Category Archives: Taxes

Your 15-point tax-return checklist

By Jeff Schnepper, MSN Money

Face it: The tax fairies aren’t going to file your tax return for you. Here’s a step-by-step guide to finding and filing those tax forms you’ve been avoiding.

It’s time to start thinking about getting those taxes done. Maybe you’re in a panic. Not to worry. Just follow Schnepper’s 15 steps to getting your taxes done, and you’ll be much happier. Ready? Here they are:

1. Get serious. Unless you’re focused, you’re going to see that receipt six times rather than the once you need. This is all mental now. Schedule a time to get to work and commit to that time. Then . . . Continue reading

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The 10 hardest retirement decisions

Before you decide to take this big step, take time to figure out the specifics: It can have a tremendous impact on the lifestyle that awaits.

The decision to retire can be sparked by a number of factors: reaching a specific age, hitting a savings goal or being laid off in a tumultuous job market. To support yourself without income from a job, you’ll have to make a series of choices about Social Security, health coverage and your investments. Here are 10 of the toughest decisions you will make before you retire.
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10 Tips for Taxpayers Hit by the Recession

By TARA SIEGEL BERNARD/ Reprinted from NY Times

For many tax filers, this tax season may be unlike any other.

If you’ve lost your job, are searching for a new one or attempting to strike out on your own, your tax return may be affected. The same is true if you are collecting unemployment, lost your home in foreclosure or tapped your retirement accounts early.

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7 Easy Steps to an Early Tax Refund

The sooner you get your money back from the IRS, the better, so start now. Get your taxes done faster and more accurately with these steps.

By Jeff Schnepper

MSN Money

If you want to get your 2009 taxes in early and get your refund quickly, here are Schnepper’s Seven Strategies to getting those dollars in your pockets ASAP. Here’s what you have to do:

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10 Ways to Lower your 2009 Taxes Now

Putting more in your 401k, buying a house or car, or giving to charity are among the moves that, if made by Dec. 31, will help shrink your tax bill next spring.

By Kimberly Lankford, Kiplinger’s Personal FinanceA reader wrote me recently: “I have discovered only three ways to cut my taxes: reduce income, give more to charity and incur major medical expenses. Is there anything else I can do?”

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10 Big Deductions Too Many People Miss

How many times have you done your taxes and, three weeks later, learned you had missed the opportunity for a deduction? Too many, I’m sure. How can you not miss these deductions the next time? Start

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