WRITING · 2013–2014 · ARCHIVE
I / II · ABOUT THIS ARCHIVE
3 PIECES · 2013–2014
Three pieces from 2013 and 2014. The specific rules have shifted — tax law always does — but the questions these address still come up: what counts as a deductible contribution, why filing season opened late that year, how the ACA intersects with your return. Read them as starting points, not current guidance. For the current answer, call.
II / II · THE ARCHIVE
LATEST FIRST
FEBRUARY 2014
ARCHIVED · 2014 EDITION
The Affordable Care Act took effect January 1, 2014 — and the confusion was immediate. This piece walks through who the mandate covers, who qualifies for an exemption, when penalties apply, and how the premium assistance credit works for moderate-to-low-income households buying through the Marketplace.
JANUARY 2014
ARCHIVED · 2014 EDITION
Expecting a refund and planning to file early? The 2014 season opened January 31 — three weeks late, thanks to the October government shutdown. E-filing still beats paper. April 15th held.
DECEMBER 2013
ARCHIVED · 2013 EDITION
Charitable giving is deductible — but only when done right. This piece covers what qualifies, what disqualifies, and the substantiation rules: bank records for smaller amounts, written acknowledgement from the organization at the $250 threshold.
END OF ARCHIVE