Roger Jellison

Roger Jellison
Roger is a seasoned finance and accounting professional with 8 years of public accounting and over 25 years of private company experience in a broad range of industries including manufacturing, distribution, technology (software, hardware, and telecom), construction, and services.

Tax Filing Options 2020

Tax Filing Options

I pre-registered for 2020 TaxChat services — Where will I find my 10% discount? The 10% pre-registration discount will automatically be applied when you enroll in 2021. Yes, you can still file a 2019 tax return. You generally have up to three years to claim a federal income tax refund. After three years the IRS simply won’t pay you the ...

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Irs Form 1040

Irs Form 1040

You still can’t itemize deductions, but can claim individual retirement account deductions and adjustments for student loans and other educational expenses. You also can claim certain credits for child and dependent care. Also, if you’re not a sole proprietor, you may need to file a separate tax return for the business. Page 2 is ...

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Buying A House With Family

Buying A House With Family

There were times we considered selling, but it has worked. In a home with so many people there was bound to be occasional contention. There were at least ten different opinions on everything from disciplining children to what to make for dinner, and how to load the dishwasher. What I discovered was that very few things are actually worth ...

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Turbotax 2014 Desktop Now Available

Turbotax 2014 Desktop Now Available

Valid for an original 2019 personal income tax return for our Tax Pro Go service only. Must provide a copy of a current police, firefighter, EMT, or healthcare worker ID to qualify. No cash value and void if transferred or where prohibited. Offer valid for returns filed 5/1/ /31/2020. If the return is not complete by 5/31, a $99 fee for ...

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Innovative Tax Relief

Innovative Tax Relief

C. If the subsequent payment is for additional liability, and no Form 1040X received, secure the Form 1040X from the taxpayer. For accounts with a RIVO -R freeze and a -A freeze, process the amended/duplicate return following normal procedures if the income and withholding can be verified per CC IRPTR as within RIVO tolerances. Status was ...

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How To Obtain A Copy Of Your Tax Return 2020

How To Obtain A Copy Of Your Tax Return

Down the left side of the screen, click on State Tax Summary to see the actual tax return that you prepared. Have you ever needed a tax return from a prior year, but either forgot where you put your copy or just didn’t have one to begin with? You can download your tax return using thePrint Centerand choose the option for all ...

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