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 ...

A step-by-step guide to help you fill out a W-4 Fact checked by Vikki Velasquez Completing Form W-4 accurately is crucial for managing your tax withholding. The form determines how much tax is ...

Jacqi is a seasoned legal professional committed to simplifying complex legal issues. With her in-depth knowledge of tax laws, she thrives on helping individuals and businesses navigate the maze of ...

Did you just receive a form called a 1099-K, a form that you never, ever saw in your lifetime? Well, do not ignore any 1099-K that pops up. Take your time to understand this one. More taxpayers will ...

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 ...

Tax season is rarely fun, but it's an inevitable part of life. Whether you're an early filer who knocks it out in February or a last-minute scrambler in mid-April, though, there's always some level of ...

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 IRS has released drafts of some 2025 tax forms, including the new Schedule 1-A, Additional Deductions. You’ll use Schedule 1-A to calculate new deductions for tips, overtime, car interest, and ...

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, ...