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Two months until 1040 tax deadline…
Valentine’s Day is almost here. While most people are thinking of flowers and chocolates, your friendly, neighborhood tax preparer is already thinking about April 15th. IRS e-filing has officially opened and is now accepted returns. More importantly, official tax documents like W-2s and 1098 forms should have been received by... Read More
Can retired ministers claim a housing allowance?
The answer is yes. Clergy can claim a housing allowance from their denominational pension distributions, per Revenue Rulings 72-249 and 75-22. Keep in mind, taking housing allowance out of retirement instead of clergy wages does not change IRS limitations on the housing allowance. The amount you get to exclude from... Read More
What is the difference between standard and itemized deduction
It’s a good idea for people to find out if they should file using the standard deduction or itemize their deductions. Deductions reduce the amount of taxable income when filing a federal income tax return. In other words, they can reduce the amount of tax someone owes. Individuals should understand... Read More
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