Cathy Marshall
We are retiring. Do we qualify for the pension exclusion?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My wife and I are planning to retire in July 2022. I’ll be 65 and she will be 62....
Cathy Marshall
N.J. says I owe more taxes. Should I pay while I fight?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. New Jersey flagged my income tax return, and now four months later, has informed...
Cathy Marshall
Who pays capital gains tax on this stock sale?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I am the executor for my mother’s will and I have to do the final distributions...
Cathy Marshall
What happens to this IRS debt when a person dies?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. What happens if a person dies owing the IRS and was having payments taken out of...
Cathy Marshall
I overpaid my estimated taxes. Can I get a refund now?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. I typed an additional zero on my estimated taxes. How do I claim a refund now? —...
