Roger Jellison

Roger Jellison
Roger is a seasoned finance and accounting professional with 8 years of public accounting and over 25 years of private company experience in a broad range of industries including manufacturing, distribution, technology (software, hardware, and telecom), construction, and services.

Sole Proprietor

Sole Proprietor

If you made self-employment income but also worked for someone else, you should use Long Schedule SE to make sure you don’t pay more self-employment tax than you need to. Andrew Martins has written more than 300 articles for business.com and Business News Daily focused on the tools and services that small businesses and entrepreneurs ...

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Instructions For Form 5695

Instructions For Form 5695

Printing or electronically filing your return reflects your satisfaction with TurboTax Online, at which time you will be required to pay or register for the product. The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, ...

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How Marriage Affects Your Tax Filing Status

How Marriage Affects Your Tax Filing Status

We also have a W-4 Calculator that allows you to see the effect that changing your withholding or filing status will have on your paychecks AND your tax refund. Try it out by clicking the “Tax Calculators and Tips” tab. An ITIN is an identification number issued by the U.S. government for tax reporting only. Having an ITIN does ...

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Business Optimization Blueprint

Business Optimization Blueprint

You must file a Form 1040 Schedule A form in order to tally your itemized deductions. Make sure you keep records of those items you deducted in case you’re audited by the IRS. If you owed money when you filed your state tax return for 2015 and paid them in the spring of 2016, be sure to deduct them on your 2016 federal return. If you ...

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How To Keep Your Side Hustle From Messing Up Your Taxes

How To Keep Your Side Hustle From Messing Up Your Taxes

In short, a NOL means your deductions are more substantial than your income. To know if you’re looking at a NOL for sure, you can use form 1045. You are being referred to Facet Wealth, INC.’s website (“Facet Wealth”) by NerdWallet, Inc., a solicitor of Facet Wealth (“Solicitor”). You’re expected to ...

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