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You do need to file if you want your refund. The IRS has a questionnaire to determine whether you need to file at all. (See the answer to question 4 about filing on time.) There is a failure to fil …

I need to file tax extensions. I already know I need to file Form 4868: Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. I expect a refund, so I'm sending no pa …

(Congratulations on the little one on the way.) I'd recommend saving outside of tax-advantaged accounts. Pay your taxes and be done with them. I'd recommend putting your old-age fund first before s …

It sounds like, essentially, a 2% fixed-rate mortgage for nearly 30 years. That's extraordinary. The payments on a 2% fixed-rate 30-year mortgage are more principal than interest from the start. Even …

IRS Publication 527 addresses these questions, particularly the section on Renting Part of Property. Please read for yourself but the gist, I believe, is: Paint your tenant's room, you can deduct t …

It may be a fight. This article discusses a similar issue. The recourse may center around proving that the lender violated the Fair Credit Billing Act by sending things to the wrong address. You'd wan …

I think about as close as you're going to get is to use a personal PayPal account, and set up a reminder to yourself to log in and send the money. (Because, as you said, setting up a recurring paymen …

This site has what appears to be a comprehensive listing of plan benefits by state. I don't know where you're planning to move, but here's Oregon's for example: Contributions to an Oregon 529 pla …

Don't know if this is broadly applicable but here's how the University of Minnesota handles it.

I'm confused with a number that H&R Block online is giving me with regard to depreciation. I put a dishwasher, which cost $629, in service in June 2010. On my 2010 taxes I took a 50% bonus depreciat …

It wouldn't hurt. Even if you haven't had any credit or loan activity, someone may have gotten a card or a loan under your name: identity theft. That gives you the opportunity to clear things up bef …

How you handle the exit strategy depends on how you entered it. I have a rental property, but it's a separate from my primary residence. So, deducting the mortgage interest, repairs, depreciation, e …

You may find some company who will insure you, but they won't pay anything based on what you already have. That's a pre-existing condition, and it's uninsurable. It's a bit like asking the casino if …

I said this in response to a similar question, but keep doing exactly what you're doing. Save as much as you can, while you can. Because as you do all of the things that people suggested in the comm …

Is your (and your spouse's, I assume) retirement fund in order? Make sure you're on track with that first. Your children are slated to go to college starting around 2024. The value of a college edu …