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  • Recent Updates
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  • Annual Tax Releases
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Recent Updates

Can you deduct student loan interest on your tax return?

Aug 15 in Individual Tax Alerts, Tax Info

The federal student loan “pause” is coming to an end on August 31 after more than three years. If you have student loan debt, you may wonder whether you can deduct the interest you pay on your tax return. The answer may be yes, subject to certain limits. The deduction is phased out if your ... Read More ›

IRS provides transitional relief for RMDs and inherited IRAs

Jul 31 in Individual Tax Alerts, Tax Info

The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum distributions (RMDs) from retirement accounts. The guidance in IRS Notice 2023-54 also extends relief already granted to taxpayers covered by the so-called “10-year rule” for inherited IRAs and other defined contribution plans.

The ... Read More ›

That email or text from the IRS: It’s a scam!

Jul 10 in Individual Tax Alerts, Tax Info

“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the IRS. The scams may come in through email, text messages, telephone calls or regular mail. Criminals regularly target both individuals and businesses and often prey on the elderly.

Important: The IRS will never contact you by email, text ... Read More ›

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