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15 Ways To Invite An IRS Audit

The rich, the careless and those with offshore accounts or big deductions are most likely to get audited.

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Cost Basis FAQ

Image via Wikipedia If you are like most brokerage customers, you have gotten a mailing recently warning you about the scary new rules for determining the cost of stocks you sell. What’s going on?...

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Wash Sale Trap: What Is Substantially Identical

How do you claim a tax loss on your Facebook without exiting the stock?

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11 Ways To Tap Retirement Cash Early, Without A 10% Penalty

Congress has created more than a dozen different retirement savings accounts, each with its own rules on contributions, loans and early distributions. Here’s help.

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Do You Really Qualify To Deduct A Home Office?

Photo credit: Sean MacEntee You sometimes work at home, but should you claim a deduction on your taxes? People worry it will flag their return, yet more than half of working Americans own or work for a...

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Planning A Family? Start Your 529 Yesterday

Planning a family? Start your 529 account yesterday.

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A Formula To Help You Decide Whether To Use Your Own State’s 529 Plan

This story has been updated to mention California's cheap portfolio option. You’ve got a dazzling array of choices when it comes to putting money aside for college. You don’t have to invest in your...

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Standard Mileage Rates On Your 2014 Tax Return

The IRS has announced the official numbers for the tax year 2014. Those include adjustments for standard deductions, tax brackets, the kiddie tax and more.

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The Definitive Q&A On The 3.8% NIIT

On March 23, 2010, President Obama signed into law the Patient Protection and Affordable Care Act, or as it's affectionately or derisively known, depending on your point of view, Obamacare. Following...

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How To Leave Your IRA To Those You Love

Some of the most costly estate planning mistakes involve retirement accounts. Here's how to steer clear of the pitfalls.

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Estate Planning For The 99%

Lawyers see their role to anticipate and provide for every contingency. But many clients crave simplicity.

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7 Mistakes With Form 1099 That Can Cost You Big

Each Form 1099 Reports Information to the IRS Keyed to your Social Security Number. Don't Land in a Tax Dispute By Ignoring Them.

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Understanding Your W-2

So you have your form W-2, what now? Are you just simply going to hand it over to your preparer or enter the numbers into your tax software? Take a moment to look it over first. Here's what you need to...

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Tax Deduction Audit Risk

When is an itemized deduction high enough to catch the attention of IRS auditors?

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Lessons From Philip Seymour Hoffman And Other Celebrities’ Estates

Celebrity deaths remind us all to plan for the unexpected, and to keep key documents up-to-date--and private!

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Weird Things That Could Happen With Your IRA At Tax Time

Mistakes and misunderstandings about IRA distributions could come back to bite you many months after you file your tax return. Here's how to avoid or minimize the damage.

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Pensions Create Yet Another Tax Trap For U.S. Expatriates

Think your taxes are confusing? Ha! Try living and working abroad as a U.S. citizen. As the following guest column details, even something as  seemingly ordinary as participating in a pension plan can...

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The Best And Worst States For Dividend Lovers

If you live in California, stay away from dividend stocks.

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What You Need To Know About RMDs From IRAs

What's your IRA's Required Minimum Distribution? This is a shortcut to the complicated IRS rules.

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What Are The Penalties For Failing to File Your Tax Return On Time?

Unless you plan to file for a six-month extension, your individual income tax return is due on April 15th, a mere three weeks away. Among the dozens of annoying questions I endure on a weekly basis...

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