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Taxes

What Should You Keep?

 

What Should You Keep?

Even with less itemizing, there are still tax documents you want to retain for years to come.

 

Provided by Exemplar Financial Network

 

bigstock-Messy-Papers-131269.jpgFewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to hold onto for the future. Is it okay to shred more of them? Maybe not.

After Tax Organization in Four Simple Steps

After Tax Organization in Four Simple Steps

by Exemplar Financial Network


Now that you have filed your taxes and have put your financial records for 2015 behind you, what do you do with all of that paperwork?  And how do you stay organized throughout 2016 so that next year’s filing is a snap?  Taking a few simple organizational steps now and sticking with them for the next few months will make a big difference when you file next year.

What Should You Do With Your Tax Refund?

What Should You Do With Your Tax Refund?

 

A few possibilities to consider.

 

Presented by Exemplar Financial Network

 

bigstock-Tax-Return-Check-3982587.jpgWill you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to consider:

What Should You Do With Your Tax Refund?

What Should You Do With Your Tax Refund?

 

A few possibilities to consider.

 

Presented by Exemplar Financial Network

 

bigstock-Confused-businessman-standing--small.jpgWill you be receiving a tax refund this year? If so, you might want to think about the destiny of that money. Here are a few options to consider:

 

Will You Have to Pay Back Health Insurance Credits?

Will You Have to Pay Back Health Insurance Credits?

 

Millions of taxpayers may end up doing so in 2015.

 

Provided by Exemplar Financial Network

 

bigstock-Insurance-small.jpgIf you received a 2014 health insurance subsidy, you may get an unpleasant surprise. When the Health Insurance Marketplace (HIM) went online in late 2013, Americans shopping for coverage were asked to see if they qualified for a subsidy called the Premium Tax Credit. Millions of Americans did receive this federal assistance, which made it easier for them to pay health insurance premiums. PTCs were awarded based on household size and estimated 2014 household income.1

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