Taxpertise ~ Bonnie Lee

Bonnie Lee

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Obamacare, Form 1095-A, and the premium tax credit

Posted on April 7, 2015
Obamacare, Form 1095-A, and the premium tax credit

Dear Bonnie, I received a form in the mail called a 1095-A Health Insurance Marketplace Statement. I guess this is for my taxes but... Continue

Five tax tips to start the New Year

Posted on February 5, 2015

Happy 2015! If you have already made those ever-challenging New Year’s resolutions, you may want to add a few more. Sometimes resolutions... Continue

The tax consequences of losing your job

Posted on September 4, 2014

 Dear Bonnie, I lost my job and am now on unemployment. Do I have to pay taxes on that? I understand that there are all kinds of other... Continue

I bought a rental — what can I write off?

Posted on July 2, 2014

Dear Bonnie, I just bought my first rental property. I can write off the closing costs, right? What else can I write off? J.K., Sonoma Dear... Continue

7 tips for negotiating with the IRS

Posted on May 28, 2014

Dear Bonnie, I have some tax problems and find that I will soon have to deal with the people at the IRS. Needless to say, I’m terrified.... Continue

What if I can’t pay all my taxes?

Posted on April 17, 2014

Dear Bonnie,  I own my own business and was surprised at how much tax I owed for 2013. I hadn’t paid enough in with estimate tax... Continue

Recap of 2013 tax law changes

Posted on January 16, 2014

2013 was an eventful year for federal tax developments, beginning on January 1, 2013 with the passage of the American Taxpayer Relief... Continue

138 shopping days until April 15

Posted on November 28, 2013

Dear Bonnie, This year I changed jobs, got a divorce (it’s final), sold my house, changed jobs and moved. I started thinking that... Continue

Fun is not deductible, and other tax rules

Posted on September 26, 2013

Dear Bonnie, I have my own business and a lot of marketing and promotion revolves around entertaining clients. I write it all off.... Continue

What kind of money person are you?

Posted on August 1, 2013

Learning to deal with finances is something that should be taught in school. The senior year of high school should focus on “real... Continue