Topic: Taxes

8 Federal Income Tax Breaks for Homeowners
Chris Kissell on February 27, 2023
Some of these deductions and credits are available to a wide swath of homeowners.

Free Tax Help for Seniors: 4 Resources to Save You Money and Time
Rachel Christian on February 24, 2023
There are free filing-assistance programs that can help you file taxes stress-free.

Are You Even Required to File a Tax Return? Here’s How to Tell
Karla Bowsher on February 23, 2023
Millions of households to pay zero federal income taxes — and it’s perfectly legal.

6 Reasons to File Your Taxes Sooner Than Later
Edna V. Forero, ChFC on February 22, 2023
There are more benefits than you might realize to doing your taxes sooner than later.

Don’t File Your Taxes Until You Have These 8 Things
Edna V. Forero, ChFC on February 20, 2023
Before you file your taxes this year, make sure you grab these documents.

5 Simple Software Solutions to Get Your Taxes Done Fast
MTN Staff on February 17, 2023
Before you go out and spend hundreds of dollars on a tax professional, check out these do-it-yourself alternatives.

Taxes in Retirement: What to Expect and How to Save Money
Rachel Christian on February 16, 2023
You’re still on the hook for taxes after you retire, and they can get complicated. Here’s what to know.

4 States That Just Lowered Sales Taxes — and 3 That Raised Them
Miranda Marquit on February 15, 2023
One state removed its sales tax on nearly all groceries.

A Tax Deduction That CD Savers May Be Overlooking
Chris Kissell on February 15, 2023
This perk might be relevant to more people than usual this year.

6 Ways to Get Your Taxes Done for Free
Brandon Ballenger on February 14, 2023
Don’t fork over hundreds of dollars to a tax professional to prepare your taxes.

IRS to Keep Underpayment Penalties the Same in April
Chris Kissell and Karla Bowsher on February 13, 2023
The newly announced interest rates will be in effect for the second quarter of 2023.

IRS Tells Millions of Taxpayers Not to File Their Taxes Yet
Adam Hardy on February 9, 2023
People in at least 19 states may want to delay filing while the IRS figures out if state stimulus checks and rebates are taxable.

What Happens When You Sell a Stock? What to Know Before Filing Your Taxes
Rachel Christian on February 6, 2023
Before you hit the trade button for a potential profit, read this to understand what it could mean for your tax bill.

How to Get Your Social Security Benefit Statement for Taxes
Marilyn Lewis on February 4, 2023
Social Security recipients can’t file their taxes without this form. Here’s how to get a copy of yours.

7 Financial Dates and Deadlines in February 2023
Karla Bowsher on February 1, 2023
Mark your calendar now so you don’t risk a fine or miss an opportunity to save.

5 Reasons to File a Tax Return Even if You Don’t Owe Taxes
Edna V. Forero, ChFC on January 31, 2023
Yes, it’s possible to get a tax refund even if you don’t owe federal income taxes.

6 Strategies to Manage Required Minimum Distributions
Kathleen Coxwell on January 31, 2023
RMDs and associated taxes can eat into your savings. Here are smart ways to help minimize taxes.

11 Things You Should Know About Your 2023 Tax Refund
Karla Bowsher and Chris Kissell on January 30, 2023
You want your next federal income tax refund to arrive as fast and fat as possible, right?

5 Reasons Your Tax Refund Might Be Smaller This Year
Chris Kissell and Karla Bowsher on January 25, 2023
This tax season, the sting of federal income taxes might be unexpectedly worse than in the recent past.

9 States That Want to Tax the Wealthy in 2023
Chris Kissell on January 24, 2023
Several new proposals aim to take a bigger bite out of the net worth of rich folks.
21 - 40 of 623