Legacy Tax & Resolution Services

If You Are Facing Foreclosure, Here Are Tax Issues You Will Confront

Article Highlights: Mortgage Forbearance  Fannie Mae and Freddie Mac  Penalty Free Pension Plan Withdrawals  Cancellation of Debt Income  As part of the CARES Act, Congress provided temporary relief for homeowners with federally backed mortgages who were financially impacted by COVID-19. For those unable to keep up with their home mortgage payments, the relief provides mortgage […]

What Are the Tax Plans of the Major Parties’ Presidential Candidates?

Article Highlights: Tax Issues  Current Law  Trump Proposals  Biden Proposals  As the November elections approach, you might want to know what the two front-running presidential candidates’ tax plans for the future are. The following is an overview of their positions, at least what is known now. However, the political and economic landscapes can change, and […]

Individuals Have a New Opportunity to Receive $500 Economic Impact Payments for Their Children

Article Highlights: $500 Per Child Stimulus Payment  Non-Filer Tool  Those Who Have Already Used the Non-Filer Tool  Those Who Haven’t Used Non-Filer Tool  How Payment Will be Made  Get My Payment Tool  Non-Filers  The Internal Revenue Service has announced it will reopen the registration period for federal beneficiaries with children who didn’t receive a $500 […]

Do You Know Unemployment Benefits Are Taxable?

Article Highlights: CARES Act  Unemployment Benefits  States Taxation of Unemployment  Will Unemployment Be Taxable?  With the passage of the CARES Act stimulus package earlier this year, the federal government added $600 to the normal state weekly unemployment benefits and increased the number of benefit weeks to a total of 39. In many cases, workers are […]

September 2020 Individual Due Dates

September 1 – 2020 Fall and 2021 Tax Planning Contact this office to schedule a consultation appointment. September 10 – Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during August, you are required to report them to your employer on IRS Form 4070 […]

October’s Extended Due Date Is Fast Approaching

Article Highlights: October 15 extended due date for filing federal individual tax returns for 2019.  Late-filing penalty.  Interest on tax due.  Other October 15 deadlines.  Because of the COVID-19 pandemic emergency, the IRS postponed the original due date for filing 2019 returns to July 15, 2020. If you could not complete your 2019 tax return […]

Still Waiting for the IRS to Cash Your Check?

Article Highlights: IRS’s Unopened Mail Backlog  Uncashed Checks  Dishonored Payment Penalty  IRS Relief for Taxpayers  During the COVID-19 pandemic, the IRS has furloughed many of its employees or had them work from home to mitigate the spread of the virus. Many IRS offices remained shuttered for months, and a backlog of millions of pieces of […]

Are You Paying Too Much Interest on Your Home Mortgage?

Article Highlights: Lower Mortgage Interest Rates  Refinancing  Limits on Loan Terms  Limit on Home Mortgage Debt  Refinance Calculator  Interest rates are currently at an all-time low, and it may be time for you to consider refinancing your existing home mortgage to take advantage of these lower rates. Doing so may substantially reduce your monthly mortgage […]

October 2020 Individual Due Dates

October 13 – Report Tips to Employer If you are an employee who works for tips and received more than $20 in tips during September, you are required to report them to your employer on IRS Form 4070 no later than October 13. Your employer is required to withhold FICA taxes and income tax withholding […]

Solar Tax Credit is Sunsetting Soon

Article Highlights: Solar Credit Phasing Out Qualifying Property When is the Credit Available? Who Gets the Credit Multiple Installations Battery Installation Costs Basis Adjustment Association or Cooperative Costs Mixed-Use Property Newly Constructed Homes Utility Subsidy Solar Installations are Not for Everyone A federal tax credit for the purchase and installation costs of a residential solar […]