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MarionH
Employee Tax Expert
Employee Tax Expert
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Enrolled Agent, Tax Expert 10+ years.
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  • Payments received by a parent for providing homemaker or community connector services to their own child through a government-funded program must be reported as...
    MarionH
    Updated nov. 12, 2025
  • The Social Security Administration (SSA) automatically reviews your earnings record each year to determine if your new earnings could increase your monthly Soci...
    MarionH
    Updated oct. 22, 2025
  • Distributions from a Roth IRA that is less than 5 years old are subject to specific IRS rules that determine whether the withdrawal is tax-free or taxable, depe...
    MarionH
    Updated oct. 22, 2025
  • In addition,your dividends can be used to fund a donor-advised fund (DAF). This approach might be appealing if you value the long-term planning flexibility offe...
    MarionH
    Updated oct. 22, 2025
  • The taxability of dividends from mutual funds depends on the type of dividend you receive, as reported on Form 1099-DIV. Dividends can be categorized into the f...
    MarionH
    1
    Updated oct. 22, 2025
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