2023 MyPay Tax Statement Schedule

2023 MyPay Tax Statement Schedule

Annuitant 1099-RAvailableRetiree & Former Spouse 1099-RAvailableCivilian Certificate for Income Tax Adjustment22 Dec 2023Navy Student Loan Repayment Program (SLRP) W-204 Jan 2024Reserve Air Force, Army, Navy, and Space Force W-2 05 Jan 2024 Army Non-Appropriated...
Standard vs Itemized Deductions

Standard vs Itemized Deductions

Clients often ask me why they can’t deduct their (you name it).  Unless you’re paying a high-interest home mortgage or contributing generously to charity, you probably don’t have enough eligible expenses to deduct on Schedule A.  Your...
529 Q&A

529 Q&A

We’ve been investing in 529s for our children for almost two decades. Like most of you, we hope to seamlessly combine our 529s with our Coverdell Educational Savings Accounts (ESA), Post 9/11 GI Bill benefits, scholarships, and education tax credits. With more...