You'll need it to report short- and long-term capital gains to the IRS Ebony Howard is a certified public accountant and a QuickBooks ProAdvisor tax expert. She has been in the accounting, audit, and ...

Most retirees drain their 401(k) first and assume the math works out, but the account you tap and the order you tap them can ...

Not every business shows a profit, but if your "hobby" is a business, you may be able to write off expenses against other ...

That Roth conversion or big RMD you took last year may have already triggered a Medicare surcharge you cannot appeal, and ...

The VA funding fee is tax-deductible in 2026. See the new IRS Schedule A rules, income phase-out limits, and how to get the ...

Most retirees miss a two-and-a-half-year tax window that opens before required distributions ever force their hand, and once ...

Two couples retired within weeks of each other in early 2025, ending high-paying careers that had pushed their 2024 income above Medicare’s IRMAA thresholds. When their 2026 Medicare bills arrived, ...

At Whitman College, a private college in Walla Walla, Washington, what your parents earn each year will set the cost of your ...

A federal court ruling enabled some taxpayers to seek refunds tied to COVID-era filing deadlines. But that window expires ...

North Carolina's new sports betting tax reporting bill gives the state direct access to sportsbook data, setting a standard that could reshape how states track bettors.

Freelancers must report all taxable income, calculate their own Social Security and Medicare contributions, document ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...