Form 1099-R is an IRS tax form used to report distributions from annuities, profit-sharing plans, retirement plans, or ...

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 ...

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.

An audit of Susan’s IRA activity revealed that she paid income tax on $50,000 that qualified to be tax-free. Susan mistakenly believed that her IRA custodian would inform her how much of her ...