In this episode, Dan Sipe and Ed Zurndorfer help you do so by digging into various rules and regulations that might affect your capital gains taxes. FEDLIFE Podcast (ep. 46): Sold Your Home in 2020? Here Are the Tax Consequences ... Read More

Individuals who owe on their 2020 returns can postpone their payments until May 17 without penalties and interest, regardless of the amount owed. Edward A. Zurndorfer The Treasury Department and the Internal Revenue Service announced on March 17 that the ... Read More

This column explains why what appears to be an incorrect 2020 Form 1099-R is in fact correct. Edward A. Zurndorfer Some federal employees and annuitants are reading this column now in early March, shortly after receiving their 2020 1099-R forms ... Read More

Dan Sipe and Ed Zurndorfer explore the five different types of tax filing statuses and discuss how they vary significantly based on the tax rates. They also talk about a common source of income for most people – capital gains ... Read More

This is the second FEDZONE column discussing the tax consequences of selling one’s personal residence. Read Part One Here. Edward A. Zurndorfer The previous FEDZONE column discussed the tax consequences of selling one’s primary personal residence at a net gain ... Read More

This is the first of two FEDZONE columns discussing the tax consequences of selling one’s personal residence. Edward A. Zurndorfer Although the COVID-19 pandemic wreaked havoc on many parts of the U.S. economy during 2020, one part of the U.S. ... Read More

Ed Zurndorfer explains the tax reporting rules of capital gains and losses related to investment assets Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. ... Read More

STWS Advisor Jen Meyer provides her recap of the week. This edition includes COVID relief, the second impeachment of Trump, and more. Jennifer Meyer, CFP© News for the week ending February 12th continued to focus on the COVID pandemic and ... Read More

In this episode, Dan Sipe and Ed Zurndorfer provide valuable insights into how the Consolidated Appropriations Act of 2020 affects your tax situation and Social Security benefits. They also discuss what the Earnings Test is all about, and its implications ... Read More

This column discusses under what conditions a dependent child has to file a 2020 federal income tax return and when a child’s income is taxed. Edward A. Zurndorfer Many employees have dependent children who received income during 2020. For example, ... Read More