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.

Turbotax® 2020

Turbotax® 2020

See your Cardholder or Account Agreement for details. It does not provide for reimbursement of any taxes, penalties, or interest imposed by taxing authorities and does not include legal representation. Additional terms and restrictions apply; SeeFree In-person Audit Supportfor complete details. 2018 is now the prior year. © 2021 Intuit ...

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100% Free Tax Filing For Simple Returns Only

100% Free Tax Filing For Simple Returns Only

Last year, TurboTax ended its “Absolute Zero” offering — charging nothing for both federal and state returns for taxpayers with the simple 1040EZ and 1040A forms — in mid-February. This year, TurboTax and TaxAct, which has matched its competitor’s offer, were still offering free federal and state filing as of March 8. ...

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The Premium Tax Credit

The Premium Tax Credit

However, if you receive advance payments of the credit, you will need to reconcile the payment with the actual premium tax credit amount (which is calculated by eFile.com on your tax return). With an annual income of $24,280 for 2020, John is eligible for a premium tax credit of $3,412 for the year. In February 2021, when John files his 2020 ...

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Qualified Dividends

Qualified Dividends

If you can’t find the information or it’s not there — sometimes companies write a prospectus as if you inherently know such stuff — check with the company’s investor relations department. On the day you purchase shares of preferred stock, there’s no taxation, but your basis in the stock is established at ...

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11 Tips For Making Your Charitable Donation Count On Your Taxes

11 Tips For Making Your Charitable Donation Count On Your Taxes

Minimum monthly payments apply. Line balance must be paid down to zero by February 15 each year. Year-round access may require an Emerald Savings®account. he Rapid Reload logo is a trademark owned by Wal-Mart Stores. When you think about it, those are pretty startling numbers. But another one of the benefits of living in an area like ...

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Taxing Working

Taxing Working

Generally, people can qualify for the credit if their income is more than 100% of the federal poverty guideline but less than 400% . This page specifically covers Form 8962, which is used for the Premium Tax Credit . If your household income on your tax return is more than 400 percent of the federal poverty line for your family size, you are ...

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