Yesterday I responded to a question on the Financial Planning Magazine online discussion boards about running tax illustrations and comparisons using Excel.
A few years ago I came across Glenn Reeves’ Excel 1040 tool. This is a handy and fairly comprehensive tool based in Excel that does a good job performing many of the common calculations that populate Form 1040. Included are worksheets to enter W-2 income, Form 1099 distributions, Social Security, Schedule B Interest and Dividends… the list goes on and on.
Year after year more taxpayers potentially become subject to the separate tax system otherwise known as the
After several notices this year, I finally received my first phishing attempt by folks masquerading as the IRS. Here is their note below:
Notices from the IRS regarding the Economic Stimulus Payments are now being mailed to taxpayers. In case you haven’t received yours, I uploaded a PDF copy of one.
A little more than a week ago
Most people out there are well aware of Congress’ recent action to provide 


