The IRS has made significant changes to Form 6765, Credit for Increasing Research Activities, with new requirements set to ...

When my wife pointed out that our combined income would affect our Roth IRA contributions, I realized I needed to learn more ...

CNBC Select explains how individuals who didn't file a federal tax return in 2021 may still be eligible for the Recovery ...

Some parents now have an April 15 deadline to score the money before it is sent back to the Treasury for good.

Undocumented Californians contribute nearly $8.5 billion in taxes annually, according to the California Budget & Policy ...

Choosing the wrong filing status or claiming ineligible credits can lead to complications with the IRS. Incorrect bank account information can cause delays in receiving refunds, and forgetting to ...

From savings, health, education, certain retirement accounts and a standard checking account — in addition to other investments — IRS Form 8888 (Allocation of Refund) can be leveraged to this ...

Here’s how to claim the child tax credit. Parents and guardians who make less than $200,000 a year ($400,000 if filing ...

It might be worth adjusting tax withholdings on W-4 forms in the future, or if a taxpayer is self-employed and files via Form 1099, set aside more money throughout the year to better prepare for ...

Simple Form 1040 returns only (no schedules except for earned income tax credit, child tax credit and student loan interest). TurboTax reports that 37% of files qualify for the free edition.

$0 for Free Edition (~37% of filers qualify. Form 1040 and no schedules except for Earned Income Tax Credit, Child Tax Credit and Student Loan Interest), $39 to $69 for Deluxe, $89 to $129 for ...

which would mean they would become taxable for inheritance tax purposes. Financial advisers are now concerned with a rise in the number of over-55s using a form of borrowing which allows them to ...