Legacy Tax & Resolution Services

Do You Understand Tax Lingo?

Article Highlights Filing status Adjusted gross income (AGI) Taxable income Marginal tax rate Alternative minimum tax (AMT) Tax Credits Underpayment of estimated tax penalty When discussing taxes, reading tax-related articles or trying to decipher tax form instructions, one needs to understand the lingo and acronyms used by tax professionals and authors to be able to […]

IRS Reference Code 1181

You can check the status of your return and your refund check (for paper returns) or direct deposit (for electronic returns) at the IRS.gov website. The “Where’s My Refund?” portal provides an estimate of when you should expect your refund and any status using a reference code.   See a quick reference guide in plain language to […]

Tax Tips for Recently Married Taxpayers

Article Highlights: Social Security Administration  Contractors  Internal Revenue Service  U.S. Postal Service  Withholding & Estimated Tax Payments  Health Insurance Marketplace  This is the time of year for many couples to tie the knot. When you marry, here are some post-marriage tips to help you avoid stress at tax time. Notify the Social Security Administration − Report […]

IRS Reference Code 1161

You can check the status of your return and your refund check (for paper returns) or direct deposit (for electronic returns) at the IRS.gov website. The “Where’s My Refund?” portal provides an estimate of when you should expect your refund and any status using a reference code.   See a quick reference guide in plain language to […]

IRS Reference Code 1141

You can check the status of your return and your refund check (for paper returns) or direct deposit (for electronic returns) at the IRS.gov website. The “Where’s My Refund?” portal provides an estimate of when you should expect your refund and any status using a reference code.   See a quick reference guide in plain language to […]

IRS Reference Code 1121

You can check the status of your return and your refund check (for paper returns) or direct deposit (for electronic returns) at the IRS.gov website. The “Where’s My Refund?” portal provides an estimate of when you should expect your refund and any status using a reference code.   See a quick reference guide in plain language to […]

June 15 Is an Important Filing Deadline

Article Highlights: Americans Living and Working Abroad  Extension Requests  Report of Foreign Bank and Financial Accounts (FBAR)  Statement of Foreign Financial Assets  Estimated Tax Payments  Estimated Safe Harbors  June 15 is the due date both for Americans living and working outside the U.S. to file their 2021 federal income tax returns and for the second […]

IRS Reference Code 1001

You can check the status of your return and your refund check (for paper returns) or direct deposit (for electronic returns) at the IRS.gov website. The “Where’s My Refund?” portal provides an estimate of when you should expect your refund and any status using a reference code.   See a quick reference guide in plain language to […]

What You Need to Know about Student Loan Interest

Article Highlights: Home Equity Loan  Home Equity Interest Deduction  Alternative Minimum Tax  Above-the-Line Interest Deduction  Qualified Expenses If you are considering borrowing funds to finance your college education or that of your spouse or children, it is important that you understand that the student loan interest deduction is not limited to the interest paid on […]

IRS Reference Code 1061

You can check the status of your return and your refund check (for paper returns) or direct deposit (for electronic returns) at the IRS.gov website. The “Where’s My Refund?” portal provides an estimate of when you should expect your refund and any status using a reference code.   See a quick reference guide in plain language to […]