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Professionals Column

Although the April tax-filing deadline has come and gone, it’s a question many clients ask throughout the year. Depending on which person you ask, you might get a range of responses:  from a …

Error on your tax return? Relax and amend it

An amended tax return generally allows you to file again to correct a mistake in your filing status, your income or to add deductions or credits you may have missed. Here are some points the IRS …

Last-second tax tips for procrastinators

 Can’t make the April 18 tax-filing deadline and need more time to file your tax return? You can get an automatic six-month extension of time to file from the IRS. Here are important things …

Retirement and tax savings

For decades, pre-tax savings for retirement was touted as beneficial to the saver. After all, you pay more taxes while working than during retirement so why not defer taxes on retirement income until …

Tax deadline help: Last-minute tips

According to the Internal Revenue Service, 20 to 25 percent of all Americans wait until the last two weeks before Tax Day (now extended to April 18) to prepare their taxes. With these tax-filing tips …

Pension topics: Consider rolling over a loan

Q: I’m a Tier 1 member of the Teachers' Retirement System of the City of New York. I plan to retire in about 2-3 years. At that time, I will have more than $400,000 in my annuity savings account …

When will your tax refund arrive?

Are you expecting a refund this year? Here are important items the IRS wants you to know about your refund.• Refund options. You have three options for receiving your Federal income-tax refund: …

Tax savings strategies you may be missing

Are you paying more tax than you need to? When it comes to filing taxes, getting the best returns is not about skill—it’s about what you know. Here are some tax strategies you may have …

Beware of tax-time errors on returns

Mistakes on tax returns mean they take longer to process, which in turn could cause your refund to arrive later. The IRS cautions against these common errors to ensure your …

Roth accounts and retirement

Are you investing in after-tax Roth accounts offered by the Deferred Compensation 457(b)/401(k) Plans of the City of New York? You should know these Roth account balances are …

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