Taxes
News, insights and expert analysis on taxes from the team at Kiplinger.
Explore Taxes
Latest
-

4 Pro Tips for Successfully Scaling the Medicare Mountain
Attempting to conquer Medicare without a plan is risky. The safest route requires a thorough understanding of your options and never leaves decisions to chance.
By Cathy DeWitt Dunn, CDFA®, FRC®
-

Why Charitable Remainder Trusts Team With Donor-Advised Funds
If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.
By Mark Marrazzo
-

The Illinois 'Cliff Tax': How a Single Dollar Can Push You Over
Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.
By Scott Tucker, Investment Adviser Representative
-

'Food Tax': Which States Still Tax Groceries?
State Tax Ten states still tax groceries, but that figure is shrinking.
By Katelyn Washington
State Tax -

Adoption Tax Credit: What You Need to Know for 2025 and 2026
Tax Credits Due to a new tax law and annual IRS inflation adjustments, adoption tax credit amounts are higher.
By Gabriella Cruz-Martínez
Tax Credits -

Inherited an IRA? Key Distribution Rules to Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
Inherited IRA -

New Jersey 'Senior Freeze' in 2026: How to Check Your Payment Status
Tax Relief Looking for your New Jersey property tax reimbursement? Here is the latest 2026 Senior Freeze payment schedule and how to track your check through the NJ Division of Taxation.
By Kate Schubel
Tax Relief -

How to Use H&R Block Tax Prep Software
Here’s what you need to know if you want to file your taxes with H&R Block’s tax prep software this year.
By Rachael Green
-

How to Open Your Kid's $1,000 Trump Account
Tax Breaks Filing income taxes in 2026? You won't want to miss Form 4547 to claim a $1,000 Trump Account for your child.
By Kate Schubel
Tax Breaks




