Tax guidance and resources

Latest Articles

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  Tax hikes or tax cuts? Here’s how Harris and Trump compare on taxes

  If Congress does nothing next year, taxes could increase for millions of Americans.

  7 min read Oct 31, 2024
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  Child tax credit: Here’s what to know for 2024 and 2025

  For taxpayers with children under 17, the child tax credit is a valuable tool for reducing taxes.

  2 min read Oct 31, 2024
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  2024 gift tax rate: What it is, how it works and who has to pay it

  The gift tax imposes a tax on large gifts, preventing large transfers of wealth without any tax implications.

  4 min read Oct 29, 2024
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  Alternative minimum tax 2024-2025: What it is and who has to pay

  The AMT has its own set of tax rates and requires a separate calculation.

  2 min read Oct 28, 2024
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  Marginal vs. effective tax rate: What’s the difference?

  These both help taxpayers understand how much they owe the IRS.

  3 min read Oct 25, 2024
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  2024-2025 tax brackets and federal income tax rates

  Preparing for the 2024 tax season and unsure about your tax bracket? Bankrate can help.

  4 min read Oct 28, 2024
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  Can a Roth IRA be used for college?

  Here’s how to use a Roth IRA to pay for your child’s college tuition.

  6 min read Oct 21, 2024
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  2023 tax brackets

  Info on 2023 federal tax brackets

  1 min read Oct 28, 2024
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  How student loans impact your taxes

  There are a few ways to include your student loans while filing your taxes.

  6 min read Sep 30, 2024
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  What to know about financial insolvency

  Insolvency is a difficult financial situation, but it doesn’t have to last forever.

  6 min read Aug 19, 2024
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  How to calculate taxes on an inherited annuity

  Here are key things to know about inherited annuities and how to calculate taxes.

  3 min read May 30, 2024
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  Is credit card interest tax-deductible?

  Interest paid on outstanding student loan debt, mortgage and home equity loan debt, business expenses, and interest on money borrowed to purchase investment property qualifies for a deduction.

  3 min read Apr 04, 2024
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  Cryptocurrency taxes: A guide to tax rules for Bitcoin, Ethereum and more

  The IRS is stepping up enforcement on potential tax evasion by looking more closely at who’s exchanging cryptocurrencies.

  6 min read Mar 27, 2024
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  Need to report cryptocurrency on your taxes? Here’s how to use Form 8949 to do it

  Here’s what to know about declaring your capital gains and losses when using Form 8949.

  6 min read Mar 27, 2024
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  Donor-advised funds: A popular tax-advantaged way to give to charity

  Here’s how a donor-advised fund works and why it may be an attractive option for the wealthy.

  5 min read Mar 29, 2024
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  How are mutual funds taxed? 4 ways to minimize your tax bill

  Mutual fund taxes can be complicated. Here’s what you need to know.

  3 min read Mar 27, 2024
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  NFT tax guide: 6 top tips for non-fungible token creators and investors

  Here are six things that those involved in creating and trading NFTs need to know.

  5 min read Mar 26, 2024
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  Wash-sale rule: What to avoid when selling your losing investments

  Here’s what a wash sale is and how to easily avoid it while securing your tax write-off.

  6 min read Mar 22, 2024
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  7 top tax tips for investors

  Pay particular attention to these areas and you may find some new ways to save on what you owe.

  5 min read Mar 29, 2024
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  Capital gains tax on real estate and selling your home

  Real estate sales may be subject to capital gains taxes. Here’s how to keep as much profit in your pocket as possible.

  8 min read Mar 18, 2024