Tax News from Fairmark

News and features from the world of taxes and investing

Updated July 23, 2008


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Current feature

Filing Season Preview

July 23: Be prepared for some confusion next tax season as taxpayers deal with a 29-line worksheet to figure the additional credit, if any, they'll receive in connection with the economic stimulus payment.

details: Filing Season Preview


Previous feature

The Market Answers Our Prayers

July 7: A decline in the stock market doesn't have to be a misfortune.

details: The Market Answers Our Prayers


Previous feature

When the Going Gets Rough, Go Roth

June 30: When a tough economy has people tapping retirement accounts prior to retirement, Roth accounts provide a better result.

details: When the Going Gets Rough, Go Roth


More News and Features

2008

June 18: A Fix for the Estate Tax Exemption

May 1: Stimulus Payments in IRAs

April 28: Update on Stimulus Payments

April 18: Capital Gain: What Obama Should Have Said

April 16: Erosion of a Good Idea

April 14: Crunch Time

April 4: Help Wanted at IRS

March 27: Converting Inherited Accounts

March 26: IRS Owes You Over $1 Billion for 2004

March 18: The Man Who Blew the Return

March 10: Option Technique is Patent Nonsense

February 29: The Best Way to File Your Return

February 28: IRS to Send Stimulus Notice

February 26: Capital Gains on Leap Year Day

February 25: 401k Participant Can Sue

February 19: New Roadblock for AMT Reform

February 13: Fairmark: Ban Free File Age Bias

February 11: Filing Extensions to be Costly for Some

February 8: Economic Stimulus a Done Deal

February 7: Beware Capital Loss Whipsaw

February 6: Bush Push for Basis Reporting

February 5: Bush Proposal: Expand AMT

February 4: Celebrity Justice, Tax Edition

February 2: IRS Targets 529 Plan Abuse

January 31: Economic Stimulus Rebate Recalibrated

January 30: Rebate Miscalculation?

January 27: FairTax Rate a Matter of Perspective

January 25: Economic Stimulus Tax Rebate

January 23: Free File Survival Guide

January 18: Stimulating Discussion

January 17: Trust Advisory Fees Subject to Floor

January 14: Income Tax Filing Season Under Way

January 10: Don't Overlook Savings Credit

January 7: Advantage of Early Roth Conversion

2007

December 31: AMT Credit Technical Correction

December 28: Tax Season to Start on Time

December 27: Last Chance to Soak up Capital Losses

December 25: A Gift to Start a Roth IRA

December 21: Relief from Tax in Foreclosure (updated February 4)

December 20: AMT Relief: It's Official

December 20:  Wash Sales and IRAs

December 19: Year-End Planning for ISOs


New@Fairmark.com

Full guidance on the refundable AMT credit

We've posted complete guidance on the refundable AMT credit, detailing how it's calculated and pointing out various "gotchas" that will prevent some people from getting the benefit they might expect.

Details: Refundable AMT Credit

New feature: Fairmark Tracker

We've added a new feature we think many of our readers will appreciate. Fairmark Tracker provides a way to check on  the current status of ongoing stories. What ever happened to that proposal to provide tax relief to people in mortgage foreclosure? What's going on with the AMT patch legislation? What about all those other tax provisions that expired at the end of 2007? Fairmark Tracker answers these questions and more.

Roth book available

Our book, Go Roth!, provides complete guidance in plain language on the Roth IRA, Roth 401k and Roth 403b.

Details and ordering: Go Roth!


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