Tax guidance and resources

Latest Articles

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  When does it make sense for married folks to file separate tax returns?

  Even if you’re usually inseparable, at tax time it may make sense to file separately.

  3 min read Feb 07, 2017
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  Win a bet on the Super Bowl? Don’t forget to give Uncle Sam his cut

  Whether you are a recreational or professional gambler, you must report your winnings.

  6 min read Feb 06, 2017
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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 Feb 03, 2017
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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 Feb 02, 2017
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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 Feb 01, 2017
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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 Jan 31, 2017
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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 Jan 31, 2017
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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.

  Jan 30, 2017
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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 Jan 27, 2017
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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 Jan 26, 2017
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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 Jan 24, 2017
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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 Jan 24, 2017
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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 Jan 20, 2017
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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 Jan 16, 2017
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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 Jan 16, 2017
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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 Jan 13, 2017
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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 12, 2017
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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 Jan 11, 2017
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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 10, 2017
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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 Jan 09, 2017