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.

Tax Withholding

Tax Withholding

Most people have a portion of their paycheck withheld to pay the federal income tax and, in some cases, a state tax as well. After deductions and tax credits are figured in, the amount paid often exceeds the actual amount owed, and a tax refund is issued. If you didn’t have any federal taxes withheld from your paycheck you may still ...

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Turbotax® Basic Cd

Turbotax® Basic Cd

Most state programs are available in January. Release dates vary by state. Online AL, DC and TN do not support nonresident forms for state e-file. Software DE, HI, LA, ND and VT do not support part-year or nonresident forms. We will automatically transfer information from your federal tax return to your state tax return. Our Simply Free ...

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Institution

Institution

Our partners cannot pay us to guarantee favorable reviews of their products or services. For subsequent students, change all entries to reflect inclusion of previous students’ education choice. For each education option, enter the amounts into TaxSlayer, record the Refund Monitor amounts. Test the Tuition & Fees option first since ...

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Can I Claim The Lifetime Learning Credit?

Can I Claim The Lifetime Learning Credit?

Conditions and exceptions apply – see your Cardholder Agreement for details about reporting lost or stolen cards and liability for unauthorized transactions. The tax identity theft risk assessment will be provided in January 2019. The tax identity theft risk assessment is based on various data sources and actual risk may vary beyond factors ...

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The Medical Expense Deduction

The Medical Expense Deduction

Itemizing saves tax only if your total itemized deductions exceed your standard deduction. And with the TCJA’s near doubling of the standard deduction for 2018, many taxpayers who’ve typically itemized may no longer benefit from itemizing. Expenses reimbursed by insurance or paid with funds from a tax-advantaged account such as a ...

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The Standard Deduction

The Standard Deduction

We will select the correct deduction for your tax situation based on your answers to some simple tax questions. For more information about additional standard deduction for any disabilities, see Exemptions, Standard Deduction, and Filing Information. Are legally blind, refer to Publication 501, Exemptions, Standard Deduction, and Filing ...

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