Dependents, H.S.A.
Valued GBE Clients,Many parts of health and child care are noted in the tax code. Not everyone realizes the depth or extent this is true. Lets examine a few topics that people tend to overlook.Health Savings Accounts (HSA) Most employer-provided health insurance...
Tax Forms
If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritrade or your stock brokerage firm in the mail the next 2-4 weeks.What is it?Form 5498 is information sent to the IRS by the trustees of Traditional, Roth,...
Contributions
This is the annual reminder — you have until April 15th to make your final Traditional IRA, Roth IRA, SEP IRA and i401k contributions.However, it usually takes time to process these funds so please make your individual retirement contributions this...
Housing
Valued Clients,As some of you may know the Internal Revenue Code 107(2) allowing church workers to deduct certain housing items against federal and state income taxes was challenged by the Freedom From Religion Foundation and ruled unconstitutional in the fall of 2017...
Tax Letters
LetterDid you receive a letter from the NE Dept of Revenue or other state tax department where you live, titled 1099-G? If so, you’re not alone.Why Did I Receive This Letter?Last year you received a state income tax refund and had itemized deductions.What Should I Do...
