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I have been using Enpower/PC for several years. In the last few months, it’s been disappointing. It’s a free app but I don’t know if it provides a lot of value due to a few issues. Most of the problems is miscoding of credit card transactions…grocery store transactions which were coded...

My wife and I created our trusts back in 2016. At that time, we were advised to create separate trusts. We then split our assets and put about half of our financial assets in each trust. We didn’t do anything with our house. We have since moved to another state and now want to put our...

How would Fed Income tax be calculated if a married couple has $100k in total AGI income. Assume $75k are qualified dividends and $25k is interest. These two amounts would be taxed at different rates, but how does the standard deduction work into the calculation? Does the standard...

My wife and I are applying for ACA coverage for2024. Our only income is Dividends and interest. No wages. I have to enter my income and then hers. Should I split our dividends, interest, etc. in half and enter 50% as my income and 50% as her income or does it even matter? We file taxes...