Tax Tips

Tax Tips

Our experts will count down moves to make to lower your tax bill.

March 28, 2020

Will You Get a Bigger Stimulus Check If You File Your Tax Return Now?

It depends. You'll have to compare numbers from your 2018 and 2019 returns…but we have a tool that makes this much easier.

See More On: Tax Prep & Filing | Tax Breaks | Tax Planning

March 28, 2020

Will You Get a Bigger Stimulus Check by Waiting to File Your Tax Return?

Perhaps. Use our Stimulus Check Calculator to find out.

See More On: Tax Prep & Filing | Tax Breaks | Tax Planning

January 7, 2020

Tax Day 2020: When's the Last Day to File Taxes?

Thanks to the coronavirus, there's a new deadline for filing your 2019 federal income tax return.

See More On: Tax Prep & Filing | Tax Planning

March 16, 2020

Tax Credits Included in Coronavirus Paid Leave Law

The Families First Coronavirus Response Act creates tax credits to help employers required to provide sick and family leave benefits and self-employed people who can't work because of the coronavirus.

See More On: Tax Breaks | Employee Benefits | Tax Planning

March 20, 2020

Income Tax Returns and Payments Extended

The IRS has pushed back the April 15 tax return filing and tax payment deadline to help Americans struggling with the coronavirus crisis.

See More On: Tax Prep & Filing | Tax Planning

April 16, 2019

How Long Should You Keep Tax Records?

Save your tax documents at least until the time limit for an audit runs out—and hold on to some records even longer.

See More On: Tax Prep & Filing

April 27, 2017

How to Handle an IRS Audit of Your Tax Return

Don't panic! Keys to success include being well prepared, establishing credibility right from the start, and keeping your wits about you.

See More On: Tax Prep & Filing | Tax Planning

March 11, 2020

Free Coronavirus Testing and Treatment Won't Affect HSA Deduction

Anyone with a high-deductible health plan that covers medical expenses related to COVID-19 before plan deductibles have been met can still contribute to a health savings account.

See More On: Tax Breaks | Health Care & Insurance | Tax Planning

March 6, 2020

IRS Extends Tax Due Dates for Tennessee Tornado Victims

Victims of the recent tornadoes in and around Nashville will have until July 15 to file tax returns and make tax payments.

See More On: Tax Prep & Filing | Tax Breaks

January 24, 2020

Don't Panic If You're Turning 70½ This Year and Get an RMD Statement in the Mail

Thanks to the SECURE Act, RMDs aren't required until you turn age 72.

See More On: Required Minimum Distributions (RMDs) | IRAs | Tax Planning

January 22, 2020

2020 Tax Calendar: Important IRS Tax Due Dates and Deadlines

Know the tax deadlines that apply to you, so you won't be hit with IRS penalties or miss out on a valuable tax break.

See More On: Tax Prep & Filing | Tax Breaks | Tax Planning

January 7, 2020

How Early Can You File Your Tax Return in 2020?

If you're an early bird when it comes to filing your taxes, start gathering your receipts now. The IRS will begin processing 2019 tax returns soon.

See More On: Tax Prep & Filing | Tax Planning

December 6, 2019

Year-End Tax Tip: Withdraw Your Required Minimum Distribution

If you're age 70½ or older, take your RMD now to avoid a big penalty.

See More On: Required Minimum Distributions (RMDs) | 401(k)s | IRAs

December 3, 2019

Year-End Tax Tip: Give Cash Gifts to Family and Friends

'Tis the season for giving. So why not take advantage of the annual gift tax exclusion before ringing in the new year.

See More On: Tax Planning | Estate Planning | Tax Breaks

November 15, 2019

'Jeopardy James' Wins Again...and Ups His 2019 Tax Bill

After winning the "Jeopardy!" Tournament of Champions, James Holzhauer will owe the IRS and California even more on April 15.

See More On: Tax Prep & Filing | Tax Planning

November 19, 2019

Year-End Tax Tip: Renew Your Expiring Individual Taxpayer Identification Number (ITIN)

Beat the rush and avoid refund delays by renewing your ITIN before the end of the year.

See More On: Tax Prep & Filing

November 12, 2019

Year-End Tax Tip: Max Out Your 401(k) Plan Contributions

You can still save more for retirement if you haven't reached the 2019 contribution limit yet.

See More On: Saving for Retirement | 401(k)s | IRAs

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