tax planning

Did the 2021 tax refund you expected turn into a surprise tax bill? Taking advantage of your employee benefits package could help you lower your taxab…

How big will your child tax credit be on your 2021 tax return? Our calculator will give you the answer.

Three strategies to consider that might help limit your taxes now and throughout retirement.

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…

Home values are rising across the country, which means many homeowners’ property taxes are now going up, too.

Uncle Sam can tax up to 85% of your Social Security benefits if you have other sources of income, such as earnings from work or withdrawals from tax-d…

Don’t let taxes surprise you during retirement. The funds you’ve saved for your post-work life may be taxed too, unless you carefully plan.

Filing taxes after a divorce can add yet another problem to an already long list of challenges. But here are some tips to make your return to single l…

Unfortunately, some states aren't very generous when it comes to helping retired veterans at tax time.

If you pick the right horse at the track or win some money at a casino, don't forget that the IRS wants a cut of your winnings.

You’ll need supporting documents in case you’re audited, but you don’t need to save them forever.

While you gear up to calculate your tax bill for 2021, consider these three strategies to potentially reduce your taxes going forward.

Business owners and investors alike have been on edge over possible hikes. There are lots of reasons not to worry. Here’s why.

If, like most people, you claim the standard deduction instead of itemized deductions on your return, there are still many other tax deductions availa…

Navigating tax time as a newly single person (or a nearly single person) takes a few adjustments. For smooth sailing, follow our tax tip checklist.

Our guidance could help you claim a higher refund or reduce the amount you owe.

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

You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?

Seniors beware: Your actions can increase the chances of the IRS giving your tax return a closer look.

Many families with young children will get a bigger tax credit for last year's childcare expenses. And more families will qualify for the credit, too.

These actions and tax positions could increase your chances of the IRS selecting your return for audit.

If you picked up any of the income or property on our list, make sure you declare it on your next tax return.

You do have some control over how much income tax you owe – if you don’t wait until Tax Day to start exploring your options. Take some steps throughou…

The current version of the Build Back Better plan shouldn’t be that scary for retirees with a net worth of $1 million to $5 million. In fact, there co…

Although the tax rates didn't change, the tax bracket income ranges for the 2022 tax year are adjusted to account for inflation.

If the bulk of your retirement savings is in a traditional IRA or 401(k) or other tax-deferred account, you’ve got a problem. The good news is, there …