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New Sin Taxes: Vaping, Recreational Marijuana, and Sports Betting are on the...

States across the country are throwing a sin tax party and the guests of honor are vaping, recreational marijuana, and sports betting.  Each of these industries are taking off, and many states are...

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The Six New Schedules of Form 1040 Returns for Individuals in 2018

Individuals and tax return preparers have to contend with six new schedules as they file Form 1040 returns. The newly-organized 2018 Form 1040 is smaller than in previous years. However, the lines of...

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Trump Administration Asks for Comments to Help Employers to Keep...

The Trump administration is seeking comments on regulations that make it easier for employers to continue offering grandfathered health plans. The Affordable Care Act (ACA) carved out large regulatory...

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Securing Your Best Refund in 2019 Isn’t a Matter of Luck

Will you end up in the green this tax season? It’s the middle of March and you know what that means?  Yes!….Individual tax filers have approximately one month before the April 15th tax filing deadline!...

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New Federal Form 1040 Impact on State Individual Income Tax Forms

The impact of the newly designed 2018 federal Form 1040 on corresponding state individual income tax returns varies. Taxpayers may not see many changes to their state individual income tax return form...

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Partnership Section 179 Expensing and the Active Trade or Business Requirement

A partnership may elect to expense property under IRC §179 only if the partnership uses the property predominantly (more than 50%) in the active conduct of a trade or business. The determination of...

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State Income Tax and Federal Net Operating Losses

States differ in how they treat the federal net operating loss deduction on state corporate income tax returns. The variety of state approaches can make compliance complex for multistate corporations....

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Forms 1065 and 1066 No Longer Require Partnership Representative’s TIN

Forms 1065 and 1066 do not require the partnership representative’s TIN, according to a supplement added to the Form 1065 instructions. The new centralized audit rules require partnerships to use a...

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Employers: IRS Info Request on Your ACA Health Coverage Reporting May Be Coming

The IRS is sending information request Letter 5699 to Applicable Large Employers (ALEs) seeking information on why they are not current with their employee health coverage information reporting....

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Documentation Requirements Are Important Piece of Proposed Regs for FDII...

New proposed regulations for the foreign-derived intangible income (FDII) deduction include strict documentation requirements.  A recent KPMG audio conference stressed the importance of obtaining the...

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State Tax and Internet Data Collection: Extra Value in Customers and Users

States have made progress in taxing internet businesses from income tax to sales tax on interstate transactions, but what about the data customers and other internet users leave behind? There is no...

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An IP Holding Company and New Jersey: Facts Creating Nexus

The New Jersey tax court denied an intellectual property (IP) holding company’s summary judgment request regarding income tax nexus because the necessary facts were not properly before it. IP Holding...

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Wolters Kluwer Tax & Accounting Releases the “2019 Whole Ball of Tax” Resource

A key tool in your tax season survival kit So what is the Whole Ball of Tax (WBOT), and why should you care to have a copy?  Much like the multi-use benefits of a Swiss Army knife, the WBOT is many...

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State Response to Federal NOL Changes Under TCJA

With many state legislatures in full swing, state responses to changes in the NOL deduction made by the Tax Cuts and Jobs Act of 2017 (P.L. 115-97) (TCJA) are becoming more clear. States differ in how...

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Bipartisan IRS Reform Bill Advances to House Floor

A bipartisan bill that would reform the IRS for the first time in 20 years is headed to the House floor for a full chamber vote. The Taxpayer First Act (HR 1957) cleared the House Ways and Means...

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SECURE Act and RESA Bills: 3 Major Changes for IRAs

Bipartisan legislation that would change IRA rules on contributions and distributions, known as the SECURE Act and RESA, has cleared both the Senate Finance and the House Ways and Means Committees. The...

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State Income Tax for Mobile Workers: Senate Introduces Workforce...

To address the complexity of state income tax for mobile workers, U.S. Senators introduced the Mobile Workforce State Income Tax Simplification Act of 2019. The act would create a nationwide standard...

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Wolters Kluwer Outlines Tax Benefits for New Parents

Welcoming a child? The tax code is here to help Welcoming a new child into a family, can be very exciting, fulfilling, and rewarding but also very expensive. There are the hospital bills, baby’s room,...

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SECURE Act and RESA Bills – 401(k) Changes

401(k) plans may go through several changes if the bills known as the SECURE Act and RESA make it through Congress. The retirement savings legislation has cleared both the Senate Finance and the House...

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Wolters Kluwer Interview: Practitioner Q&A on the Section 199A Deduction

Republicans’ 2017 overhaul of the tax code created a new Section 199A 20-percent deduction of qualified business income (QBI). This new Section 199A QBI deduction, subject to certain limitations, is...

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