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Article Title: 10 Forgotten Tax Tips For A Federal Tax Refund
Author: Huey Harden
Category: Taxes, Finance
Word Count: 780
Keywords: tax refund, tax credits, income tax, income tax return, unemployment, 
jobless
Author's Email Address: [email protected]
Article Source: http://www.distributeyourarticles.com
------------------ ARTICLE START ------------------

There are still 15 million people in the United States left jobless in the wake 
of the recent recession.

And at tax time, stress, worries and misinformation about taxes among the 
recently unemployed may be one reason IRS statistics show returns are lower 
this year by 3%.

While some unemployed workers may think they don't have to file if they didn't 
work throughout 2009, other in deep debt may have put off filing their tax 
returns, fearing they owe taxes with no money in their pocket.

What most people don't know is that unemployment benefits are taxable income, 
and must be reported. If you owe taxes and neglect to file, a higher penalty 
charge will burden you on top of what you were avoiding to pay in the first 
place.

Who knows? That loss in income can make it possible for you to claim credits 
and deductions that were unavailable before, and could lead to a bigger refund 
than you expect.

Here are some tips for filing a return when you're out of work:

1. The first $2,400 Dollars in Unemployment Claims Is Free

According to the 2009 stimulus bill, jobless citizens are exempted from the 
first few unemployment checks from taxes. Look into your Form 1099-G to see 
what benefits are listed. Subtract $2,400 from the total to figure out the 
taxable balance. If both members of a married couple filing a joint return are 
out of work, the tax-free amount doubles to $4,800.

2. Make the Calculations For Both Standard and Itemizing Options to See Which 
Saves More

Most taxpayers can choose whether to itemize. The standard deduction is easier, 
but not always the best choice, especially if you have a mortgage, high medical 
bills or other deductions. It's worth the time to calculate whether the 
standard deduction or itemizing will save you more.

3. Expenses Incurred In Job Hunting Are Deductible

According to Melissa Labant, a tax manager with the American Institute of 
Certified Public Accountants, "You don't actually have to get the new job in 
order to deduct those expenses."

Included with the job hunting expenses that are deductible include job coaches 
and headhunts, job enhancement programs, resume preparation and expenses 
incurred travelling to and from interviews. Make sure you have receipts and 
records to back up your claims, so take the time to gather the paperwork before 
you start on your return.

4. Charity Money Isn't Taxable

If a good Samaritan or a family member gave you money to help pay your bills, 
you don't have to report that as income. Although charity money may be taxable 
to the giver, the recipient is in the clear.

5. Forgiven Debt May Cause A Tax Issue

In normal circumstances, debt that a bank or other lender has written off is 
considered taxable income. Take not though, that a 2007 law exempts up to $2 
million of debt written off on your home through a restructuring or 
foreclosure. That debt must have been used for a primary home - any proceeds 
used to pay credit card bills, second homes, rental property or car loans.

6. You May Want To Consider Filing As Self-Employed

It's not often well-known, but you don't have to work full time to be 
considered self-employed. Self-employment tax covers Social Security and 
Medicare for individuals who work for themselves, similar to what's withheld 
from paychecks.

7. You May Also Qualify For Earned Income Tax Credit

This credit system works in brackets: For no children, you may claim it if you 
earned $13,440 or less. For three or more children, the income limit jumps to 
$43,279. Much food for thought, even if you didn't qualify for the credit in 
years past, it's worth checking out during a period of unemployment.

8. You Have To Pay Taxes If You Liquidate A Retirement Fund Early

Here's what most people may have missed reading in the fine print: Money saved 
tax-free in a 401(k) plan or Individual Retirement Account is not only taxable 
when you take it out, you may also have to pay a 10 percent penalty if you're 
not at least 59 1/2 years old.

9. File Your Taxes Online - It's Free

Check if your adjusted gross income is $57,000 or less. If it is, you can file 
your taxes online and get your refund faster - for free. The IRS Free File 
program provides the software through a partnership tax software companies.

10. File Your Taxes Online Even If You Can't Pay For It

Not filing your return will make matters worse. You don't ever want a penalty 
that can waste up to 25% more of you owe - and you will rack up interest 
charges as well.

It's worth asking the IRS for more time to pay. The IRS offers installment 
plans and sources say the agency is being more lenient with unemployment so 
high.

Huey Harden is your typical guy from Maine who's fired up and well on his way 
to developing multiple income streams online.

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