We'll cover what this important tax document is, and then list ten key items stressing the importance of correctly filling out and updating the W-4 form. After that, we’ll briefly mention common ...

Using a tax prep checklist can help reduce your tax-time stress. Here's a roundup of the documents and information you'll need to file your tax return this year.

Tax Form 1098 tells the IRS how much mortgage interest you paid last year. You may be able to deduct this amount on your Schedule A. Not all mortgage interest is tax deductible. If you have a mortgage ...

If you have a tax paper from someone other than your employer, you may have received a 1099. But what does the form mean, and why did you receive yours? IRS Form 1099 is informational. This means that ...

With tax season officially underway, many will undoubtedly be gathering what they need to file, but how can you know which forms you'll need to submit? Monday, Jan. 29 is the official start date of ...

With tax season just getting started—the season officially opens on Jan. 29, 2024—you've likely received several tax reporting forms already, or they are on their way. Here's what you need to know ...

I’m an IRS enrolled agent, which sounds (sort of) cool and scary. What it actually means is that I am licensed by the IRS to prepare taxes and represent taxpayers, which is not cool or scary. The ...

The deadline to file your 2024-2025 taxes is April 15, 2025. You can track your refund status through the IRS website or the IRS2GO mobile app. If you miss the April 15 deadline, you can file for an ...

This system for naming and storing all the paperwork you need to prepare your taxes is easy, and you don't have to follow it perfectly for it to work. I've been contributing to PCMag since 2011 in a ...

With the arrival of tax season, it's crucial to have all your documents in order, and your Social Security Benefit Statement is no exception. Known as the SSA-1099 or SSA-1042S, this form is mailed to ...

Wondering how the new mega tax law will affect your paycheck and taxes? Some of the answers lie in the new W-2 form employees will start getting for tax year 2026. The new forms show how new laws, ...