Latest articles by Rocky Mengle
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Travel Tax Credit: Will Uncle Sam Pay You to Take a Vacation?
Tax Breaks There's a proposal in Congress to give you an "Explore America" tax credit of $4,000 or more to cover travel expenses. But don't pack your bags quite yet.
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Retirees Get Another Break with Expansion of RMD Waiver
Making Your Money Last The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to undo previous withdrawals.
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Property Tax Breaks for Retirees
Tax Breaks Planning to buy a home in a different state? Property taxes should be examined closely, because they can be quite a bit higher than income taxes in many places.
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RMD Waiver + Stimulus Check = Tax Credit
retirement For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year could mean they'll get a tax credit next year.
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IRS Allows Mid-Year Changes to Health Plans, Expands FSAs and More
taxes The added flexibility should help workers deal with unexpected medical and dependent care expenses from the coronavirus outbreak. But not every employee will benefit from the new IRS rules.
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The IRS is Now Taking Phone Calls About Stimulus Checks (But Service is Limited)
Tax Breaks You can finally talk to an IRS representative on the phone if you have stimulus check questions.
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5 HEROES Act Provisions with a Good Chance of Becoming Law
Politics The massive federal stimulus bill just passed by the House of Representatives is "dead on arrival" in the Senate. But a few proposals in the bill have enough bipartisan support to eventually become law.
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Don't Miss Today's Stimulus Check Direct Deposit Deadline (Hint: You Have Until Noon)
Tax Breaks The IRS set a deadline for getting stimulus check payments by direct deposit. If you don't act by noon today, you'll receive a paper check (which takes longer to arrive).
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When is the Mississippi State Tax Return Deadline in 2020?
tax deadline At one point the due date for filing your Mississippi income tax return was May 15, but it has been pushed back to a later date.
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Do People in Jail Get a Stimulus Check?
Tax Breaks The IRS released guidance on what people incarcerated in jail or prison should do if they receive a stimulus check.
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What to Do If You Get a Stimulus Check for a Deceased Person
Tax Breaks The IRS sent more than 1 million stimulus checks to dead people. If you received one for a family member who passed away, there are certain steps you must take right away.
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Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More
savings The coronavirus pandemic is killing our economy, and millennials are being hit particularly hard.
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Where's My Paper Stimulus Check? Some People May Have to Wait Until September
Tax Breaks The IRS is reportedly sending out 5 million paper checks per week. At that pace, some checks might not arrive for months.
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SSI Recipients with Children Can Get a Larger Stimulus Check (But Quick Action is Required)
Tax Breaks An extra $500 per child will be added to stimulus checks for disabled, blind, or elderly Supplemental Security Income recipients who didn't file a 2018 or 2019 tax return…if they beat an upcoming deadline.
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Some Veterans Can Get a Bigger Stimulus Check (If They Act Now)
Tax Breaks If you receive VA benefits and have dependent children, you might be able to boost your stimulus check by $500 or more. But you have to act by May 5.
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IRS Fixes Stimulus Check Portal (We Hope)
Tax Breaks After three nights of maintenance outages, the IRS says its "Get My Payment" tool is now working better than ever.
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Social Security Recipients Will Start Getting Stimulus Checks This Week
Tax Breaks The IRS is using information from the Social Security Administration to process stimulus payments for people who didn't file a 2018 or 2019 tax return.
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Stimulus Check Portal to be Shut Down Evenings for Maintenance
Tax Breaks With any luck, the IRS will fix the glitches with the "Get My Payment" tool that are preventing people from checking the status of their stimulus payment.
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Will You Have to Pay Back Any of Your Stimulus Check?
Tax Breaks People who, for whatever reason, got a larger stimulus check payment then they expected have been wondering if paybacks will be required. The IRS finally answered the question for most people.
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How to Get a Stimulus Check if You Don't File a Tax Return
Tax Breaks Economic stimulus payments are generally based on information from 2018 or 2019 tax returns, but non-filers can still get a check. Here's how.
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Stimulus Check Alert: Social Security Recipients with Children Must Act Now to Get Extra $500
Tax Breaks The IRS announced a new deadline for people receiving Social Security benefits who have dependents. Immediate action is required!
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Stimulus Check Tracker: What's With the "Payment Status Not Available" Message on the IRS's "Get My Payment" Tool?
Tax Breaks A lot of people are frustrated because they can't get any information from the IRS's stimulus payment tracking tool. Here's why.
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Social Security Recipients Will Receive a Stimulus Check Automatically
Tax Breaks Most people who receive Social Security benefits don't need to file a tax return or provide information to the IRS to get an economic impact payment.
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Veterans Receiving VA Benefits Will Automatically Receive Stimulus Checks
Tax Breaks No action is needed by most VA benefit recipients in order to receive an economic impact payment from the IRS.
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