Changes in the 1099-K Reporting Threshold

Changes in the 1099-K Reporting Threshold

On December 23, 2022, the IRS stated that it would postpone the $600 reporting requirement for Form 1099-K that was scheduled to take effect during the 2022 tax year. Instead, these obligations have been delayed by one year to give people more time to prepare. Form...
Reporting rules changed for Form 1099-K

Reporting rules changed for Form 1099-K

Prior to 2022, Form 1099-K was provided only for third-party network transactions that fulfilled both of the following criteria: There were more than 200 transactions in all. The total value of transactions surpassed $20,000 The American Rescue Plan Act of 2021 (ARPA)...
Five Overlooked Tax Breaks for Individuals

Five Overlooked Tax Breaks for Individuals

Are you unsure of what credits and deductions you may claim on your 2023 tax return? You’re not the only one!  With tax legislation getting increasingly convoluted by the year, it’s difficult to remember which tax incentives are available each year. Keeping this in...
Highlights of the Secure 2.0 Act of 2022

Highlights of the Secure 2.0 Act of 2022

President Biden passed the $1.66 trillion Consolidated Appropriations Act on December 29, 2022. The SECURE Act 2.0 of 2022, which incorporates a variety of tax measures linked to retirement, is included in the 4,155-page law. Let’s go through the highlights: Automatic...