Tax guidance and resources

Latest Articles

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  Which tax records to keep and which to shred

  Don’t drown under tons of old tax forms. Here are the best ways to organize your records.

  5 min read May 04, 2016
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  What to do when military pension creates tax liability due to withholding issues

  The IRS has a form that can help you adjust tax withholding from pension income.

  3 min read May 03, 2016
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  What to do if the IRS got your tax refund wrong

  You got a check that’s less, or more, than you expected. Here’s how you deal with it.

  6 min read Apr 27, 2016
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  The rules on taking an IRA distribution tax-free for first-time home purchase

  You can’t escape tax entirely, but you can avoid the 10% IRA withdrawal penalty.

  3 min read Apr 26, 2016
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  Know the tax rules when claiming head-of-household filing status

  You must be considered ‘unmarried’ to file as head of household. Here’s what that means.

  3 min read Apr 19, 2016
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  Claiming a dependent parent who draws Social Security on my tax return

  You can’t write off your Mom’s income, but you may be able to claim her as a dependent.

  2 min read Apr 12, 2016
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  Capital loss carryover rules for long-term capital asset loss of $100,000

  You can carry over losses on certain capital assets forever, but it’s not simple.

  2 min read Apr 05, 2016
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  10 ways your tax return could invite an audit by the IRS

  Check these ways that your return may be screaming, ‘Audit me!’

  5 min read Apr 04, 2016
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  Get a break now from the IRS for saving for retirement

  For lower-income filers, money put away for retirement could cut today’s tax bill.

  4 min read Mar 31, 2016
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  Some taxpayers face a deadline to make IRA withdrawal

  No fooling: The IRS says some older taxpayers must withdraw a bit of IRA money by April 1.

  5 min read Mar 23, 2016
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  Up to 85% of a widow’s Social Security survivors benefits could be taxed

  Up to 85% of your Social Security benefits may be taxable if your earnings exceed a certain level.

  3 min read Mar 22, 2016
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  State tax rates

  Wondering what your state tax rate is? Find out about state tax rates here.

  Mar 17, 2016
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  Qualifications for earned income credit: Low-income worker loses job, needs a break

  The Earned Income Tax Credit can get you more money than you paid all year.

  2 min read Mar 15, 2016
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  What to do with your tax refund: Save money, pay debt or get a prepaid debit card

  Not sure what to do with that influx of cash? Consider these options to fix your finances.

  3 min read Mar 14, 2016
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  State taxes: Arkansas

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  3 min read Mar 08, 2016
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  Beneficiary’s tax responsibility for Series EE Savings Bonds

  Beneficiaries will owe tax when the bond is redeemed, but students may get a break.

  2 min read Mar 08, 2016
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  State taxes: Louisiana

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Mar 08, 2016
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  State taxes: North Carolina

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Mar 08, 2016
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  State taxes: New Hampshire

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Mar 08, 2016
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  State taxes: West Virginia

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Mar 08, 2016