» Tax Return

Don’t Overlook Tax Returns for Your Gifts

April 3rd, 2013
You must report 2012 gifts on Form 709 even if you don’t owe tax. Among other things, that’s so the IRS will know how much of the $5.12 million ($5.25 million for 2013) tax-free amount you have used so far. April 15 is approaching fast, and the t… Read More
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Categories: Elder Law, Estate Planning
Tags: 2012, Gift Tax, Tax Return

Procrastinating on Filing Your 2012 Tax Return? Don’t Sweat It

March 1st, 2013
The IRS still needs time to prepare dozens of other forms and software programs for new and retroactive tax exemptions, credits, and other provisions tucked into the fiscal cliff bill, passed by Congress and signed by President Obama in early January… Read More
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Categories: Current Affairs, Estate Planning
Tags: IRS, Procrastination, Tax Return, taxes