Be Prepared: Pensions, Annuities, and Social Security
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Discussing regular payments made through pensions and annuities, as well as social security benefits, as they relate to tax preparation.
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Be Prepared: Interest, Dividends and Distributions
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Discussing investments and their yields, and how these returns factor into tax preparation.
Read MoreBe Prepared: Wages, the W-2, and 1098-E Forms
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Reviewing employee wages, salaries, taxes, and other forms of compensation, and how they are reported.
Read MoreBeing a Smart Banking Consumer: Checking Accounts
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Every bank has different names for checking accounts, but generally, they are all basically limited to a few specific types.
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