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.

The Difference Between B & C Forms

The Difference Between B & C Forms

If you already have a MFT SecureTransport service account, you can use the same account to transmit the 1095 files provided the filename starts with NJHIM. New Jersey will accept returns submitted in bulk filing by users of MFT . Files must be under 12 MB in size and may be split into multiple files. Ace sends Tim a Form 1095-B on January ...

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Forms & Instructions

Forms & Instructions

The head of household and qualifying widow statuses are not available since both require you to claim at least one dependent, which the 1040EZ does not allow. Form 1040 has many more income categories for items such as Social Security benefits and alimony, along with the ability to claim more deductions. By using a direct deposit instead of ...

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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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