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 Form 1099

Tax Form 1099

Department of Justice National Unemployment Insurance Fraud Task Force. Get your 1099-G form here . Individuals who have not established a UI username and password to manage their account will first be prompted to do so. For those who opted to receive their 1099-G form electronically, IDES will send an email notification with instructions to ...

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Your Taxable Income

Your Taxable Income

All employees must be fully (100%) vested in their elective deferrals. A plan may require completion of a specific number of years of service for vesting in other employer or matching contributions. There is no limit to the amount you can save in a Roth 401. If the plan document permits, the employer can make matching contributions for an ...

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Student Loan Interest

Student Loan Interest

The student loan interest deduction is taken as an adjustment when calculating your adjusted gross income, or AGI. This means you don’t have to itemize your deductions to take it. The 1098-T, Tuition Statement form reports tuition expenses you paid for college tuition that might entitle you to an adjustment to income or a tax ...

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Turbotax Discount 2021

Turbotax Discount

The software is entirely free, and you don’t even need to apply a TurboTax promo code to unlock access. Thanks to this TurboTax deal, it won’t cost you a penny to file or prepare your state and federal taxes. I have been using TurboTax to file my personal and business taxes for the last 13 years. Every year I would search for ...

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Turbotax® Deluxe Online Customer Ratings & Product Reviews

Turbotax® Deluxe Online Customer Ratings & Product Reviews

They can even patch into your computer screen to provide you with the most specific information. feature, which enables you to track your refund from filing through receipt. But, before you do, you should know that TurboTax offers a few very important guarantees. It gets a little more complicated when you have to enter stock transactions. ...

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Form 1098-c

Form 1098-c

Enrolled Agents do not provide legal representation; signed Power of Attorney required. Audit services constitute tax advice only. Consult an attorney for legal advice. H&R Block tax software and online prices are ultimately determined at the time of print or e-file. All prices are subject to change without notice. If the qualified ...

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