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Top related persons:
Dow Jones - 9 Jarred - 1 Brian - 1 Deborah Smith - 1 That’s - 1 Deborah - 1 Jeff Bezos - 1 Origin’s - 1
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Search resuls for: "Laura Saunders"


25 mentions found


☆ How to Donate to Charity, Get a Tax Break and Have Income for Life
  + stars: | 2023-12-01 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Illustration: Jarred BriggsTax breaks for charitable donations come in many flavors, and this year Congress has a new one for seniors called an IRA charitable gift annuity. It allows older owners of traditional IRAs to donate account funds to a charity and get tax breaks plus income payments for life. Brian and Deborah Smith of Park City, Utah, plan to try this option next year. That’s when Deborah Smith turns 73 and has to begin required withdrawals from her traditional IRA. She will donate $53,000 of her $550,000 account to the Episcopal church where the couple is active and Deborah serves on the board.
Persons: Jarred, Brian, Deborah Smith, That’s, Deborah Organizations: Episcopal Locations: Park City , Utah
☆ Don’t Miss Out on Your 2023 Tax Breaks
  + stars: | 2023-11-10 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/taxes/2023-tax-breaks-ira-qcd-ev-878b50a3
Persons: Dow Jones
☆ Jeff Bezos Plans Miami Move for Family, Work…and It Might Help Tax-Wise, Too
  + stars: | 2023-11-03 | by ( Thomas Gryta | Laura Saunders | ) www.wsj.com   time to read: 1 min
Amazon founder and former CEO Jeff Bezos successfully completed the first manned mission of Blue Origin’s New Shepard spacecraft. In this video, WSJ looks back at the remarkable career of the world’s richest man. The Amazon.com founder and former CEO posted his plans on Instagram Thursday. “I want to be close to my parents, and Lauren and I love Miami,” he wrote, referring to his partner, Lauren Sanchez. He said his parents recently moved back to Miami, where he graduated from high school in 1982.
Persons: Jeff Bezos, Origin’s, Joe Raedle, “, Lauren, Miami, ”, Lauren Sanchez Organizations: Shepard Locations: Seattle, Miami
☆ Inflation-Proof Your Retirement Savings Now
  + stars: | 2023-10-20 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
It’s hard to find a more confusing “safe” investment than the government bonds called TIPS, for Treasury inflation-protected securities—and that includes the taxes on them. But people who avoid them now could be making a mistake, especially if they’re facing retirement. No wonder investors are bewildered. TIPS say they offer inflation protection, but last year, when inflation roared, many holders of funds with longer-term TIPS had steep negative returns. That’s because TIPS, like other bonds, suffer when interest rates rise.
Organizations: Treasury
☆ A Tax Break Worth the Hassles
  + stars: | 2023-09-22 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/taxes/qcd-ira-qualified-chartiable-distribution-dc3c9a96
Persons: Dow Jones
☆ Government Money-Market Funds Are Hot. There’s a State-Tax Catch.
  + stars: | 2023-09-08 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/taxes/bonds-bond-funds-state-taxes-cd066239
Persons: Dow Jones
☆ Paying Extra for Medicare? See If You’re Due a Refund
  + stars: | 2023-08-25 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/personal-finance/taxes/irmaa-medicare-surcharge-refund-rebate-4ca564ea
Persons: Dow Jones
☆ Tackling Retirement’s Tricky Tax Questions
  + stars: | 2023-08-11 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/tackling-retirements-tricky-tax-questions-f755409
Persons: Dow Jones
☆ Congress Ended a Tax Break. How That May Help Higher Earners.
  + stars: | 2023-08-04 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/congress-ended-a-tax-break-how-that-may-help-higher-earners-56287d07
Persons: Dow Jones
☆ The Apple Tax Play That Keeps Uncle Sam at Bay
  + stars: | 2023-07-21 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/bonds-taxes-corporate-apple-microsoft-12cad866
Persons: Dow Jones
☆ The ‘You-Make-a-Lot-of-Money Tax’ Hits More Americans
  + stars: | 2023-06-24 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/niit-tax-strategies-net-investment-income-1c2f8e25
Persons: Dow Jones
☆ The ‘You-Make-A-Lot-of-Money Tax’ Hits More Americans
  + stars: | 2023-06-23 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/niit-tax-strategies-net-investment-income-1c2f8e25
Persons: Dow Jones
☆ You Take a Friend on Your Yacht. Is It a Taxable Gift?
  + stars: | 2023-05-19 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/articles/you-take-a-friend-on-your-yacht-is-it-a-taxable-gift-c590b6a0
☆ Your Child Picked a College! Tee Up Your 529 Plan
  + stars: | 2023-05-05 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Biden’s student debt forgiveness plan isn’t the only change coming for student loan borrowers. His plan also fundamentally changes how loans will be repaid, turning many into, essentially, free college grants. This month kicked off with college decision day, the May 1 deadline for many high-school seniors to pick a school. It should also prompt parents to plan withdrawals from so-called 529 college-savings plans. “There’s so much focus on putting dollars into 529 plans that people forget about taking the money out—and parents procrastinate because they’re busy,” says Mary Morris , chief executive of Virginia529, which recently held $86 billion for savers.
☆ Your Income Taxes Are Due. Here’s Who Pays The Most.
  + stars: | 2023-04-14 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Now that you’ve paid your income taxes or are about to, let’s look at the big picture: Which of these statements is true about 2022 individual income taxes? (A) They’ll provide 35% of federal revenue for the year.
☆ Cryptocurrency Tax Guide: What to Know This Tax Season
  + stars: | 2023-04-01 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
The steep drop in cryptocurrency prices in 2022 and the bankruptcies of FTX and other exchanges have added complexity to crypto taxes. Do I have to tell the IRS that I own cryptocurrency? Not always—but crypto owners must answer a pointed question on the front page of the tax return, just below the taxpayer’s name and address.
☆ IRS Refunds Are Smaller as Tax Day Approaches
  + stars: | 2023-04-01 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
With about two weeks to go until Tax Day, more than 80 million Americans, or about half of total taxpayers, have filed their 2022 returns and claimed more than $172 billion in refunds. But total amount refunded is down about 9% from this point last year, according to Internal Revenue Service tax-season data as of March 24. Meanwhile, the average refund is $2,903, down about 11% from the average at this point last year.
☆ How You Can Grab a 0% Tax Rate
  + stars: | 2023-03-31 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Zero, zip, zilch: The U.S. tax code has a 0% rate on investment income, even for Americans with significant assets. The waning days of this tax-filing season are a good time to think about how to use it in the future. The zero rate isn’t a secret. It has been in effect since 2008, and nearly 11 million filers—about 7%—qualified for it in 2020, according to the latest Internal Revenue Service data. That total included about 34,000 filers earning $1 million or more.
☆ Capital-Gains Tax Rates and Tax Brackets
  + stars: | 2023-03-03 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Investors who have taxable accounts—as opposed to tax-favored retirement accounts such as individual retirement accounts (IRAs) or 401(k)s—are often eligible for lower tax rates on investment income and other benefits. What is capital gain or loss? When an investor sells a holding in a taxable account, the result is a capital gain or loss that is the difference between the investment’s original cost (plus adjustments) and its selling price.
☆ The Tax Play That Saves Some Couples Big Bucks
  + stars: | 2023-03-03 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Spencer Phillips, a 39-year-old orchestral musician who plays the bass violin, loves and trusts his wife of 10 years—but he refuses to file a joint income-tax return with her. Instead, Mr. Phillips and his wife opt into the “married, filing separately” status, called MFS, and each spouse reports only his or her income to the Internal Revenue Service. This saves them a lot of money: By filing separately, and so reducing his stated income, Mr. Phillips’s student-loan payments on about $200,000 of debt from the prestigious Eastman School of Music and other programs come to about $240 monthly instead of more than $1,000.
☆ Child Tax Credit: What to Know for 2022 and 2023
  + stars: | 2023-03-03 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
The 2017 tax overhaul doubled the maximum child tax credit to $2,000 from $1,000 for each child in a family under age 17 at year-end. It applies for both 2022 and 2023. What is the child tax credit? The credit—currently up to $2,000 for each child in a family under age 17 at year-end—is a dollar-for-dollar reduction in taxes that many families with children can claim. It begins to phase out at $400,000 of adjusted gross income for married joint filers and $200,000 for single filers.
☆ Standard Deduction 2022-2023: How Much Is It and Should I Take It?
  + stars: | 2023-02-28 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
When it comes to filing your taxes, one of the first big decisions to make is whether you’ll be taking the standard deduction or itemizing your deductions. Taxpayers taking the standard deduction don’t get a specific tax break for having mortgage interest, state and local taxes, or making charitable donations. That likely affects someone’s decisions about making donations or owning a home, among other things during tax season and beyond.
☆ Donald Trump’s Charitable Donations Varied Widely by Year
  + stars: | 2022-12-30 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
Former President Donald Trump‘s joint tax returns with his wife, Melania, for 2015 through 2020 reported deductions for cash contributions to charity that ranged from $0 in 2020, when the couple reported no taxable income, to a high of $1,860,963 in 2017. The couple’s total cash donations from 2015 through 2020 were $4.19 million. In addition, there were deductions for conservation easements in 2015 and 2016.
☆ Count Your Children: A Tax To-Do List for 2023
  + stars: | 2022-12-30 | by ( Laura Saunders | ) www.wsj.com   time to read: 1 min
A new year brings New Year’s Resolutions. With inflation still taking a toll and markets in turmoil, making smart tax moves–and avoiding dumb ones–brings real benefits in uncertain times. So here’s a clutch of tax resolutions for this year’s filing season and beyond. And here’s hoping that 2023 brings you health and wealth–and better odds of getting the IRS on the phone.
☆ IRS Delays Gig-Tax Filing Rule for Side Hustles of More Than $600
  + stars: | 2022-12-23 | by ( Laura Saunders | Richard Rubin | ) www.wsj.com   time to read: 1 min
The Internal Revenue Services postponed the reporting requirement after efforts in Congress failed to delay it or raise the $600 threshold. The Internal Revenue Service on Friday gave millions of Americans a one-year reprieve on new tax-reporting requirements, delaying implementation of a law that requires e-commerce platforms such as eBay , Etsy and Airbnb to give the tax agency information on users with more than $600 in revenue. The delay means the platforms won’t have to send sellers and the IRS a blizzard of 1099-K tax forms early in 2023, and it gives opponents of the $600 threshold more time to push for a change in the law next year.
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