Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
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QCD Limit, Rules, and How to Lower Your 2026 Taxable Income
Tax Breaks A QCD can reduce your tax bill in retirement while meeting charitable giving goals. Here’s how.
By Kate Schubel
Tax Breaks -
A Free Tax Filing Option Has Disappeared for 2026: Here's What That Means for You
Tax Filing Tax season officially opens on January 26. But you'll have one less way to submit your tax return for free. Here's what you need to know.
By Roxanne Bland
Tax Filing -
When Do W-2s Arrive? 2026 Deadline and 'Big Beautiful Bill' Changes
Tax Deadlines Mark your calendar: Feb 2 is the big W-2 release date. Here’s the delivery scoop and what the Trump tax changes might mean for your taxes.
By Kate Schubel
Tax Deadlines -
2026 State Tax Changes to Know Now: Is Your Tax Rate Lower?
Tax Changes As a new year begins, taxpayers across the country are navigating a new round of state tax changes.
By Kelley R. Taylor
Tax Changes -
Capital Gains Tax Rates 2025 and 2026: What You Need to Know
Capital Gains Tax Navigating capital gains tax can be complex, but knowing the applicable tax rates and thresholds can help you plan your investments.
By Kelley R. Taylor
Capital Gains Tax -
Social Security Benefits and Your Taxes: 6 Things to Know for 2026
Social Security The Social Security COLA is just one aspect of your benefits that can impact your tax bill.
By Kelley R. Taylor
Social Security -
Investors Could Reap Millions With 2026's Shift in Tax Rules
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
By Daniel Goodwin
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When Can Tax Planning Be an Act of Love? This Family Found Out
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
By Stacy Francis, CFP®, CDFA®, CES™
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IRS Phasing Out Paper Checks: Here's What to Know in 2026
Tax Changes IRS tax refunds and Social Security paper checks are typically delivered online now. Will that impact your money?
By Kate Schubel
Tax Changes
