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With 38 years of experience as an H&R Block tax pro, Jane V. enjoys working with clients to get the most from their taxes and reach their tax-related financial goals. Like all H&R Block tax pros, Jane V. stays sharp with an average of 32+ hours of training per year and brings additional experience as an Enrolled Agent (EA). Jane V. specializes in investments, rental income, foreign income and more.
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Investment income can include buying low/selling high, stocks and bonds, and capital losses.
Rental income is taxed at standard income tax rates, but you can also deduct the costs of buying and improving a rental property.
Foreign income sources like wages, interest from a bank account, payouts on a stock, or rental income are all taxable in the U.S.
Retirement income, pensions, and annuities can change the way you file your taxes.
Members of the U.S. Armed Forces have special tax situations and benefits based on things like disability status and combat service.
Clergy have dual tax status as both employees and self-employed individuals. Since a church does not withhold taxes, clergy are responsible for paying taxes as self-employed people.
The estate tax involves the right to transfer property at one’s death. A trust allows a third party to hold assets on behalf of a beneficiary or beneficiaries, with various tax rules for income.
This includes tax audits and notices from the IRS that say there’s an unpaid balance or issue with your return.