Geek Girl Financial Services LLC

Email Server was Down -

Email Server was Down I wanted to reach out to everyone and let you know that I was having issues with my email server. The issues started Wednesday, February 8th, around 12:00 noon. As of now, 12:25pm, Monday, February 13th, everything is back up and running correctly.

Annual Tax Season Newsletter -

Annual Tax Season Newsletter The purpose of this newsletter is to distill down the major tax changes into one place. I attend numerous seminars and webinars, read articles and the legislation itself—all so you don’t have to.

Your Security Matters to Us -

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We're Going Mobile -

We're Going You should be able to work with us from anywhere. Going forward, we have moved our communications to Liscio which means you’ll have access to the mobile app that makes working with us easier, more secure, and more enjoyable. Click here for a 3-minute overview of Liscio.

We’re Making Things Easier (Important Info Inside) -

We’re Making Things Easier (Important Info Inside) Geek Girl Financial Services and TNG Enterprises are excited to bring all of our communications and document exchange into one secure, simple to use space!

Wednesday Wisdom

The IRS, in Notice 2020-51, has now provided additional relief by extending the normal 60-day rollover requirement and allowing individuals who took an RMD in 2020 to roll the RMD back into their retirement plan by no later than August 31, 2020.

IRS Provides Additional 2020 RMD Rollover Relief The CARES Act waived required minimum distributions (RMDs) from IRAs and employer plans such as 401(k)s for 2020. However, the CARES Act was not passed until March 27, 2020 and after many individuals had already taken their RMD for 2020. Some of these retirees would not have taken the distributions....

You will be receiving, or may have already received, a Notice 1444 from the IRS documenting your economic impact payment. Don't discard it; keep it with your tax records, as it may be needed to prepare your 2020 tax return.

Don't Throw Away That Notice 1444 The IRS is mailing all recipients of Economic Impact Payments a Notice 1444 that provides information about the amount of their payment, how the payment was made and how to report any payment that wasn’t received. If you’ve already received your economic impact payment, you’ve probably already...