Archive for the ‘Tax Planning’ Category

How much should I have withheld from my paycheck?

Friday, April 23rd, 2010

Shocked by the size of the check you just wrote to the IRS?  Or happily planning how to spend that large refund check?  Ideally, your withholding should be sufficient to avoid penalties but not so high that you’re giving Uncle Sam a fat tax-free loan.

The IRS has a  useful calculator to help you determine what your federal income tax withholding should be.   Be aware that the calculator isn’t suitable for everyone.  For example, if your income is hard to predict or you pay self-employment tax, the results won’t be as reliable.  After you run the calculations, the site tells you exactly how to adjust your W-4 at work so you’re having the correct amount withheld.  If you receive a pension or annuity you can use IRS Form W-4P to start or change withholding from these payments.

For the withholding calculator, go to http://www.irs.gov/individuals/article/0,,id=96196,00.html.

Homebuyers Tax Credit to Be Expanded

Thursday, October 29th, 2009

A Senate panel has worked out a deal to extend the homebuyers’ tax credit program through April 2010. Income limits for eligibility would be extended too–to singles making up to $125,000 a year and couples making up to $225,000. Repeat buyers are included in this new expansion, but their tax credit will be $6500 versus $8000 for first-time buyers. Sales agreements must be in hand by April 30, but buyers will have until June 30 of next year to close the sale.