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Tax Resources

Where's my Federal Refund?

Where's my State Refund?

Affordable Care Act (Health Care)

Am I eligible for Health Insurance Coverage Exemption?

Am I eligible to claim the Premium Tax Credit?

Filing Requirement, Form to Use and Due Date

Do I need to file a tax return?

How do I file a Deceased Person's Tax Return?

What is the Simplest Form to File My Taxes?

What's my Federal Return Due Date and can I Extend it?

Shoud I File an Amended Return?

Filing Status, Dependents and Exemptions

Who may I claim as a dependent?

What is my filing status?

May I Claim an Exemption for Myself or My Spouse?

How Much Can I Deduct for Each Exemption I Claim?

Retirement, Pensions, IRA's and Social Security

Are My Social Security Benefits Taxable?

Is My Pension or Annuity Payment Taxable?

Do I Report the Transfer or Rollover of an IRA or Retirement Plan?

Is the Distribution from My Roth Account Taxable?

Business Tax Deadlines

Child Tax Benefits

Deductions

How much is my standard deduction?

Can I Claim a Deduction for Student Loan Interest?

Can I Deduct My Moving Expenses?

How Do I Claim My Gambling Winnings and/or Losses?

Itemized Deductions

Can I Deduct My Medical and Dental Expenses?

Can I Deduct My Mortgage-Related Expenses?

Can I Deduct My Charitable Contributions?

Can I claim my expenses as miscellaneous itemized deductions?

Can I Deduct Personal Taxes That I Pay as an Itemized Deduction on Schedule A?

Are My Work-Related Education Expenses Deductible?

Credits

Am I Eligible to Claim an Education Credit?

Is My Child a Qualifying Child for the Child Tax Credit?

Am I Eligible to Claim the Premium Tax Credit?

Am I Eligible to Claim the Child and Dependent Care Credit?

Do I Qualify for the Credit for the Elderly or Disabled?

Do I Qualify for the Retirement Savings Contributions Credit?

Is the Distribution from My Traditional, SEP or SIMPLE IRA Taxable?

Do I Meet an Exception to the Additional Tax on Early Distributions from IRAs or Retirement Plans?

Am I Eligible to Claim a Credit for Adopting a Child or to Exclude Employer-Provided Benefits?

Other Income

Do I Include My Scholarship, Fellowship, or Education Grant as Income on My Tax Return?

How Do I Claim My Gambling Winnings and/or Losses?

Can I exclude income earned in a foreign country?

Do I Have Income Subject to Self-Employment Tax?

Is My Residential Rental Income Taxable and/or Are My Expenses Deductible?

Is My Tip Income Taxable?

Are Payments I Receive for Being Unemployed Taxable?

email: rose@jm.cpa christie@jm.cpa

128 Union St #201, New Bedford, MA, 02740

Call: 508-997-5556

Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, we would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

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