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What is Tax Form 5498?
By: Lauren Hargrave
If you’re the owner of an HSA, sometime in May (at least by June 1st) you will receive Tax Form 5498 from the trustee or administrator of your account. You may panic, because it looks like something that you should have submitted with your income taxes. Fear not, this form is only for your informational purposes.
How to Approach Your Taxes in Your 50s
As you settle into your 50s, you may feel busier than ever before. Trying to juggle your ever-increasing family activities with demands at work isn’t easy. With so much going on, it’s easy to overlook one of your biggest milestones yet to come: retirement. Like it or not, your golden years maybe a decade or…
How to Approach Taxes in Your 30s
By: Lauren Hargrave
In your 30s, there are lots of exciting things to look forward to. You may save enough to buy a first home. Or, you may decide to have children. It’s also a big decade for your career. With ten years of experience, you may have more responsibility. Sometimes, this comes with a bigger paycheck, to…
How to Approach Taxes in your 20s
When you are starting out, there is a lot to juggle. Student loans, office politics, dating, and roommates to name a few. Your mountain of responsibilities may not leave time for anything else. So being proactive with money — especially taxes — may be at the bottom of your priorities. No one expects you to…
What you need to file your 2019 taxes
If you are like most people, the painful memories of tax season often fade by the summer. After making a payment or getting a return, taxes are no longer a priority. Several months later, taxes may re-enter your mind. By then, last year’s trouble is a distant memory, making it easy to repeat past mistakes….
2019 Tax Checklist: The Ultimate Guide to a Pain-Free Return
Life is full of things you love to avoid. Why bother with insurance, going to the dentist, or paying for car repairs when you would rather do just about anything else. Taxes may be high on your long list of “to-don’ts.” And while we know they are about as fun as flossing, your annual tax…