Tax guidance and resources

Latest Articles

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  IRS releases draft of ‘improved’ Form W-4 — here’s what it looks like

  The new form is expected to be in use for tax year 2020.

  2 min read May 31, 2019
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  Most Americans plan to use their tax refunds to pay down debt or save

  Consumers appear to be embracing their refund checks for good financial measure.

  2 min read Mar 13, 2019
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  5 tax-filing tips to help you maximize your return

  Find out what experts say you’ll want to consider doing before you file your taxes.

  3 min read Mar 01, 2019
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  Tax refunds bounce back, but fewer people are getting them

  The Treasury reminds the public it’s still too early to draw conclusions from the data.

  2 min read Mar 01, 2019
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  Paying down debt with your tax refund? Here’s how to get the most bang for your buck

  Pay down debt that hurts your credit score first.

  2 min read Feb 27, 2019
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  Tax refund amounts continue to lag behind last year, IRS data shows

  With more returns processed, the average refund amount is still trending lower.

  2 min read Feb 15, 2019
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  Bill Gates believes there’s a ‘misfocus’ on raising taxes on the wealthy

  Some billionaires may be taxed at a lower tax rate than millions of other lower-paid Americans due to how they are taxed.

  2 min read Feb 13, 2019
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  Tax deductions that disappeared in 2018

  You may not need to itemize your deductions this year.

  3 min read Feb 01, 2019
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  State taxes: South Carolina

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

  3 min read Jan 31, 2019
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  State taxes: New York

  New York has eight state income tax rates, ranging from 4 percent to 8.82 percent, and a 4 percent state sales tax rate.

  3 min read Jan 21, 2019
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  IRS will waive under-withholding penalties for some taxpayers after new tax changes

  Certain workers won’t be penalized for having too little income tax withheld in 2018.

  2 min read Jan 17, 2019
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  IRS will issue tax refunds despite government shutdown, official says

  It looks like tax refunds are safe from the budget impasse.

  1 min read Jan 07, 2019
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  How the government shutdown could impact tax refunds

  If the shutdown ends soon, tax returns likely won’t be affected. If it drags on? That’s a different story.

  2 min read Jan 03, 2019
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  How to get rid of an IRS tax lien on your home

  Failure to pay federal taxes jeopardizes the roof over your head and other assets.

  3 min read Dec 06, 2018
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  Tax issues that impact working teens and their parents

  The tax man is lenient about certain teen jobs, but be on guard for this trap.

  4 min read Dec 05, 2018
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  2017 tax bracket rates

  View 2017 IRS income tax brackets for single, married and head of household filings.

  1 min read Nov 28, 2018
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  States that levy no sales tax (but have some other quirky taxes)

  These states don’t require consumers to cough up sales tax for goods and services.

  1 min read Nov 23, 2018
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  Roth IRA’s many fantastic features make it an ideal investment during tax season

  The Roth’s unique attributes make it a great retirement and estate planning tool.

  3 min read Nov 22, 2018
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  Follow these IRA withdrawal rules or pay a hefty tax penalty

  If you don’t take the required distribution after age 70, you’ll suffer a huge loss.

  3 min read Nov 20, 2018
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  You may want to think twice before withdrawing money from your 401(k) — here’s how it will be taxed

  Money taken from your 401(k) will be taxed as ordinary income, but it can get complicated.

  3 min read Oct 18, 2018