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.

Form 1095-b

Form 1095-b

However, the tax reform bill passes in December of 2017 removes the penalty for not having insurance beginning in 2019. Recipients of Form 1095-B do not have to submit the form itself; they simply tick off a box on their returns, indicating how long they had health insurance coverage throughout the tax year. While the individual mandate ...

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Tax Software Survey

Tax Software Survey

Your organization has a wonderful program and for myself going thru this process for the first time was exciting. The best interest of a taxpayer making less than $34,000 a year is being able to easily file her taxes for free and not being presented sub-optimal options with confusing names. The most shameful part of TurboTax’s actions ...

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Where’s My Refund? How To Track Your Tax Refund Status

Where’s My Refund? How To Track Your Tax Refund Status

You may be charged an additional fee by the ATM operator . See your Cardholder Agreement for details on all ATM fees. Payroll, unemployment, government benefits and other direct deposit funds are available on effective date of settlement with provider. Please check with your employer or benefits provider as they may not offer direct deposit ...

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Steps To Claiming An Elderly Parent As A Dependent

Steps To Claiming An Elderly Parent As A Dependent

I make 35,000/year, and I turned 24 in November 2020. She does not provide 50% of support . Can my partner (we’re unmarried) claim me as a dependent-he provided more than half of my support for 2018. The specific I need answered is,my “gross wages “ for 2018 were $4779,however,my “taxable wages “ were $4124. If ...

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About Wheres My Refund

About Wheres My Refund

The IRS notes that most refunds are issued within 10 days for those who file returns electronically. Those filing paper returns can expect to wait weeks for their refund. Still, many want to know the status of their refund since hundreds and even thousands of dollars are often in limbo. For all prior tax year return statuses, you must ...

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In 1 Graphic, Heres What Uncle Sam Is Doing With Your Tax Money

In 1 Graphic, Heres What Uncle Sam Is Doing With Your Tax Money

At 15 percent of the federal budget, defense spending is the last major category of federal spending and has been falling as a percent of the budget for the last decade. These are the big programs that are funded by mandatory spending. While some of the money for these programs comes out of your check automatically, some comes from taxes on ...

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