If you're one of the growing number of independent contractors, retirement planning can sometimes seem daunting given the lack of access to a traditional workplace benefits like a 401(k). Fortunately, ...

On January 16, 2025, the Internal Revenue Service (“IRS”) issued Revenue Ruling 2025-4 (the “Rev. Rul.”). The Rev. Rul. provides guidance on ...

Have you received a 1099 tax form that you don’t understand? Our guide describes the basics of the nearly two dozen different ...

Obtaining your Social Security Benefit Statement has never been easier. Discover how you can quickly and conveniently access your SSA-1099 form online, ensuring a smooth tax filing process.

Here's when the last day to file taxes is, what documents you'll need, new forms for the 2024-25 tax season and how to track ...

The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate ...

Do you need to pay taxes on credit card referral bonuses, sign-up bonuses or bank account opening bonuses? Let's find out.

Tax season is here, and we’ve made replacing your annual Benefit Statement easier. There’s no need to wait on the phone or ...

We test and rate the best online tax services to help you find the best one for filing quickly and accurately—and for getting ...

The 2025 tax season is in full swing, and if you haven't yet filed, there's still time to make sure you get everything right ...

Any taxpayer can create a free ID.me account to see what forms they should expect to receive this year, since anyone issuing a W-2 or 1099 will also issue a copy to the IRS. Employees receive a W-2, ...

The IRS launched the pilot program known as Direct File in 2024 so that people can file their tax returns directly with the federal government.