taxes
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Are I Bonds Taxable? 10 Common Situations
taxes Series I bonds are a popular investment that can also help you save on taxes, but the federal income tax consequences can be complex.
By Joy Taylor • Last updated
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How 12 Types of Retirement Income Get Taxed
retirement Don't forget about taxes on your pensions and other retirement income while planning for your golden years.
By Joy Taylor • Last updated
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Why Your Tax Refund Might Be Lower This Year
According to the IRS, “taxpayers may find their refunds somewhat lower this year," due to the expiration of several major tax breaks that were available to filers during the pandemic.
By Erin Bendig • Published
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Filing Taxes Early or Later — Which Is Best?
When filing taxes, some people like to file early and others like to file later. Many experts think it's best to file early, but whichever side you're on, here's what you need to know.
By Erin Bendig • Published
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Could Some Massachusetts 62F Refunds Be Taxed?
The IRS has weighed in on the tax status of nearly $3 billion in Massachusetts 62F refunds issued in 2022.
By Kelley R. Taylor • Published
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9 IRS Audit Red Flags for Retirees
retirement Seniors: certain actions can increase the chances of the IRS giving your tax return a closer look.
By Joy Taylor • Last updated
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After-Tax 401(k) Contributions: Pros and Cons
401(k)s Three types of people could benefit from taking advantage of the after-tax 401(k) contributions option in their company’s retirement plan.
By Vishal Jain • Last updated
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Did You Bet on the Super Bowl? Don't Forget the Taxes
The Super Bowl is done and fans are talking about the Chiefs and the ads, but don't forget the taxes if you bet on the big game.
By Kelley R. Taylor • Last updated
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Tax Season 2023: What to Know Before You File
Tax season 2023 has begun, but there are some key things to know before you file.
By Kelley R. Taylor • Last updated