In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

Tax season can be scary, but it doesn’t have to be. We can explain all the complicated documents and deductions, starting with the W-2 and 1099 forms for reporting your income. If you have any kind of ...

Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.

Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...

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Forbes contributors publish independent expert analyses and insights. Robert W. Wood is a tax lawyer focusing on taxes and litigation. Incorrect IRS Forms 1099 are a worry, since Forms 1099 generally ...

A distribution from your traditional IRA could cost you if you’re not aware of your responsibilities. Why it matters: Many investors are saving up for their retirement in workplace accounts like 401(k ...

Form 1099-C reports canceled debt to the IRS when a creditor has forgiven or erased a balance owed so a taxpayer no longer has to pay it. What Is Form 1099-C: Cancellation of Debt? Lenders must submit ...

While owning a business can be rewarding on many levels, dealing with payroll taxes and their accompanying forms can be complex and challenging. Depending on your business type and number of employees ...

1 Average annual total return at NAV represents the change in NAV of the Fund, with all distributions reinvested, for the 5-year period ended on December 31, 2025 2 The annualized current distribution ...

Believe it or not, it's possible to prepare and file your income taxes without spending a dime. We've reviewed the leading online tax services to help you find the top free options.

PHOENIX — Gov. Katie Hobbs is disavowing what members of her Department of Revenue told lawmakers about what happens if people start filing state taxes using the forms now available. The governor said ...