Tax guidance and resources

Latest Articles

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  Know the tax rules when claiming head-of-household filing status

  You must be considered ‘unmarried’ to file as head of household. Here’s what that means.

  3 min read Oct 22, 2019
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  Claiming a dependent parent who draws Social Security on my tax return

  You can’t write off your Mom’s income, but you may be able to claim her as a dependent.

  2 min read Jul 07, 2020
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  Capital loss carryover rules for long-term capital asset loss of $100,000

  You can carry over losses on certain capital assets forever, but it’s not simple.

  2 min read Dec 08, 2020
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  10 ways your tax return could invite an audit by the IRS

  Check these ways that your return may be screaming, ‘Audit me!’

  5 min read Feb 08, 2019
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  Get a break now from the IRS for saving for retirement

  For lower-income filers, money put away for retirement could cut today’s tax bill.

  4 min read Feb 08, 2022
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  Some taxpayers face a deadline to make IRA withdrawal

  No fooling: The IRS says some older taxpayers must withdraw a bit of IRA money by April 1.

  5 min read Oct 21, 2019
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  Up to 85% of a widow’s Social Security survivors benefits could be taxed

  Up to 85% of your Social Security benefits may be taxable if your earnings exceed a certain level.

  3 min read Sep 09, 2021
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  State tax rates

  Wondering what your state tax rate is? Find out about state tax rates here.

  Jul 12, 2022
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  Qualifications for earned income credit: Low-income worker loses job, needs a break

  The Earned Income Tax Credit can get you more money than you paid all year.

  2 min read Sep 28, 2021
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  What to do with your tax refund: Save money, pay debt or get a prepaid debit card

  Not sure what to do with that influx of cash? Consider these options to fix your finances.

  3 min read Dec 16, 2021
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  State taxes: Arkansas

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  3 min read Sep 09, 2021
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  State taxes: Massachusetts

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Sep 09, 2021
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  State taxes: Ohio

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Sep 28, 2021
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  Beneficiary’s tax responsibility for Series EE Savings Bonds

  Beneficiaries will owe tax when the bond is redeemed, but students may get a break.

  2 min read Oct 22, 2019
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  State taxes: Louisiana

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Oct 20, 2021
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  State taxes: Montana

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Sep 09, 2021
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  State taxes: North Carolina

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Sep 02, 2021
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  State taxes: New Hampshire

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Sep 09, 2021
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  State taxes: West Virginia

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  2 min read Sep 28, 2021
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  State taxes: Washington, D.C.

  Each state has its own taxation system, usually a combination of income, sales and property taxes.

  3 min read Sep 28, 2021