IRS updates

Coverdell ESA contribution limit quirks (age limit, rollover, phaseout)

Have you ever wondered why contributing to a Coverdell ESA isn’t always as straightforward as it seems? Between age limits, rollovers, and income phaseouts, navigating the rules can quickly become confusing. You’re not alone—many families aiming to …

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Form 8880 credit niche cases (low income, retirement saver’s credit, AGI)

Have you ever wondered if you're missing out on tax benefits simply because the information is not readily apparent? Picture this: You're filing your taxes and there’s a possibility that you could benefit from credits specifically designed f…

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