1098-T: Form 1098-T can help you calculate and claim educational tax credits and deductions. It reports payments received for ...

When you take money from your 401(k) through a withdrawal, rollover or loan default, the IRS requires specific reporting on ...

Knowing how this IRS form works can help with new jobs, tax refunds, and avoiding estimated tax payments in 2026.

Major update includes support for newly redesigned IRS Form 706PITTSBURGH--(BUSINESS WIRE)--The 2026 edition of The Lackner Group, Inc.’s 6-in-1 Estate and Trust Administration Software has been ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Charlene Rhinehart is a CPA , CFE, chair of an Illinois CPA Society committee, and has a ...

The Bipartisan Budget Act of 2015 (BBA) created a “centralized system for audit, adjustment and collection of tax that [generally] applies to all partnerships,” with taxable years beginning after 2017 ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Lea Uradu, J.D., is a Maryland state ...

Forbes contributors publish independent expert analyses and insights. Admitted NY Bar and US Tax Court, covers US international tax law. IRS new Form 708 enforces a 40% transfer tax on U.S. recipients ...

Online forms are an excellent way to conduct research, collect feedback, test knowledge, and more. Here’s how to use Microsoft Forms to create surveys, feedback forms, quizzes, and other interactive ...

One of the lesser-known apps in the Google Drive online suite is Google Forms. It's an easy, intuitive way to create a web form for other people to enter information into. You can use it for employee ...

When do I need to file Form 706, estate tax return? Robert 'Bob' Powell answers this question as part of Decoding Retirement's special segment, Ask Bob. You need to file an Estate Tax Return (Form 706 ...