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More - Jackie Perlman Quotes

The grandmother can't take the dependency exemption if the mother claims the child for the Earned-Income Tax Credit any longer under the new rules. - Jackie Perlman Quotes

The grandmother can't take the dependency exemption if the mother claims the child for the Earned-Income Tax Credit any longer under the new rules.

I once cashed out a bunch of savings bonds in the middle of the year and forgot about them. Then I got a nice little love note from the IRS saying they'd corrected my return. - Jackie Perlman Quotes

I once cashed out a bunch of savings bonds in the middle of the year and forgot about them. Then I got a nice little love note from the IRS saying they'd corrected my return.

Bonds

The home office deduction is more nuanced than people think. - Jackie Perlman Quotes

The home office deduction is more nuanced than people think.

Home

If you plan ahead and are conscious of taxes throughout the year, you'll save a lot of stress and possibly money come next April. - Jackie Perlman Quotes

If you plan ahead and are conscious of taxes throughout the year, you'll save a lot of stress and possibly money come next April.

The important thing to understand is there are certain things you can do. They may or may not help you. It's not something that is just totally and completely under control. - Jackie Perlman Quotes

The important thing to understand is there are certain things you can do. They may or may not help you. It's not something that is just totally and completely under control.

If you're weary of the stock market you can still save in a 401(k). Just choose a more conservative option. Some plans will even let you allocate to a money market fund. - Jackie Perlman Quotes

If you're weary of the stock market you can still save in a 401(k). Just choose a more conservative option. Some plans will even let you allocate to a money market fund.

My recommendation is to start small. You'll be surprised by just how many things you can use your FSA money for. - Jackie Perlman Quotes

My recommendation is to start small. You'll be surprised by just how many things you can use your FSA money for.

Money

You'd be amazed at the kind of things people come in and think they can deduct. If you're not sure about a deduction, talk to someone who knows the law, not your Uncle Louie. - Jackie Perlman Quotes

You'd be amazed at the kind of things people come in and think they can deduct. If you're not sure about a deduction, talk to someone who knows the law, not your Uncle Louie.

But don't just slap $10,000 of miscellaneous expenses on your return. You need to explain that you work for company XYZ and do not get reimbursed for XYZ expenses. - Jackie Perlman Quotes

But don't just slap $10,000 of miscellaneous expenses on your return. You need to explain that you work for company XYZ and do not get reimbursed for XYZ expenses.

Work

A day trader could have a couple thousand trades while even a more typical investor could still have 20 to 40 trades during a year. If you have a bunch of trades, you'd end having to pay an outrageous tax preparation fee because there'd be so many trades that would have to be typed in. - Jackie Perlman Quotes

A day trader could have a couple thousand trades while even a more typical investor could still have 20 to 40 trades during a year. If you have a bunch of trades, you'd end having to pay an outrageous tax preparation fee because there'd be so many trades that would have to be typed in.

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