2021 Tax Filing Season

What’s special about this filing season, when we prepare returns for 2020.

There’s a lot going on in the 2021 filing season, much of it related to the pandemic. Here are the topics we’ve covered so far — or plan to cover.

Stimulus checks

The federal government made stimulus payments to most taxpayers in 2020 and early 2021. Here’s what you need to know about these payments.

  • Overview

Required minimum distributions

Retirement account owners didn’t have to take required minimum distributions for 2020. Those who took RMDs before learning this were allowed to roll the money back to their retirement accounts, but there are some twists.

Home office

No new rules here, but a new situation, where a lot more people are working from home.

More to come