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Rocky Mengle
Tax Editor, -
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.
Is There an Unclaimed Tax Refund Waiting for You?
tax refunds

Is There an Unclaimed Tax Refund Waiting for You?

The IRS has $1.5 billion in refunds from 2016 waiting to be claimed. Is any of that money yours?
July 1, 2020
Sales Tax Holidays in 2020
state tax

Sales Tax Holidays in 2020

Sixteen states are having sales tax holidays this year. If you plan your shopping around these tax-free periods, you can save big on back-to-school cl…
July 1, 2020
Travel Tax Credit: Will Uncle Sam Pay You to Take a Vacation?
income tax

Travel Tax Credit: Will Uncle Sam Pay You to Take a Vacation?

There's a proposal in Congress to give you an "Explore America" tax credit of $4,000 or more to cover travel expenses. But don't pack your bags quite …
June 30, 2020
IRS Is Not Extending the Tax Deadline Again
tax deadline

IRS Is Not Extending the Tax Deadline Again

Tax Day 2020 was already pushed back from April 15 to July 15, but it won't be delayed further.
June 30, 2020
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What to Do If You Get a Stimulus Check for a Deceased Person
taxes

What to Do If You Get a Stimulus Check for a Deceased Person

The IRS sent more than 1 million stimulus checks to dead people. If you received one for a family member who passed away, there are certain steps you …
June 25, 2020
Retirees Get Another Break with Expansion of RMD Waiver
required minimum distributions (RMDs)

Retirees Get Another Break with Expansion of RMD Waiver

The CARES Act cancelled "required minimum distributions" for 2020...and the IRS just expanded that relief to help more seniors and give more time to u…
June 24, 2020
13 Tax Breaks for Homeowners and Home Buyers
income tax

13 Tax Breaks for Homeowners and Home Buyers

Owning (or buying) a home is expensive. But at least there are some tax deductions, credits, and exclusions that can help you recoup some of those cos…
June 22, 2020
Tax Changes and Key Amounts for the 2020 Tax Year
tax law

Tax Changes and Key Amounts for the 2020 Tax Year

Americans are facing a long list of tax changes for the 2020 tax year...and it's never too early to start thinking about next year's return.
June 22, 2020
Where's My Stimulus Check? Use the IRS's "Get My Payment" Portal to Get an Answer
taxes

Where's My Stimulus Check? Use the IRS's "Get My Payment" Portal to Get an Answer

The IRS has a stimulus check portal that lets you track the status of your payment. You can also enter your bank account information to get your payme…
June 20, 2020
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What Are the Income Tax Brackets for 2020 vs. 2019?
tax brackets

What Are the Income Tax Brackets for 2020 vs. 2019?

The IRS unveiled the 2020 tax brackets, and it's never too early to start planning to minimize your future tax bill.
June 20, 2020
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Will Your Stimulus Check Increase the Tax on Your Social Security Benefits?
income tax

Will Your Stimulus Check Increase the Tax on Your Social Security Benefits?

It comes down to whether your stimulus check will boost your "provisional income."
June 18, 2020
11 Tips on How and When to File an Amended Tax Return
tax returns

11 Tips on How and When to File an Amended Tax Return

What to do if you discover a mistake on a previous tax return (and other reasons for filing an amended return).
June 18, 2020
When Are 2020 Estimated Tax Payments Due?
tax deadline

When Are 2020 Estimated Tax Payments Due?

In a normal year, two estimated tax payment deadlines would have passed by now. But, of course, nothing is normal right now.
June 17, 2020
12 Tax Deductions and Credits That Help You Pay for College
Tax Breaks

12 Tax Deductions and Credits That Help You Pay for College

Whether you're saving for college, currently paying tuition, or dealing with student loan debt, there's probably a tax break that can help your bottom…
June 12, 2020
Property Tax Breaks for Retirees
retirement

Property Tax Breaks for Retirees

Planning to buy a home in a different state? Property taxes should be examined closely, because they can be quite a bit higher than income taxes in ma…
June 10, 2020
RMD Waiver + Stimulus Check = Tax Credit
retirement

RMD Waiver + Stimulus Check = Tax Credit

For seniors who got a stimulus check of less than $1,200, not having to take a required minimum distribution from their retirement accounts this year …
June 6, 2020
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The 10 Least Tax-Friendly States for Military Retirees
retirement

The 10 Least Tax-Friendly States for Military Retirees

The brave veterans who stormed the beaches of Normandy, landed at Inchon, and fought in the jungles of Vietnam are senior citizens now.
June 5, 2020
The 10 Least Tax-Friendly States for Military Retirees
retirement

The 10 Least Tax-Friendly States for Military Retirees

If you spent your career in the military, you've probably lived all over the U.S.
June 5, 2020
FAQs on Stimulus Payments by Prepaid Debit Card (It's Not a Scam or Junk Mail!)
taxes

FAQs on Stimulus Payments by Prepaid Debit Card (It's Not a Scam or Junk Mail!)

The IRS is sending stimulus check payments on prepaid debit cards. We've got answers to important questions about the new EIP Cards.
May 28, 2020
IRS Allows Mid-Year Changes to Health Plans, Expands FSAs and More
taxes

IRS Allows Mid-Year Changes to Health Plans, Expands FSAs and More

You probably never heard of COVID-19 when you picked this year's health insurance policy at work.
May 27, 2020
Election 2020: Joe Biden's Tax Plans
taxes

Election 2020: Joe Biden's Tax Plans

With 24/7 COVID-19 coverage, it's sometimes hard to remember that this is an election year.
May 22, 2020
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Health Savings Account Limits for 2021
health savings accounts

Health Savings Account Limits for 2021

Annually adjusted contribution limits and other requirements must be met if you're covering health care costs with an HSA.
May 22, 2020
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The IRS is Now Taking Phone Calls About Stimulus Checks (But Service is Limited)
taxes

The IRS is Now Taking Phone Calls About Stimulus Checks (But Service is Limited)

You can finally talk to an IRS representative on the phone if you have stimulus check questions.
May 18, 2020
Is a Second Round of Stimulus Checks for $2,000 Each Month in Our Future?
taxes

Is a Second Round of Stimulus Checks for $2,000 Each Month in Our Future?

Nancy Pelosi and other House Democrats are putting together the next stimulus package right now. They might include a proposal that has already been c…
May 18, 2020
5 HEROES Act Provisions with a Good Chance of Becoming Law
economy

5 HEROES Act Provisions with a Good Chance of Becoming Law

The massive federal stimulus bill just passed by the House of Representatives is "dead on arrival" in the Senate. But a few proposals in the bill have…
May 16, 2020
How a Second Stimulus Check Could Differ from Your First One
taxes

How a Second Stimulus Check Could Differ from Your First One

If enacted, the HEROES Act that passed in the House would authorize a second round of stimulus checks. While the new payments would be similar to the …
May 15, 2020
Don't Miss Today's Stimulus Check Direct Deposit Deadline (Hint: You Have Until Noon)
taxes

Don't Miss Today's Stimulus Check Direct Deposit Deadline (Hint: You Have Until Noon)

The IRS set a deadline for getting stimulus check payments by direct deposit. If you don't act by noon today, you'll receive a paper check (which take…
May 13, 2020