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Tax Planning

More taxpayers will receive tax forms from payment apps such as Venmo, PayPal for 2023. What to know

More taxpayers will receive tax forms from payment apps such as Venmo, PayPal for 2023. What to know

Kate Dore, CFP®Tue, May 23rd 2023

IRS provides 'significant increase' for 2024 health savings account limits

IRS provides 'significant increase' for 2024 health savings account limits

Kate Dore, CFP®Fri, May 19th 2023

IRS isn’t testing automated tax returns — but pre-populated ones may be possible

IRS isn’t testing automated tax returns — but pre-populated ones may be possible

Kate Dore, CFP®Thu, May 18th 2023

IRS to offer free online direct filing system for some taxpayers in 2024

IRS to offer free online direct filing system for some taxpayers in 2024

Kate Dore, CFP®Wed, May 17th 2023

TurboTax payments for $141 million settlement to begin next week

TurboTax payments for $141 million settlement to begin next week

Kate Dore, CFP®Fri, May 5th 2023

Here's how to leverage the 'window of low taxes' for retirement plan withdrawals

Here's how to leverage the 'window of low taxes' for retirement plan withdrawals

Tue, May 2nd 2023

There's still time to claim tax refunds from 2019, IRS says

Personal Finance

There's still time to claim tax refunds from 2019, IRS says

Mon, May 1st 2023

Robo-advisor Betterment settles tax charges with SEC for $9 million

Personal Finance

Robo-advisor Betterment settles tax charges with SEC for $9 million

Wed, Apr 19th 2023

Personal Finance

Here are 2 alternatives to the more elusive $7,500 electric vehicle tax credit

Tue, Apr 18th 2023

Smart Tax Planning

There's another April 18 tax deadline many forget about. What to know

Mon, Apr 17th 2023

CNBC Pro

Snapped up these assets last year? Your tax return could get a little messy

Sun, Apr 16th 2023

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This free tax-filing tool may find 'overlooked' credits or refunds, IRS says

Smart Tax Planning

This free tax-filing tool may find 'overlooked' credits or refunds, IRS says

Fri, Apr 14th 2023

You still have time to claim $1.5 billion in tax refunds from 2019, IRS says

Smart Tax Planning

You still have time to claim $1.5 billion in tax refunds from 2019, IRS says

Wed, May 24th 2023

Here's what to do if you can't pay your taxes by April 18

Smart Tax Planning

Here's what to do if you can't pay your taxes by April 18

Tue, Apr 11th 2023

Most Americans are using tax refunds to boost savings or pay off debt

Tue, Apr 11th 2023

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2 workarounds in case $7,500 electric vehicle tax credit becomes harder to get

Mon, Apr 10th 2023

Smart Tax Planning

Are you tax-savvy? Take our quiz to find out

Sat, Apr 8th 2023

The IRS released its $80 billion funding plan. What it means for taxpayers

Smart Tax Planning

The IRS released its $80 billion funding plan. What it means for taxpayers

Wed, May 24th 2023

Who qualifies for the home office deduction this year, according to tax pros

Smart Tax Planning

Who qualifies for the home office deduction this year, according to tax pros

Tue, Apr 4th 2023

Here are 5 things to know before the April 18 federal tax deadline

Smart Tax Planning

Here are 5 things to know before the April 18 federal tax deadline

Fri, Mar 31st 2023

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This tax move is a 'game changer' for the self-employed, advisor says

Fri, Mar 31st 2023

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4 red flags for an IRS tax audit — including a 'dead giveaway,' tax pros say

Wed, Mar 29th 2023

Smart Tax Planning

Here's how to file a free federal tax extension and avoid penalties

Tue, Mar 28th 2023

The IRS has issued nearly 54 million tax refunds. Here’s the average payment

Smart Tax Planning

The IRS has issued nearly 54 million tax refunds. Here’s the average payment

Mon, Mar 27th 2023

Op-ed: Thinking of moving to a tax-advantaged state? Take these steps

Smart Tax Planning

Op-ed: Thinking of moving to a tax-advantaged state? Take these steps

Sat, Mar 25th 2023

3 last-minute moves to lower your 2022 tax bill or boost your refund

Smart Tax Planning

3 last-minute moves to lower your 2022 tax bill or boost your refund

Fri, Mar 24th 2023

Smart Tax Planning

Here’s how the IRS says to handle 1099-K tax reporting mistakes on your return

Fri, Mar 24th 2023

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IRS plans to tax NFTs as collectibles. It may mean a higher bill for the rich

Wed, Mar 22nd 2023

Smart Tax Planning

Here's how to report 2022 crypto losses on your tax return

Wed, Mar 15th 2023

Don't believe these 5 tax myths

Don't believe these 5 tax myths

Mon, Mar 27th 2023

Don't believe these 5 tax myths. What you need to know before you file

Don't believe these 5 tax myths. What you need to know before you file

Wed, Mar 15th 2023

There's still time to make a spousal IRA contribution for 2022. What to know

The New Road to Retirement

There's still time to make a spousal IRA contribution for 2022. What to know

Mon, Mar 20th 2023

Personal Finance

Biden calls for tax on the wealthy to extend Medicare funding

Wed, Mar 8th 2023

5 ways to file your taxes for free this season

Tue, Mar 7th 2023

Inflation boosted the 2023 federal income tax brackets. How it compares to 2022

Tue, Mar 14th 2023