Using Form 1040 to uncover opportunities
The IRS tax Form 1040 can be used to launch financial planning discussions.
The IRS tax Form 1040 can be used to launch financial planning discussions.
This tax season marks the first time taxpayers who received federal subsidies to purchase insurance on health-care exchanges will have to report these tax credits on their returns, leading to confusion for some and a potential tax liability for others. Many subsidies — or Premium Tax Credits — were issued upfront and based on estimated