Reid Kopald
Articles
Form 8880: Credit for Qualified Retirement Savings Contribution
Disclaimer This article is for informational purposes only and does not constitute legal or tax advice. Always consult with a tax professional for your specific circumstances. ...
Guide to IRS Form 9465: Installment Agreement Request
As a taxpayer, there may be times when you find yourself unable to pay your tax bill in full. The IRS understands that this can happen and has created a solution for such situations - the IRS Form 9465, or the Installment Agreement Request. This form allows taxpayers to request a monthly payment plan to pay off their tax debt ...
Self-Directed IRA (SDIRA): Every detail you need to know
Disclaimer This article is for informational purposes only and does not constitute legal or tax advice. Always consult with a tax professional for your specific circumstances. ...
Maximizing your retirement contributions: Navigating IRA limits for 2024
In today's ever-changing global economy, the push towards retirement savings is more critical than ever. With the stock market's ups and downs, yet overall upward trajectory, savvy investors are looking to bolster their financial futures. It's essential, however, to approach this with caution — especially for...
Decoding Form 1310: A guide to claiming tax refunds for deceased taxpayers
In this guide, we'll shed light on Form 1310 - aptly named the Statement of Person Claiming Refund Due a Deceased Taxpayer. While the topic might seem a tad morbid, understanding this form is crucial for expats who find themselves handling the tax affairs of a departed loved one. The purpose of Form 1310 Fo...
Filing taxes for the deceased (A guide for the recently departed)
Death and taxes are two of life's certainties. But what happens when those two things collide? The process that factually is not as grim as it sounds. In fact, with a little bit of planning and organization, filing taxes for the deceased can be a straightforward process. So, step by step. But first - <...