technology insights
Can Medicaid Take an inherited IRA?
A state can’t claim your IRA to pay for Medicaid, whether or not you have beneficiaries, but normally, the state requires you to spend down your IRA asset...
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Technology Insights
technology insights
How can I get a copy of my 1099-R?
You can download your Form 1099-R by logging into your account online: You can also call them and request that they send a copy of your Form 1099-R at (88...
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technology insights
Why is my tax return always so small?
Answer: The most likely reason for the smaller refund, despite the higher salary is that you are now in a higher tax bracket. And you likely didn’t adjust...
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technology insights
What happens if your brother is on the deed?
If your brother is on the deed, your mother had to sign it to include his name. Children do not automatically inherit. It’s a matter of a parent’s choice....
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Does Hong Kong have a tax treaty with Australia?
Tax treaty between Australia and Hong Kong? No. However, Australia is likely to allow a foreign income tax offset for tax paid on Hong Kong-sourced income...
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technology insights
Are delivery drivers 1099?
The companies that hire them don’t usually withhold income or payroll taxes from their payments. At the end of the year, they typically receive a Form 109...
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Is interest income taxable in retirement?
Interest paid on investments in taxable accounts is taxed at your regular rate. But other income—from both your capital gains and qualifying dividends—is ...
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technology insights
Can I live anywhere with a remote job?
U.S. National remote jobs can be worked from anywhere in the U.S. Anywhere remote jobs can be done from anywhere in the world. Where to move if you can wo...
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technology insights
Can you run an Uber Eats restaurant from home?
A virtual restaurant allows you to re-purpose ingredients you already have, in a space you already use. Once your virtual restaurant has been activated, c...
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technology insights
What does TurboTax charge for state returns?
TurboTax is one of the most popular tax software providers, but it’s not the cheapest. TurboTax’s three DIY packages cost between $60 and $120 for federal...
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