Resources for individual tax payers
Tax Document Checklist
This option provides comprehensive guidance to prepare your tax documents while uncovering allowable deductions that can maximize your tax savings.
Record Retention Guide
Filing your tax papers away can be a chore. Perhaps you need to make a clean sweep of the file cabinet. The IRS advises that you keep your tax returns forever, but much of the supporting documentation can be destroyed after the statute of limitations for the tax year is over {three years in most cases).
You can use the following guide to help make your decision.
How Your Tax Return Affects Medicare Premiums
How Your Tax Return Affects Medicare Premiums
Your tax return affects your Medicare Part B and Part D premiums through the Income-Related Monthly Adjustment Amount (IRMAA) which is a surcharge for higher income beneficiaries. This table shows how