Tax News from Fairmark
Archive of news and features from the world of taxes and investing
Updated March 15, 2009
Keep current with the Fairmark Newsletter.
2009
March 15: Refundable AMT Credit (complete details)
March 8: Isolating 401k Basis for a Conversion (technique for tax-free Roth conversion)
March 4: Your Chance to Collect $1.3 Billion (if you failed to file in 2005)
March 3: When Shares Lose Value (after exercising a stock option)
February 27: First-Time Homebuyer Credit (complete details)
February 23: "AMT Deficit" Goes On-Budget (a possible end to the annual AMT patch nonsense)
February 19: Recharacterization Blues (unexpected results when undoing a Roth conversion)
February 13: Tax Provisions of Recovery Act (summary of changes most important to you)
February 4: Recovery Rebate Credit for 2008 (avoiding mistakes on this confusing credit)
February 2: Filing Recommendations for 2009 (the best software and services)
January 22: Where's My 1099? (many of them will arrive later this year)
January 9: Big Increase in Estate Tax Exemption (shields more wealth from tax, but may require changes in estate plan)
January 7: Paygo Going, Gone? (loosening up on budget discipline)
January 2: 529 Accounts Gain Investment Flexibility (relaxed rules for changing investments)
2008
December 23: The Gift of Roth
December 18: Roth IRA: A Matchless Choice
December 13: RMD Relief Granted — for 2009
November 14: Minimum Distribution Relief?
November 6: Dealing with an Excess Contribution
October 27: Sell Before Fund Distribution?
October 10: The Duty of an Investor
October 7: Roth "Option" Set to Expire
October 6: Enhanced Refundable AMT Credit
October 3: House Passes Rescue Plan with Tax Changes
October 2: Tax Gambit in Senate Version of Rescue Plan
October 1: Tax Deadline Approaches
September 20: Inflation Adjustments for 2009
September 12: Trader Status: Lessons from a Recent Case
September 1: IRS to Suspend Collection Action for AMT
August 23: Jim Cramer's Approach: How Much Fun?
August 12: Taxpayer Victory in Demutualization Case
August 5: Home Gain Exclusion Restricted
August 1: New Property Tax Deduction
July 30: New Homebuyer Credit
July 23: Filing Season Preview
July 7: The Market Answers Our Prayers
June 30: When the Going Gets Rough, Go Roth
June 18: A Fix for the Estate Tax Exemption
May 1: Stimulus Payments in IRAs
April 28: Update on Stimulus Payments
April 18: Capital Gain: What Obama Should Have Said
April 16: Erosion of a Good Idea
April 14: Crunch Time
April 4: Help Wanted at IRS
March 27: Converting Inherited Accounts
March 26: IRS Owes You Over $1 Billion for 2004
March 18: The Man Who Blew the Return
March 10: Option Technique is Patent Nonsense
February 29: The Best Way to File Your Return
February 28: IRS to Send Stimulus Notice
February 26: Capital Gains on Leap Year Day
February 25: 401k Participant Can Sue
February 19: New Roadblock for AMT Reform
February 13: Fairmark: Ban Free File Age Bias
February 11: Filing Extensions to be Costly for Some
February 8: Economic Stimulus a Done Deal
February 7: Beware Capital Loss Whipsaw
February 6: Bush Push for Basis Reporting
February 5: Bush Proposal: Expand AMT
February 4: Celebrity Justice, Tax Edition
February 2: IRS Targets 529 Plan Abuse
January 31: Economic Stimulus Rebate Recalibrated
January 30: Rebate Miscalculation?
January 27: FairTax Rate a Matter of Perspective
January 25: Economic Stimulus Tax Rebate
January 23: Free File Survival Guide
January 18: Stimulating Discussion
January 17: Trust Advisory Fees Subject to Floor
January 14: Income Tax Filing Season Under Way
January 10: Don't Overlook Savings Credit
January 7: Advantage of Early Roth Conversion
2007
December 31: AMT Credit Technical Correction
December 28: Tax Season to Start on Time
December 27: Last Chance to Soak up Capital Losses
December 25: A Gift to Start a Roth IRA
December 21: Relief from Tax in Foreclosure (updated February 4)
December 20: AMT Relief: It's Official
December 20: Wash Sales and IRAs
December 19: Year-End Planning for ISOs
