Form 5498

This form is filed for each person whom maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).

Publication 590-A

This publication discusses contributions to individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement. For information about distributions from an IRA, see Publication 590-B, Distributions from Individual Retirement Arrangements (IRAs).

Publication 590-B

This publication discusses distributions from individual retirement arrangements (IRAs). An IRA is a personal savings plan that gives you tax advantages for setting aside money for retirement. For information about contributions to an IRA, see Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs).

Publication 559 – IRD – Income in Respect of a Decedent

All income the decedent would have received had death not occurred that wasn’t properly includible on the final return is income in respect of a decedent.

MEC – Modified Endowment Contract

QLAC – Qualified Longevity Annuity Contract

Form 1040X – Amended U.S. Individual Income Tax Return

File this form to do the following: Correct Forms 1040, 1040A, 1040EZ, 1040NR, or 1040NR-EZ. Make certain elections after the prescribed deadline. Change amounts previously adjusted by the IRS. Make a claim for a carryback due to a loss or unused credit

IRSLinks

Divorced and Single Retirees Workshop! Hosted by Jean Dorrell

     You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres!      This is a special, one-time opportunity to have specific retirement questions answered if you are divorced or single. You will leave with a wealth of new knowledge and information concerning your retirement! […]

A fun evening at GarVino’s – Feb 6th & Feb 22

     You and a guest are invited to join us for a fun evening at GarVino’s for a wine tasting and heavy hors d’oeuvres on one of the following nights: Monday, February 6, 2017 at 5:00 – 7:00PM Wednesday, February 22, 2017 at 5:00 – 7:00PM **In order to attend, you must bring a guest who […]