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Category: individual

Taxes From A To Z (2015): A Is For Actual Expense Method

Kelly Phillips ErbMarch 3, 2015

It’s my annual “Taxes from A to Z” series! For the series, I’ll focus on terms that you might see on your tax forms and

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Looking For Your Refund? Need To Ask A Question? Finding Answers At IRS.

Kelly Phillips ErbFebruary 25, 2015

Looking for help with your tax return? Have tax questions this season? Need to contact the Internal Revenue Service (IRS)? Despite dire warnings about limited

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What If Tax Refund Theft Isn't Really About Refund Theft?

Kelly Phillips ErbFebruary 23, 2015

Jim* (not his real name) knows all about the importance of having a secure password for his financial accounts. It’s what he does for a

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Skittish About Filing Online? How To Find Paper Forms, Pubs & Instructions

Kelly Phillips ErbFebruary 20, 2015

With concerns about identity theft continuing to mount, some taxpayers are wondering: Whatever happened to paper forms? That’s right. There was a time – not

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Intuit & Apple Have Changed The Rules For TurboTax Users

Kelly Phillips ErbFebruary 19, 2015

When it comes to choosing a tax preparation platform, some taxpayers like the opportunity to create and file a tax return on the internet by

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Filing As Single Or Married: When 'It's Complicated' Isn't A Choice On Your Tax Return

Kelly Phillips ErbFebruary 14, 2015

It’s Valentine’s Day. Traditionally, it’s a day filled with candy, flowers and fancy dinners, all while celebrating (or alternatively, trying to make sense of) your

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Are You Insured? Obamacare Deadline Quickly Approaching

Kelly Phillips ErbFebruary 12, 2015

Are you insured? If not, this weekend marks your last opportunity to enroll in health insurance for 2015 through the Marketplace. The deadline is February

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Never Planning To Retire? Watch For These Social Security And Tax Traps

Kelly Phillips ErbFebruary 11, 2015

Last year Alice Finch Lee passed away at the age of 103. The older sister of author Harper Lee, she was also known for her

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Connecticut Taxpayers Warned To File Early After Anthem Data Breach

Kelly Phillips ErbFebruary 10, 2015

The Connecticut Department of Revenue has issued a warning to customers who might have been affected by the Anthem data breach. On the Department of

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TurboTax Resumes State Filings As Taxpayers Try To Make Sense Of What Happened

Kelly Phillips ErbFebruary 7, 2015

TurboTax has resumed acceptance of electronically filed state tax returns after temporarily turning off service in all states on Thursday, February 5 after reports of

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