Category: Filing & Refunds
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Filing a Final Tax Return for Someone Who Died
A final Form 1040 still must be filed for someone who died. Who signs it, when it is due, and how Form 1310 gets a refund released to the family.
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Split Your Refund Into Three Accounts With One Form
IRS Form 8888 lets you send one tax refund to up to three accounts, including an IRA. How the split works, the three-deposit limit and the rules to know.
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Injured Spouse Relief: Reclaiming Your Half of a Refund
If a joint tax refund was seized for your spouse’s old debt, Form 8379 can recover your share. Who qualifies, how to file, and how long it takes.
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How Long to Keep Tax Records, by the IRS Clock
Three years is the baseline for keeping tax records, but six, seven and forever all apply in specific cases. The IRS retention clocks, explained.
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Choosing a Tax Preparer: The Credentials That Count
Anyone can hang out a tax-prep shingle. Here is what CPA, EA and other credentials actually mean, how to verify a preparer, and the red flags to walk away from.