Money Saving Inquiries

How much could you save? Spend 10-15 minutes and find out. For  Tax Analysis – Click Here For  Mortgage Inquiry – Click Here For Real Estate Analysis – Click Here For  Investment Analysis – Click Here For Home Insurance Inquiry – Click Here For Auto Insurance Inquiry – Click Here For Life Insurance Inquiry – Click Here

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IRS – What if I change addresses?

As of this post, the most updated IRS Form for change of address is posted here: IRS Form 8822.  To get the most updated form, do a search for: “IRS Form 8822” So, what should I do if I move??  If you are waiting on a refund, all you can do is make sure you file a change of address with the US Post Office.  Hopefully, they get the job done and your refund gets routed to you.  Click Here for a link to change address for USPS. If no refund is pending, simply file the IRS Form 8822.  That will ensure that any and all IRS letters,…

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How long do I need to keep my tax records?

IRS rule is audits (and amending returns) can occur within 3 years of the date of filing a tax return. Then you and IRS are clear from revision, except…. IRS can and will pull returns from years previous to that – not necessarily to audit previous years, but for reference purposes (their records would likely be available to you too, should that occur). Meaning, they won’t necessarily audit those previous returns, but could use them to validate history if you “claimed” positions on those previous returns. So, you can get “stuck” with positions made from returns prior to that 3-year rule and there are times when records pertaining…

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