Sentences with phrase «calendar year expenses»

Aren't calendar year expenses eligible even if they occurred prior to account opening?

Not exact matches

What's more, those who have fertility - related expenses for any of the 10 previous calendar years and have not claimed them can request a change to previous income tax and benefit returns to include these eligible expenses.

What we've found is that money has been going into equities at the expense of interest rates early in the calendar year as investors make allocations.

If we terminate Mr. Drexler's employment without cause or he terminates his employment with good reason, Mr. Drexler will be entitled to receive (i) a payment of his earned but unpaid annual base salary through the termination date, any accrued vacation pay and any un-reimbursed expenses, and (ii) subject to Mr. Drexler's execution of a valid general release and waiver of claims against us, as well as his compliance with the non-competition, non-solicitation and confidential information restrictions described below, (a) a payment equal to his annual base salary and target cash incentive award, one - half of such payment to be paid on the first business day that is six (6) months and one (1) day following the termination date and the remaining one - half of such payment to be paid in six equal monthly installments commencing on the first business day of the seventh calendar month following the termination date, (b) a payment equal to the product of (x) the last annual cash incentive award Mr. Drexler received prior to the termination date and (y) a fraction, the numerator of which is the number of days of service completed by Mr. Drexler in the year of termination and the denominator of which is 365, such amount to be paid on the first business day that is six (6) months and one (1) day following the termination date, and (c) the immediate vesting of such portion of unvested restricted shares and stock options as provided and pursuant to the terms of the relevant grant agreements under our 2003 Equity Incentive Plan.

See Notice 2004 - 2, Q&A 31 and also Notice 2004 - 25, for transition relief in calendar year 2004 for reimbursement of medical expenses incurred before opening an HSA.

What's more, those who have fertility - related expenses for any of the 10 previous calendar years and have not claimed them can request a change to previous income tax and benefit returns to include these eligible expenses.

Withdrawals taken from a 529 plan must also be taken in the same calendar year that the qualified expenses are paid.

However, a financial institution may deduct 80 percent of its interest expense allocable to «qualified tax - exempt obligations,» which are a special type of tax - exempt obligation issued by qualified small issuers that reasonably anticipate issuing no more than $ 10 million in tax - exempt obligations during the calendar year.

Well, including capital gains, dividends and management expense ratios, but excluding trading fees and taxes, it looked like this for the calendar year of 2009 in Canadian dollars (after accounting for US$ fluctuations):

You must have paid more than half of your partner's living expenses during the calendar year for which you want to claim that person as a dependent.

Having left it so long, and having no time to do the work yourselves, your best option is to find a good bookkeeper / accountant and provide them with as much detail as you can regarding the transactions of the business for all outstanding years, especially income deposits (your financial institution should be able to provide you with those records) and expenses (check credit cards, lines of credit, talk to suppliers for receipts, check your calendar to create auto distance logs, etc..)

Chase also offers a «payment holiday» for one month (one time per calendar year) after you face a specific covered expense of $ 50 or more OR for your choice of one of three holidays.

The amount that you can withdraw is limited to the actual amount of the medical expenses you paid during the calendar year, minus 10 % -LSB-...]

«The unreimbursed medical expenses... must be paid the same calendar year you are withdrawing from your IRA,» says Carlos Dias Jr., wealth manager, Excel Tax & Wealth Group, Lake Mary, Fla..

This $ 24.8 billion fund has an expense ratio of 0.74 % to 1.25 % (depending on the share class) and a relatively low turnover rate of 35 % in the past calendar year.

The form asks for your care - related expenses for the calendar year and then calculates your savings based on a percentage determined by your income level.

Did you pay more than half of your partner's living expenses for the duration of the calendar year?

At the beginning of each calendar year, I sit down and see how my expenses have tracked over the past year.

The withdrawal can be sent directly to the Account Owner, the Beneficiary, or the specific school.Please note: Qualified withdrawals must occur within the same calendar year as the expenses to avoid potential penalties.

Fund Raising via merchandise sales, end - of - year charitable donation mailing, annual calendar production featuring GBR adopted dogs, and special fund raising campaigns for high - expense dogs.

Because one of the largest expenses invested in a wind project are the turbines, one of the ways to meet the 5 percent requirement is to purchase wind turbines before the end of the current calendar year.

«(i) QUALIFIED BICYCLE COMMUTING REIMBURSEMENT - The term «qualified bicycle commuting reimbursement» means, with respect to any calendar year, any employer reimbursement during the 15 - month period beginning with the first day of such calendar year for reasonable expenses incurred by the employee during such calendar year for the purchase of a bicycle and bicycle improvements, repair, and storage, if such bicycle is regularly used for travel between the employee's residence and place of employment.

it allows for a «qualified bicycle commuting reimbursement» for «reasonable expenses incurred by the employee during such calendar year for the purchase of a bicycle and bicycle improvements, repair, and storage, if such bicycle is regularly used for travel between the employee's residence and place of employment» - your bike expenses, up to 20 bucks a month, can be covered by your boss as a benefit tax free.

Within the body of the email should be an explanation of the amount each child has incurred in unreimbursed medical expenses for the calendar year and a calculation of the other parent's share of this obligation (typically the amount of expenses to date, minus $ 250, multiplied by the other parent's share).

Finally the email should note the amount the non custodial parent has already paid for that child's unreimbursed expenses for that calendar year.

If you are looking for more comprehensive coverage, you may choose the HSA100, where you pay $ 0 out - of - pocket expenses after you have met the calendar - year deductible.

This amount is covered 100 % by the insured and is usually based on a calendar year medical expense basis, meaning that each new calendar year (January 1st — December 31st) the insured is responsible for satisfying a new deductible if medical expenses occur within the year.

More importantly, since the policyholder has reached the policy's maximum out - of - pocket expense limit, any and all additional healthcare expenses the policyholder may incur throughout the remainder of the calendar year will be 100 % covered by the insurer.

Regardless of how much in medical expenses the policyholder incurs throughout the calendar year, the out - of - pocket maximum limits how much he or she is responsible to pay during the same calendar year.

Once the insured as paid the coinsurance up to the stop - loss limit, the insurance company covers 100 % of any remaining medical expenses for the same calendar year.

A question that our online insurance school often receives is how to figure out a health insurance policy's «out - of - pocket limit», or maximum financial limit that an insured must meet in a calendar year based on incurred medical expenses.

A policy's deductible is the amount that an insured must pay before an insurer begins to pick up medical expenses on a calendar - year basis.

Not every type of expense is covered, you can't move funds between your FSA and the dependent FSA, and if your child turns 13 during the calendar year, the FSA will only cover expenses before that date.

Such expenses are usually renewable yearly, so even if you pay the full deductible in one year, as soon as the new calendar year begins you will have to pay it all over again before you get further assistance from your health insurance.

Daily responsibilities include: • Answering phones • Handling correspondence • Calendar management on Outlook • Preparing and processing expenses • Arranging international and domestic travel • Ad hoc projects Candidates must have: • College degree • At least 2 + years of corporate administrative experience • Excellent verbal and written communication skills • Solid MS Office skills • Great attention to detail Hours are 8:30 am - 5:30 pm with flexibility to occasionally work 8:30 am - 7 pm as needed.

EMPLOYMENT HISTORY May 2011 — Present John Fraser Inc., Los Angeles, CA Executive Assistant • Train 10 clerks on new policies and SOPs, increasing efficiency by 20 % • Establish new administrative procedures reducing expenses by 30 % in the first year • Restructure the system of reports and correspondence proofreading • Develop policy manual with help of operations and HR Department • Prepare written reports, letters and made travel arrangements • Maintain records, confidential files and GM specific reports • Schedule meetings and maintain calendars

Competitive basic salary between # 18,000 - # 20,00 p / a basic plus # 5k - # 8k uncapped commission The most up - to - date training and development delivered by some of the leading external suppliers of recruitment training within the industry REC industry qualifications Perk Box subscription Contributory pension Opportunity to join the parent company shares scheme A great social calendar and open working environment The opportunity to attend the companies all expenses paid annual general meeting held in Palma for the last 5 years If you feel you fit the above profile, then send your C.V. and tell us why you think you're the right sales person for us?

For purposes of this worksheet, parents share custody if each has the child visit overnight at least 123 times per calendar year and each parent assumes financial responsibility for the child's expenses during the time the child is with him or her.

The software, which has gained popularity over the past year or so, provides calendars, expense logs, message boards, and child records (medical, academic, etc.).

* Medical expenses — Expenses paid in any 12 - month period ending in the calendar year generate tax credits to the extent they exceed the lesser of three per cent of your net income, or expenses — Expenses paid in any 12 - month period ending in the calendar year generate tax credits to the extent they exceed the lesser of three per cent of your net income, or Expenses paid in any 12 - month period ending in the calendar year generate tax credits to the extent they exceed the lesser of three per cent of your net income, or $ 1,962.