Tax Tips

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

November 29, 2017

Tax Bill in Congress Threatens Retirement Savers

A major change could be coming to Roth IRA conversion rules, and the end of the year could be your deadline to capitalize.

See More On: Roth IRAs

November 3, 2017

Only Homo Sapiens Need Apply for New 529 College Savings Tax Break

But you don’t have to wait for Congress to act to open a tax-advantaged plan to save for an unborn child or grandchild’s college education.

See More On: Paying for College

From Kiplinger's Personal Finance, December 2017

Smart Year-End Moves to Trim Your 2017 Tax Bill

Some of these year-end moves will be even more compelling if lower rates arrive in 2018.

See More On: Tax Planning | Tax Breaks

August 23, 2017

How Much Tax You Will Pay on Your Lottery Winnings

The federal government wants to take a bite of that big Powerball payout. Your state might, too.

See More On: Tax Planning | Wealth Management

April 27, 2017

How to Handle an IRS Audit of Your Tax Return

Don’t panic, but arm yourself with knowledge. We provide links to the manuals IRS agents use to know what to look for when auditing various kinds of businesses.

See More On: Tax Prep & Filing | Tax Planning

April 16, 2017

Can You Take a Tax Break for Going Gluten-Free?

You may be able to write off the costs of your special diet if you have celiac disease.

See More On: Tax Breaks

April 7, 2017

Tax Tips for Procrastinators

As you rush to meet the filing deadline, don't overlook money-saving tax breaks — particularly if there's no need to hurry.

See More On: Tax Prep & Filing

From Kiplinger's Retirement Report, March 2017

Paying Taxes for a Hired Caregiver

The nanny tax isn't just for Mary Poppins. It covers any household employee including housekeepers, gardeners and caregivers.

See More On: Caregiving

From Kiplinger's Personal Finance, April 2017

Another Marriage Penalty for Taxpayers

A new reason to stick to cohabitation -- if you and your devoted have a giant mortgage.

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

From Kiplinger's Personal Finance, April 2017

Last-Minute Tax Tips to Lower Your 2016 Tax Bill

You still have time to cut your taxes — and make smart moves to lower next year's as well.

See More On: Tax Planning | Family Finances | Tax Breaks

December 2016

Last Chance for 0% Capital Gains?

A special tax break for small investors could fall victim to tax reform next year. The final days of 2016 may be your last chance to cash in.

See More On: Tax Breaks

June 22, 2016

How to Handle Taxes on Company Stock

Shares from your employer can equal a big payout, but it pays to know the rules.

See More On: Tax Planning | Tech Stocks

From Kiplinger's Personal Finance, August 2016

Tax Tips for Surviving Spouses

How to pass on more than $10 million estate-tax-free.

See More On: Tax Planning | Tax Prep & Filing

From Kiplinger's Personal Finance, May 2016

Rules for Paying Off Back Taxes

Tips for how to pay back what you owe to Uncle Sam over time.

See More On: Tax Planning | Tax Prep & Filing

From Kiplinger's Personal Finance, May 2016

Amend Your Tax Return to Correct a Filing Mistake

Advice on how to fix an error on your tax return.

See More On: Tax Prep & Filing | Tax Planning

March 2016

Claim These Tax Deductions Even If You Don't Itemize

Lines 23 through 35 of the IRS 1040 form are extra-powerful. Can you put them to work for you?

See More On: Tax Breaks

March 2016

How to File Your Taxes for Free — With or Without Help From Elizabeth Warren's Proposal

Some software purveyors are raising prices. One Democrat proposes a solution — but it comes too late for this year.

See More On: Tax Prep & Filing | Auto Insurance

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