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James Oberholtzer
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James Oberholtzer’s Legal Guides

36 total

  • Save Time & Money with Small Estate Affidavit in Oregon

    What is a small estate affidavit? A small estate affidavit is a written statement approximately five pages long prepared usually by a surviving family member and signed in front of a notary. It is n

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  • How to Create & Use a Small Estate Affidavit

    Write the affidavit, sign it and have signature notarized The affidavit must be written including the 18 things required by the statute. See the Legal Guide "Save Time & Money with Small Estate Affi

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  • What to Do If You Have Not Received Your W-2 for 2010

    Here is What to do If You Are Missing a W-2 Before you file your 2010 tax return, you should make sure you have all the needed documents including all your Forms W-2. You should receive a Form W-2, Wage and Tax Statement, from each of your employers. Employers have until January ...

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  • Eight Essential Facts about Claiming the First-time Homebuyer Credit

    Eight Essential Facts about Claiming the First-Time Homebuyer Credit If you purchased a home in 2010, you may be eligible to claim the First-Time Homebuyer Credit, whether you are a first-time homebuyer or a long-time resident purchasing a new home. The purchaser must have been ...

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  • Checking the Status of Your IRS Refund

    Checking the Status of Your Refund If you already filed your federal tax return and are due a refund, here are eight things the IRS wants you to know about checking the status of your refund: 1. Online Access to Refund Information Wheres My Refund? or Dnde est mi reembolso? are i...

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  • Military Personnel and Their Families Get Free Tax Help

    Military Personnel and their Families Get Free Tax Help Military members and their spouses may be eligible to receive free tax return preparation assistance. The IRS and U.S. Armed Forces participate in the Volunteer Income Tax Assistance program which provides free tax advice, t...

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  • Early Distributions from Retirement Plans

    Did you Take an Early Distribution from Your Retirement Plan? Some taxpayers may have needed to take an early distribution from their retirement plan last year. The IRS wants individuals who took an early distribution to know that there can be a tax impact to tapping your retirem...

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  • Managing Income from Mortgage Debt Forgiveness

    Ten Facts for Mortgage Debt Forgiveness If your mortgage debt is partly or entirely forgiven during tax years 2007 through 2012, you may be able to claim special tax relief and exclude the debt forgiven from your income. Here are 10 facts the IRS wants you to know about Mortgage ...

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  • US Tax Refunds Available if You File 2007 US Income Tax Returns

    IRS Has $1.1 Billion for People Who Have Not Filed a 2007 Income Tax Return Refunds totaling more than $1.1 billion may be waiting for nearly 1.1 million people who did not file a federal income tax return for 2007, the Internal Revenue Service announced today. However, to collec...

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  • What Parents Should Know about Their Child’s Investment Income

    What Parents Should Know about Their Childs Investment Income Parents need to be aware of the tax rules that affect their childrens investment income. Here are four facts from the IRS that will help parents determine whether their childs investment income will be taxed at the par...

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