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Monday, March 15, 2010
Financial Resource Center Channels
Get Organized for Tax Time

April 15 is quickly approaching. Visit our Consumer Resources channel for tips to help you get your documents organized for tax time. You’ll also find some questions to ask your tax preparer, so you can arrive at your tax return preparation appointment ready with questions that will help clarify the issues that concern you most.

Helpful Tax Tips from the IRS

The tax filing deadline is quickly approaching. Visit our Tax Planning channel for the top ten tax time tips from the IRS. In addition you’ll find facts the IRS wants you to know about dependents and exemptions before you file your 2009 tax return—and a couple of things that recently married or divorced people should do to ensure the name on your tax return matches the name registered with the Social Security Administration.

Tax Advantages of Owning a Home

If you own your own home, there are some significant tax advantages that can make the prospect more affordable. Visit our House & Home channel for some details to help you understand the tax implications of home ownership. You’ll also find some tips to help start budgeting for home improvements that you can complete during the warmer months.

Facts about Taking Early Distributions from Retirement Plans

Did you need to take an early distribution from your retirement plan last year? If so, the IRS wants you to know that there can be a tax impact to tapping your retirement fund. Visit our Savings & Investments channel to learn more—and to learn the facts about capital gains and losses and how they could affect your tax situation.

Five Ways to Offset Education Costs—and Tips for Avoiding Scams

College can be very expensive, so visit our Financial Planning channel for five ways to offset education costs. You’ll also tips on avoiding three scams that people try to pull during a tough economy.

 


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