Legacy Tax & Resolution Services

Unemployed by COVID-19? Special Benefits May Apply to You

Article Highlights: Pandemic Unemployment Assistance  Benefit Extensions  Self-employed Coverage  Taxability  Withholding – Estimated Payments  The CARES Act includes Pandemic Unemployment Assistance (PUA) provisions that extend and supplement state-provided unemployment insurance and are intended to lessen the financial burdens on individuals who have lost their jobs because of the COVID-19 emergency by allowing states to extend […]

Paycheck Protection Program and Health Care Enhancement Act: What’s In It?

President Trump has signed the Paycheck Protection Program and Health Care Enhancement Act (PPP & HCE Act), a $484 billion package which was passed by both the Senate and the House the week of April 20, 2020. PPP & The CARES Act Following the passage of the $2.2 trillion CARES Act stimulus package at the end of […]

When Will I Get My Stimulus Check?

Article Highlights: Direct Deposit Stimulus Payments  Reasons You May Not Be Receiving a Stimulus Payment  Stimulus Payment Phase-Out  Payment Schedule by Check  Non-Filers  The IRS has already sent out 80 million stimulus payments to taxpayers that included their direct deposit information on their most recently filed 2019 or 2018 return. So, if you had filed […]

Are You Eligible For a 2018 Tax Refund?

Article Highlights: Deduction for Mortgage Insurance Premiums  Exclusion of Principal Residence Indebtedness Forgiveness Income  Residential Energy Property Tax Credit  Above-the-line Deduction for Tuition & Related Expenses  More Favorable Kiddie Tax Computation  Alternative Fuel Vehicle Refueling Property Tax Credit  Qualified Fuel Cell Motor Vehicle Tax Credit  2-Wheeled (Motorcycle) Vehicle Tax Credit  Tax Credit for Building New […]

Checking Your Federal Refund Status Is Easy

Article Highlights 24/7 Access  Quick Posting  Direct Deposit  Necessary Information  If you have already filed your federal tax return and are due to receive a refund, you can check the status of your refund online. Where’s My Refund? is an interactive tool on the IRS website. Regardless of whether you have split your refund among several […]

Forced to Return to U.S. From a Foreign Job? IRS Has Provided Time Waivers for Exclusion

Article Highlights: Foreign Income Exclusion  COVID-19 Interference  Maximum Exclusion  Waivers  Example  The IRS has provided relief for taxpayers who were working abroad and returned to the U.S. because of the COVID-19 pandemic before meeting the foreign residency requirements that would qualify them to exclude or deduct all or a portion of the income they earned […]

Unraveling the Economic Impact Payment Confusion

Article Highlights: Background  How to Compute the Payment  Advance Payments Based on 2019 or 2018 Tax Returns  Advance Payments for Retirees, Disabled and Veterans  Advance Payments for Non-filers  Schedule Payment by Check  2020 Return Payment Reconciliation  Millions of Americans have already received their economic impact payments authorized by the Coronavirus Aid, Relief, and Economic Security […]

New $3 Trillion Coronavirus Relief Bill Proposed by House Democrats

As the coronavirus continues to lay waste to the American economy, legislators are hoping to provide additional relief and to shore up the country’s healthcare system. To that end, Democrats in the House of Representatives have proposed a new relief bill encompassed in an 1,800-page document. The entire body voted on this bill on May […]

Big Tax Break for Adoptive Parents

Article Highlights: Qualifying Adoptions  Credit Amount  Credit Carryover  Qualifying Expenses  High-Income Credit Phase-out  Employer Adoption Assistance Program  Failed Adoptions  Foreign Adoptions  If you are an adoptive parent or are planning to adopt a child, you may qualify for a substantial income tax credit. The amount of the credit is based on the expenses incurred that […]