Edge Financial Blog

We love writing about tax, talking about tax, and regaling all things tax.

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Investing comes with risk. A lot of it. Of course, if you’re a seasoned investor, we’re surely not telling you anything new. After all, phrases like “all investments carry risk” are littered across online stockbroker websites, investing blogs...


Latest Posts
Demystifying Form 1099-MISC

Miscellaneous can mean pretty much anything, right? Well Form 1099-MISC isn’t for reporting any and every income necessarily, which is why it presents some confusion for taxpayers. Read below to gain some clarity on the form, and how to use it come...

Listen Up Millennials: Tax Tips for Your Biggest Refund

As a millennial, you’re probably in the middle to late stages of starting your career, with some student loans, perhaps on the lookout for a better job, and may even have a mortgage. Like other age groups, there are some tax credits and deductions ...

The Tribe Has Spoken: The Results of Tax-Related Ballot Measures

On November 8th, millions of Americans voted on measures to decide where our tax dollars are going, and what’s getting taxed. In 35 states, there were 154 statewide ballot measures! Unfortunately, we can’t go through every result, but a few made ...

FAQ #3: How Do I File An Amended Tax Return?

Having to file your taxes twice sounds like a nightmare from the Twilight Zone. Luckily, if you make a mistake or leave something out on your return, the IRS has made it as simple as possible with Form 1040X, the amended tax return. Before you start ...

FAQ #2: What Are Qualifying Education Expenses?

The competitive job market has driven many to go back to school to join the fleet of post-high schoolers – this fall, over 20 million students in total are expected to attend college. To offset some of the growing cost of college, deductions ar...

FAQ #1: Who Can I Claim as a Dependent?

The following series will address frequently asked questions. From the most pressing general questions about what to claim, to specific issues applying to niche groups of taxpayers, we have all of the answers to common questions covered. This questio...

The Tax Benefits of Homeownership

Although renting is becoming the standard, especially in major cities (65% in some), homeownership comes with its perks no matter where you live. Read below to understand the many tax benefits of owning a home, whether you are already a homeowner or ...

6 Months Until Tax Season - Have You Made Your Checklist?

You might still be prospering from the tax refund you pocketed from filing in April, but looking towards next year now can help you reap more rewards. Go through this checklist to ensure you’re on track for a successful April 2017. Gather Documents...

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