Tax guidance and resources

Latest Articles

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  What to know about Obamacare tax forms

  Obamacare is still in place for tax-filing purposes. Here’s how to account for it.

  4 min read Dec 16, 2021
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  Super Bowl pool anyone? Sports betting illegal in most places, but widely practiced

  The stakes are high when gambling on sports, but you’ll owe taxes if you win.

  7 min read Jul 06, 2020
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  How to choose a tax preparer

  Not all tax pros have the same credentials. Here’s how to pick the right one for you.

  3 min read Dec 16, 2021
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  What to do if you don’t get your W-2 from the boss and you want to file taxes early

  If your employer is slacking or out of business, you have options. Here’s what to do.

  3 min read Sep 21, 2022
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  W-2 form shows my employer barely withheld taxes. Do they owe me money?

  Without pay stubs, you still can check the math on your W-2. Here’s what you can do.

  3 min read Dec 16, 2021
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  How much do you know about filing taxes? Test your knowledge with this quiz

  Before you begin tax filing, test your knowledge with these basic tax questions.

  Sep 23, 2021
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  10 key tax terms to help you cut through the jargon

  Master these key tax terms to understand the basics of how the tax system works.

  3 min read Jun 20, 2024
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  You don’t have to wait for IRS Form 1099 from various issuers to file your tax return

  While you don’t have to wait for this form from most issuers, there is one exception.

  3 min read Sep 19, 2022
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  When do we owe tax on RMDs? Can income tax withholding occur with last distribution?

  You can pay tax from your last required minimum distribution if you meet these criteria.

  3 min read Dec 16, 2021
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  Which tax form should you use: 1040, 1040EZ or 1040A?

  Picking the right 1040 form could make a difference in your tax bill, so choose wisely.

  6 min read Dec 16, 2021
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  7 ways tax laws could change under the Donald Trump tax plan

  The new president wants to lower tax rates for most Americans. See how you might save.

  5 min read Sep 23, 2021
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  A rundown of tax documents you’ll need to file your tax return this season

  Don’t miss these statements, which will start arriving via email or snail mail.

  6 min read Jun 20, 2024
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  7 milestones in life that trigger taxes: Birth, marriage, work, homeownership and more

  Those big events in your life have tax consequences — some good, some bad.

  6 min read Dec 16, 2021
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  Tax season officially opens, with e-file and Free File available to taxpayers

  The IRS wants taxpayers to file electronically, offering free services as an incentive.

  4 min read Sep 21, 2022
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  3 ways to expedite your tax refund and avoid signing up for tax refund loan products

  There are much better options than falling for a tax refund anticipation loan or check.

  3 min read Jan 24, 2021
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  10 common tax-filing mistakes to avoid

  From math errors to misspelled names, one slip could cost you or delay your tax refund.

  6 min read Sep 21, 2022
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  Taking money out of 401(k) when disabled: Can I get my 10 percent penalty back?

  Find out how to qualify for an exception to the rules on early distributions.

  2 min read Jan 24, 2021
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  New tax exemption amounts for 2016 tax returns

  Exemptions are like deductions. You can claim $4,050 each for yourself and family members.

  1 min read Dec 08, 2020
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  Filing status can make a difference in your tax bill: Which one helps you the most?

  You may qualify for more than one, so be sure to pick the one that’s best for you.

  3 min read Sep 07, 2022
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  Use capital loss carryover from big stock market loss to offset gain on home sale?

  You could claim that huge loss if you meet certain criteria. Here are the rules.

  2 min read Sep 23, 2021