If you have taken distributions from any tax-deferred retirement account, you know that the distribution is reported on IRS Form 1099-R. A Form 1099-R is not usually issued for money that is added to ...

The best software for tax filing depends less on which company has the biggest name and more on what is included for your specific return. TurboTax is our best overall choice because of its guided ...

New Jersey residents seeking assistance with how to prepare for the upcoming Property Tax Relief programs — NJ ANCHOR or Senior Freeze there is help for you. The New Jersey Department of Treasury has ...

Robert Wood Tax is an attorney at WoodLLP. He is also the author of more than 30 books and numerous articles. IRS Form 1099 is used to report various types of non-employment income, such as interest, ...

Residents of Monmouth and Ocean counties can get free, in-person help with New Jersey property tax relief applications. Here's when and where.

These are some of the most significant tax mistakes that can make your tax bill even more expensive this year.

A QCD routes IRA funds directly to charity, excluding the full $60,377 RMD from taxable income and cutting a $10,166 federal tax bill to roughly $1,000. A 401(k) must be rolled into a traditional IRA ...

Congress quietly carved a retirement loophole for a specific list of job titles that lets certain workers raid their 401(k) a ...

Several notable tax developments have recently emerged, including the Internal Revenue Service’s (IRS) new automatic penalty relief program and ...

Pulling $50,000 a year from a traditional 401(k) in retirement sounds conservative until a letter from Social Security ...