Not sure that you’ll going to be ready to file your tax return by Tax Day, April 18, 2017? Getting a tax extension is quick and easy. Here’s how.

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Filing Taxes For The First Time? Here's What You Need To Know

Kelly Phillips ErbApril 3, 2017

If you’ve been putting off filing your tax return because you’re not sure what to do, here are 11 things you need to know to get started.

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What Exactly Is The Alternative Minimum Tax (AMT)?

Kelly Phillips ErbMarch 15, 2017

Following the discussions about the release of President Trump’s 2005 tax returns on Rachel Maddow’s show last night, I immediately received some questions about the AMT (Alternative Minimum Tax). If you’re scratching your head wondering what the AMT is, exactly, here’s a brief explanation.

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Ice, Ice, Baby: Some Winter Weather Related Tax Tips

Kelly Phillips ErbMarch 14, 2017

As winter weather pounds the east coast, here’s what you need to know about expenses related to weather and tax breaks.

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Still Haven't Filed Your Taxes? You're Not Alone, Filings Are Down

Kelly Phillips ErbMarch 9, 2017

Despite the fact that the mandatory hold on certain tax refunds is now over, tax season remains sluggish according to data released by the Internal Revenue Service (IRS).

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