When you are a resident of California or New Jersey, having an HSA and especially investing in the HSA require extra tax reporting. Here’s how to do it.
If IRS Offers Free Direct Filing How Many People Will Use It?
People aren’t looking for the easiest way to file their taxes. They are looking for ways to pay the least amount.
Import Quicken Downloads To Microsoft Money On Windows 10
Microsoft Money still works on Windows 10. You can make it import transactions in Quicken Web Connect format directly from the browser.
Stop Wasting Money On Doing Your Taxes
If you use a brick-and-mortar tax business for doing your tax returns, you pay hundreds of dollars, when you can do it all free with software. Stop throwing away your hard-earned money!
How To Report Backdoor Roth In TaxACT
Step-by-step walkthrough with screenshots for how to report backdoor Roth in TaxACT.
Tax Software Bake-Off: Self-Employed Health Insurance and ACA Premium Tax Credit
See how TurboTax, H&R Block, and TaxACT software handle the complex calculations for self-employed health insurance deduction and the premium tax credit under the Affordable Care Act.
Adjust Cost Basis for ESPP Sale In TaxACT
New IRS regulation makes it crucial to adjust the cost basis from 1099-B when you sell ESPP shares. Otherwise you will be double-taxed. Here’s how to do it in TaxACT.
Mint and Personal Capital vs Quicken and Microsoft Money
Mint and Personal Capital operate on a different philosophy than Quicken and Microsoft Money. Choose one that matches how you’d like to use the tool.
Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug
There is a small piece of unfinished business in my series for replacing Microsoft Money. After giving my requirements and looking at Quicken, GnuCash, and Moneydance, I came upon two OFX scripts for downloading transactions directly from the financial institutions, outside of Microsoft Money. Those scripts will take care of the transactions. They will also […]
Replacing Microsoft Money, Part 5: OFX Scripts
This is part 5 in my series for replacing Microsoft Money. I gave my requirements in part 1. Then I looked at Quicken, GnuCash, and Moneydance. I still haven’t found a perfect replacement for Microsoft Money. Money isn’t perfect either, but it’s working. Well, sort of. I already know the bugs and limitations and I […]
Replacing Microsoft Money, Part 4: Moneydance
After evaluating the alternatives, I discovered a way to automatically download the transactions and price quotes and feed them to Money after Microsoft pulls the plug. See follow-up posts: Replacing Microsoft Money, Part 5: OFX Scripts Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug. This is part 4 in my series for […]
Replacing Microsoft Money, Part 3: GnuCash
[Update on Sept. 5, 2009] After evaluating the alternatives, I discovered a way to automatically download the transactions and price quotes and feed them to Money after Microsoft pulls the plug. See follow-up posts Replacing Microsoft Money, Part 5: OFX Scripts and Download Price Quotes to Microsoft Money After Microsoft Pulls the Plug. This is […]