Learn how 1035 exchanges allow tax-free transfers between annuities, life insurance, or endowments. Understand rules, ...

Discover what nominee interest is, how it affects taxes, and see a detailed example to better understand this financial concept and its implications.

Online tax preparation services can save you a lot of time and frustration compared with filing your taxes on paper. They reflect any tax code modifications from the IRS and help you maximize your ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

I write about money. I’ve been reviewing tax software and services as a freelancer for PCMag since 1993. Along the way, I took on reviews of other types of business and personal finance technology.

I write about money. I’ve been reviewing tax software and services as a freelancer for PCMag since 1993. Along the way, I took on reviews of other types of business and personal finance technology.

As is the case every year, we’re hearing from lots of folks confused about when to send a 1099 form or other “information returns” to someone. It is true that over time, these forms have continued to ...

A calendar to help plan fiduciaries track important due dates for their retirement plans, given annual updates and changes. What follows is a compliance calendar intended to alert fiduciaries of ...

In December 2022, Treasury and the IRS stated that they intended to implement the Infrastructure Act amendments to the Code by issuing new regulations and providing forms and instructions for broker ...

One of the most tax-friendly provisions of an IRA is the ability for IRA owners who are at least age 70½ to donate up to $108,000 (2025 limit) directly to an eligible charity from their IRA. This is ...

More than 30 million taxpayers across the country are eligible to file their federal tax returns completely free-of-charge this year using Direct File, the Internal Revenue Service (IRS) has said. Tax ...

For this work, we consider occultations during which H 2 O, HDO, and CO 2 (and thus temperature) were simultaneously retrieved: 344 individual observations meet this criterion, covering all latitudes ...