The tax-filing season officially kicked off on Monday. Investors should watch their mailboxes for key documents they'll need ...

Clients may be inclined to use a Section 409A valuation for gift tax purposes. After all, both valuations aim to determine ...

Your filing status affects everything from your tax brackets to whether you have to file at all. Here’s how the rules work.

This tax season, many people could be hearing oversimplified versions of some complicated tax changes on 2025 tax returns.

The “Warrior Dividend” payments of $1,776 made to military service members in December 2025 definitely won’t be subject to income taxes, the IRS confirmed.

The Tribunal held that cash gifts received from relatives covered under section 56(2)(vii) cannot be taxed as unexplained credits. Once identity, creditworthiness, and genuineness are proved, section ...

Some Americans giving up citizenships and green cards may find it's not easy to ditch Uncle Sam. New tax law applies to ...

The IRS is set to begin accepting and processing 2025 tax returns on Jan. 26. What to do to avoid delays and mistakes as new ...

Liz Weston, Certified Financial Planner, is a personal finance columnist for NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City, CA 91604, or by using the “Contact” ...

The 2026 tax filing season has started and taxpayers will need to ensure their tax returns are completely accurate in order to receive their refund quickly.

You can elect to open Trump accounts for children via Form 4547 when filing tax returns this season. Here are the key things ...

Knowing the annual gift tax exemption can save you time and money.