Rocky Mengle

Rocky Mengle

Senior Tax Editor, Kiplinger.com

Rocky has more than 20 years of experience covering tax developments. He came to Kiplinger from Wolters Kluwer Tax & Accounting, and, before that, he worked for Kleinrock Publishing. He has a Juris Doctor degree from the University of Connecticut School of Law and a BA in History from Salisbury University in Salisbury, Md.

How Snowbirds Can Be Taxed as a Florida Resident
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retirement

How Snowbirds Can Be Taxed as a Florida Resident

If you live in a high-tax state during the summer but winter in Florida, you can save big bucks by establishing residency in the Sunshine State.
October 25, 2021
Taxes on Unemployment Benefits: A State-by-State Guide
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state tax

Taxes on Unemployment Benefits: A State-by-State Guide

Don't be surprised by an unexpected state tax bill on your unemployment benefits. Know where unemployment compensation is taxable and where it isn't.
October 19, 2021
10 States With the Highest Sales Taxes
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state tax

10 States With the Highest Sales Taxes

When both state and local taxes are considered, you'll pay more sales tax when shopping in these states.
October 19, 2021
9 States with No Income Tax
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Tax Breaks

9 States with No Income Tax

If you choose to live in these states, every penny you earn is safe from state income tax (although one state taxes some dividends and interest). But …
October 19, 2021
The 10 Most Tax-Friendly States for Middle-Class Families
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state tax

The 10 Most Tax-Friendly States for Middle-Class Families

If a move from one state to another is in your future, you could save big bucks by relocating to one of these states where the tax bite is light for m…
October 19, 2021
12 States That Won't Tax Your Retirement Income
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Tax Breaks

12 States That Won't Tax Your Retirement Income

Retirees can save a lot of money in these states that completely exempt the most common types of retirement income – 401(k)s, IRAs and pensions – from…
October 19, 2021
14 States That Won't Tax Your Pension
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Tax Breaks

14 States That Won't Tax Your Pension

Some states have pension exclusions with limitations based on age and/or income. But these states don't tax pension income at all, no matter how old y…
October 19, 2021
Taxes in Retirement: How All 50 States Tax Retirees
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Tax Breaks

Taxes in Retirement: How All 50 States Tax Retirees

We rated every state, plus Washington, D.C., on how retirees are taxed. We considered taxes on Social Security and other retirement income, tax exempt…
October 19, 2021
Child Tax Credit Payments Sent October 15
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Tax Breaks

Child Tax Credit Payments Sent October 15

The IRS sent another round of monthly child tax credit payments on October 15. Most families received their payment by direct deposit.
October 16, 2021
Tax Extension Deadline: File Your 2020 Return Today to Avoid Penalties
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tax deadline

Tax Extension Deadline: File Your 2020 Return Today to Avoid Penalties

If you chose to extend your tax return's due date, the tax extension deadline is here!
October 15, 2021
The 10 Least Tax-Friendly States for Middle-Class Families
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state tax

The 10 Least Tax-Friendly States for Middle-Class Families

Failing to consider state and local taxes before moving your family to another state could cost you thousands of dollars each year.
October 14, 2021
10 Least Tax-Friendly States for Retirees
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retirement

10 Least Tax-Friendly States for Retirees

When it comes to state and local taxes, retirees in these states are likely to pay more than retirees in other states.
October 14, 2021
5 States With No State Sales Tax
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Tax Breaks

5 States With No State Sales Tax

A handful of states don't impose a sales tax, but that doesn't necessarily make them the best states for low taxes.
October 13, 2021
18 States With Scary Death Taxes
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inheritance

18 States With Scary Death Taxes

Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
October 6, 2021
10 Most Tax-Friendly States for Retirees
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retirement

10 Most Tax-Friendly States for Retirees

If you want your retirement savings to last longer, consider moving to one of these states that impose the lowest taxes on retirees.
October 6, 2021
13 States That Tax Social Security Benefits
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social security

13 States That Tax Social Security Benefits

You may have dreamed of a tax-free retirement, but if you live in these 13 states, your Social Security benefits are subject to a state tax. That's on…
October 4, 2021
33 States with No Estate Taxes or Inheritance Taxes
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retirement

33 States with No Estate Taxes or Inheritance Taxes

Even with the federal exemption from death taxes raised, retirees should pay more attention to estate taxes and inheritance taxes levied by states.
October 4, 2021
Child Tax Credit Payment Opt-Out Deadline is Today
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Tax Breaks

Child Tax Credit Payment Opt-Out Deadline is Today

The October deadline for opting out of the monthly child credit payments has arrived. Use the IRS's Child Tax Credit Update Portal to unenroll.
October 4, 2021
Tax Relief Available for Hurricane Ida Victims
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Tax Breaks

Tax Relief Available for Hurricane Ida Victims

People and businesses in Louisiana, Mississippi, New Jersey, New York and Pennsylvania impacted by Hurricane Ida get more time to file and pay certain…
October 1, 2021
HSA Contribution Limits and Other Requirements
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health savings accounts

HSA Contribution Limits and Other Requirements

Annually adjusted contribution limits and other requirements for 2022 must be met if you're covering health care costs with a Health Savings Account n…
September 29, 2021
Tax Relief Available for California Wildfire Victims
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Tax Breaks

Tax Relief Available for California Wildfire Victims

Following FEMA's recent disaster declaration, residents and businesses impacted by the California wildfires get more time to file and pay taxes.
September 24, 2021
Tax Changes and Key Amounts for the 2021 Tax Year
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tax law

Tax Changes and Key Amounts for the 2021 Tax Year

Americans are facing a long list of tax changes for the 2021 tax year. Smart taxpayers will start planning for them now.
September 23, 2021
How and When to Opt-Out of Monthly Child Tax Credit Payments
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Tax Breaks

How and When to Opt-Out of Monthly Child Tax Credit Payments

If you want to stop advance payments of the 2021 child tax credit, you have to opt-out using the IRS's online tool before the monthly deadline.
September 22, 2021
How to Change Your Address for Monthly Child Tax Credit Payments
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Tax Breaks

How to Change Your Address for Monthly Child Tax Credit Payments

If you're receiving paper checks in the mail for your child tax credit payment, you can use the IRS's online portal to update your address.
September 22, 2021
Child Tax Credit Payment Schedule for the Rest of 2021
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Tax Breaks

Child Tax Credit Payment Schedule for the Rest of 2021

The IRS has already sent three batches of monthly child tax credit payments. Here's when you can expect the rest of your payments.
September 16, 2021
Estimated Tax Payments Are Due Today
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tax deadline

Estimated Tax Payments Are Due Today

The deadline for submitting your third estimated tax payment of 2021 is here, so get your payments in today.
September 15, 2021
What Are the Income Tax Brackets for 2021 vs. 2020?
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tax brackets

What Are the Income Tax Brackets for 2021 vs. 2020?

There are seven different federal income tax brackets for your 2021 tax return – each with its own marginal tax rate. Which bracket you end up in for …
September 14, 2021