What Is the Alternative Minimum Tax (AMT)?

No one looks forward to paying Uncle Sam, but the AMT has an extra beastly reputation in the tax world—and here’s why. More

Fact: Americans Don’t Pay the Highest Taxes

A report finds that our tax burden is only the 25th highest in the developed world. Can you guess which countries shell out more? More

Love & Taxes: Deducting a Significant Other

If a loved one is financially dependent on you, you could get a big tax break—as long as you meet these criteria. More

IRS Changes the Rules for Rollovers

A major decision by the tax courts affects a long-standing retirement strategy. Who’s most likely to be affected? More

What Are Capital Gains? A Guide to When These Taxes Apply

Capital gains can be a tricky concept: Here’s what you need to know about them—and at what rate you’d be taxed. More

11 Kid-Centric Tax Breaks Every Parent Should Know About

We don’t have to tell you raising kids is expensive. You may get some relief with these 11 tax breaks every parent should know. More

10 Tax Moves That Could Result in an Audit

From improperly deducting your home office to being overly charitable, doing these 10 things could raise the I.R.S.’ suspicions. More

7 Sneaky Taxes That Could Blindside You This Season

From the “jock tax” to the AMT, you’ll want to be aware of these long before you file. More

More Americans D.I.Y. Their Taxes

27 million people filed returns on their own this year—and there are some surprising theories behind the uptick. More

Taxes 101: Are You Withholding Enough?

Got a massive tax bill? Chances are you aren’t withholding enough. Let us explain. More

The Freelancer’s Guide to Tax Deductions

At tax time, there’s no more fraught question for a freelancer than “What can I deduct?” We may be able to help figure it out. More

The Latest Charity (and Tax-Savings) Trend: Donor-Advised Funds

Ever heard of a donor-advised fund? Learn how it may be able to save you money on taxes, and help simplify giving to charity. More

5 Ways Domestic Partnership Can Affect Your Finances

If you’re in a domestic partnership, or considering one, you and your loved one need to plan a little more carefully. Start here. More

Tax Time: Should a Married Couple Ever File Separately?

Most married couples file their taxes jointly—but could this uncommon option be a better fit for you? More

Americans Hold Tight to Tax Refunds

A new survey finds that over half of taxpayers plan to use their refunds responsibly. Can you guess who’s getting the most back? More

M.I.A. Tax Forms? Your Guide to Getting Them Back

Follow these five steps to secure a new copy of everything from a W-2 to last year’s tax return. More

Why You Could Get Hit With the AMT

Almost 4 million taxpayers may have to pay the Alternative Minimum Tax for 2013. Here are seven factors that raise your risk. More

11 End-of-Year Tax Questions to Ask Yourself Now

Do you need an accountant? Should you sell your investments? We’ll clue you in on the moves that could lower this year’s bill. More

What Is the AMT? The Alternative Minimum Tax, Explained

If you’ve ever been hit by the AMT, you might like an explanation. Learn what it is, who it affects and what you can do about it. More

The Latest Sneaky Fee: Wireless Taxes

The Tax Foundation reveals that hidden phone taxes are rising—and consumers are shelling out an extra 17% to cover them. More

Got a Tax Refund? 3 Big Reasons You Don’t Want One

If you, like 75% of Americans in 2012, get a tax refund this year, you could have used that money in three other ways. More

What to Do With Your Tax Refund

What should you do with that mini-windfall? An expert weighs in on how to spend those extra dollars. More

Your April Financial To-Dos

Ready to improve your finances? Use these five quick financial to-dos to make some serious progress this month. More

Reminder: Max Out Your IRA Now!

Dog eat your retirement contribution? That’s OK, you’ve got an extension. Find out where to get the money. More

4 Top Tax Scams to Avoid

Find out the I.R.S.’s four top tax scams, how to prevent them and what to do if you’ve already become a target. More

Ask a Tax Preparer: Will I Have to Pay Taxes on Forgiven Debt?

If part of your student loan debt or mortgage is forgiven, will you have to pay taxes on the forgiven debt? More

8 Tips to Lower Your Taxes During Retirement

Now that you’re retired, your money is finite. Here’s how to avoid overspending on taxes. More

This Will Teach You How to Do Your Taxes Right

Procrastinating on your taxes? We totally understand. This tool will help you fly through filing like a pro. More

House Damaged In a Natural Disaster? Claim Your Loss!

If your home was damaged in Hurricane Sandy or another natural disaster, read this tax guide to claim your loss. More

IRS Has $917 Million for You

If you meet the requirements, you could snag a piece of this pie. More

11 Things You’re Embarrassed to Ask About Taxes

Exemptions, filing status and freelance taxes: if any of these have you scratching your head, we can help. More

Your March Financial To-Dos

We have five simple things you can do to improve your finances as you wait for spring to, well … spring. More

I Want to Do My Taxes

This checklist gets you in and out of tax season with minimal fuss. More

What Does It Cost to Outsource Your Taxes?

Considering using a professional tax preparer this year? This is what you’ll pay. More

Is Obamacare Negatively Impacting Your Tax Bill?

From increased tax rates to changes in healthcare deductions, we break down what you need to know. More

6 Steps to a Simple Tax Season

Even if you’re not quite ready yet to tackle your taxes, taking these steps today will make this season much better. More

A CPA Spills: The 10 Biggest Tax Mistakes That I See

Taxes are even less fun when an error costs you thousands. A CPA tells us how to avoid the most common blunders. More

5 Steps to Surviving an IRS Audit

Tax auditing is a scary process. If you can’t afford to bring in a pro, here are some tips that will you help you survive your audit. More

Do You Need an Accountant?

Making the wrong decision could cost you thousands. So take our quiz and get the answer to the biggest tax question of all. More

10 Tax Filing Mistakes to Avoid

Our goal is to keep you far away from the IRS auditors, while making sure you pay as little as (legally!) possible. More

What to Do if You Can’t Afford to Pay Your Taxes

If you owe money to the IRS for taxes this season, but don’t have enough cash to cut the check, all is not lost. Here’s what to do. More

How to File Your Tax Return

Thanks to technology, filing your return is getting easier. Find out which way you should file—electronically or by mail—and how to do it. More

What to Do if You Can’t File Your Taxes on Time

Panicking because you can’t get your documents together in time? It’s OK! The IRS allows you to ask for a six-month extension of filing your tax documents. More

Once You Finish Your Taxes, Change Your Withholding

Now that your taxes are filed and done, there’s one more step you should take–and it will save you either money, stress or both. More

Oops! How to Correct a Mistake on Your Filed Taxes

Sending off your completed tax return is an amazing feeling. That is, until you realize you’ve made a mistake. Here’s how to fix it. More

How to Do Your Taxes if You Have Investments

If you have a retirement account and/or a basic investment account with stocks, mutual funds or bonds, then we’ve got you covered for tax time. More

Will You Get Hit With the Dreaded Alternative Minimum Tax?

The alternative minimum tax ranks up there with eating a bad clam or having a cavity drilled—it’s something unpleasant that you want to avoid if possible. More

What You Need to Know About Tax Exemptions

We love exemptions, because they’re fairly simple and reduce our taxes. Of course, there are some rules you should know. Find out what they are. More

Don’t Miss Any of These Money-Saving Tax Credits

If you want to pay less in taxes, make sure you get all of your credits! Here we list some of the most common ones and how to qualify. More

10 Crazy Tax Laws You Need to Know

You would be surprised at what you can deduct. Make sure you don’t miss any of these money savers when filing your taxes! More

What’s My Adjusted Gross Income? (or, How to Fill Out Your 1040)

Hurray! The government won’t tax you on the full amount of your salary. Get all your deductions with this post. More

How to Avoid Getting Audited

We’ve listed the top audit triggers for you, how to know if you’re in the wrong, and what proof you’ll need to ward off a full-blown audit, fines and frustration. More

Tax Brackets, Explained

If there’s one thing you should know about tax brackets it’s this: They are misleading. Find out why and what they mean for you. More

How to Decide Your Filing Status

If there is one thing to make sure you get right on your taxes this year, it’s filing status. Use our flowchart to get it right. More

Your Guide to Tax Forms

How do you tell the jumble of letters and numbers apart? We walk you through the most commonly used tax forms, when you need them and where to get them. More

How to Do Your Taxes if You’re Paying Tuition

Whether you’re paying your way through school, you’re a parent paying for tuition, or you’re paying for a spouse’s grad school, we’ve got you covered. More

How to Do Your Taxes if You’re Married

Being married will affect a lot of your tax decisions. Find out how to file, what form to use, what credits and deductions to take and more. More

How to Do Your Taxes if You’re a Freelancer

Being self-employed can be awesome for 11 months and then come crashing down on your head in the form of lost receipts and unpaid estimated taxes in April. More

Could Itemizing Save You on Taxes? Find Out

Millions of people are taking the standard deduction on their taxes—and overpaying. Should you itemize instead? Here’s how to tell. More

How to Do Your Taxes if You’re a Same Sex Married Couple

Taxes for married same-sex couples are complicated by federal rules. We walk you through how to deal with them. More

How to Do Your Taxes if You’re a Homeowner

Did you buy, sell or just happily inhabit your home last year? We have everything you need to know about your taxes. More

How to Do Your Taxes if You’re a Parent

Whether you welcomed your first bundle of joy in 2011 or your kid is 23 and in college, we have all the tax information you should know. More

How to Document Your Charitable Deductions When Paying Taxes

A tax deduction will not be allowed for any charitable contribution made by cash or check without a hard-copy record. Here’s how to make sure you have it. More

You Can File Your Taxes Starting January 30th

The IRS planned to open tax filing season on January 22nd, but there’s been a small delay. Plus, claiming a home office deduction will be simpler next year. More

5 Financial To-Dos You Should Do in December

We know that it’s a busy month, so we’ve kept it short and sweet: These are your five December financial to-dos. More

A Tax Savings Tip Investors Need to Know

For active stock traders, how you navigate the intricate rules of the IRS can help to shelter your profits. Here’s a quick rundown of everything you need to know. More

How to Make Next Year’s Taxes Easy, Today

Though you probably want to put taxes out of your mind until next year, you’ll keep next season’s stress levels down by getting organized early. More

Taxes and Divorce: Who Claims Head of Household?

An important issue to resolve in your divorce process is who gets to claim head of household. Here are some things to consider. More

What Is a Capital Gains Tax?

Learn everything you need to know about the capital gains tax. More

Why You Should Select Tax-Advantaged Funds

Learn about tax-advantaged funds and why you should pick them. More

How Would Obama’s Tax Hike Affect You?

Obama’s planned tax hike will affect over 2 million American families who have incomes higher than $250,000. Find out what you need to know about it. More

How to Handle Your Taxes if You’re Going Through a Divorce

Divorce can be difficult emotionally and financially, but it’s essential to stay on top of your taxes. Learn how here. More

Ace Your Taxes

Get your taxes get done quickly and efficiently in this 5-day program. More

Taxes 101

Understanding how taxes work can save you money and a lifetime of stress. We walk you through everything you need to know in this guide to taxes.
More

I Want to Fill Out My W-4 Withholding Form

Correctly fill out your withholding form so that, come April, you’ll be in an ideal situation: You won’t owe a lot in taxes, nor get a big refund. More

Could You Be at Risk for This New Identity-Stealing Scam?

The old stolen identity scam has a new twist: Instead of fraudulent credit cards, it now involves falsified tax returns. Find out how to stay safe. More

Apple Is Really Good at Making Gadgets—and Evading Taxes

The way that Apple sidesteps billions in taxes worldwide exemplifies how tech companies are exploiting legal loopholes in the tax code to immense profits. More

Olympic Gold Medalist Lindsey Vonn Owed $1.7 Million in Back Taxes

Even the best slip up sometimes. It turns out that Lindsey Vonn owed $1.7 million in back taxes–which she blamed on her estranged husband’s mismanagement of her money. More

There Are More Fatal Car Crashes on Tax Day (Today!)

Beware the roads: New research shows a disturbing link between the rate of car accidents and Tax Day (typically April 15th, but bumped up to the 17th for 2012). More

Divorced Couples Walk Right Into These Tax Traps

Tax season is rife with problem areas for couples navigating divorce, especially when things don’t end on the best of terms. Watch out for these problem areas. More

Survey Says: Americans Will Spend Tax Refunds Wisely

According to a survey conducted by TD Ameritrade, 50% of Americans expect to get a tax refund this year, and most plan to use that money wisely. More

A Better Way to Donate Your Kid’s Stuff

As your kid grows, she will outgrow clothes, shoes and toys. But kids form bonds with everything. Use these tips to help her let go of her prized possessions. More

Double Check These 8 Things Before You File Your Taxes

It pays to double-check! Here are a couple of common errors taxpayers make when filing, according to the IRS. More

The Most Common Misperceptions About Audits, Debunked

Will you be audited? What happens in an audit? This infographic will tell you the answers to these common questions and more. More

Can’t Pay Your Taxes? The IRS Could Cut You a Break This Year

The IRS has announced two new initiatives to help taxpayers who can’t pay their taxes. Find out if they could help you. More

From Body Oil to Babysitters: Crazy Tax Deductions

This fun infographic documents some of the craziest tax deductions we’ve run across, both successful and not. Think you can’t deduct cat food? Think again! More

7 Meaningful Things to Do With Your Tax Refund

There are plenty of smart ways to spend your tax windfall, but you can choose to spend it more meaningfully this year with these suggestions. More

12 Surprising Ways to Save on Taxes at Work

Whether you’re at your first job or fourth, you may not have realized an essential trick for saving money: Pay for everything you can through your employer! More

Made a Mistake on Your Taxes? How to File an Amended Tax Return

Sending off your completed tax return is an amazing feeling. That is, until you realize you’ve made a mistake. Here’s how to fix it. More

Your Taxes: If You’re a Same-Sex Married Couple …

Taxes for married same-sex couples are complicated by federal rules. We walk you through how to deal with them. More

You’ve Filed Your Taxes. Now, Change Your Withholding

Now that your taxes are filed and done, there’s one more step you should take–and it will save you either money, stress or both. More

Have Tax Questions? We’ll Answer Them Live March 21st

H&R Block and LearnVest are teaming up to answer all your niggling tax questions, plus give one LearnVester free H&R Block Deluxe Tax Prep. More

The Tax on Your Investments: What You Need to Know

If you have a retirement account and/or a basic investment account with stocks, mutual funds or bonds, then we’ve got you covered for tax time. More

7 Financial Reasons NOT to Get Married

Happily ever after fetches a higher price than ever these days, especially as the expenses of married couples seems to ebb and flow with every session of Congress. More

Your Taxes: If You’re a Freelancer

Being self-employed can be awesome for 11 months and then come crashing down on your head in the form of lost receipts and unpaid estimated taxes in April. More

Should You Get a Rapid Refund?

Refund anticipation loans (RALs) are a booming business, especially in a down economy when people are both cash-strapped and more likely to receive refunds. More

Your Taxes: If You’re Married

Being married will affect a lot of your tax decisions. Find out how to file, what form to use, what credits and deductions to take and more. More

Your Taxes: If You’re a Parent …

Whether you welcomed your first bundle of joy in 2011 or your kid is 23 and in college, we have all the tax information you should know. More

Your Taxes: If You’re Paying Tuition …

Whether you’re paying your way through school, you’re a parent paying for tuition, or you’re paying for a spouse’s grad school, we’ve got you covered. More

Your Taxes: If You’re a Homeowner …

Did you buy, sell or just happily inhabit your home last year? We have everything you need to know about your taxes. More

Need More Time to File Your Taxes? Here’s How

Panicking because you can’t get your documents together in time? It’s OK! The IRS allows you to ask for a six-month extension of filing your tax documents. More

How to File Your Income Tax Return

Thanks to technology, filing your return is getting easier. Find out which way you should file—electronically or by mail—and how to do it. More

10 Tax Tips You Absolutely Must Know This Season

Our handy tax primer tells you all you need to know this season: from when to call an accountant to the tricks to avoiding an audit. More

Did You Know? Your Tips Are Taxed

If you’re in the service industry, a big chunk of your income may come from tips. But don’t think you can get away with not filing taxes for them. More

How to Do Taxes if You Live and Work in 2 Different States

If you live and work in two different states, your taxes are a little more complicated. Find out how to tackle them so you don’t pay more than you have to. More

Tax Exemptions: Everything You Need to Know

We love exemptions, because they’re fairly simple and reduce our taxes. Of course, there are some rules you should know. Find out what they are. More

Where to Get Tax Forms and What Each Is For

How do you tell the jumble of letters and numbers apart? We walk you through the most commonly used tax forms, when you need them and where to get them. More

What’s Your Tax Bracket?

If there’s one thing you should know about tax brackets it’s this: They are misleading. Find out why and what they mean for you. More

Married Filing Separately, Joint or Single? Find Out Your Filing Status

If there is one thing to make sure you get right on your taxes this year, it’s filing status. Use our flowchart to get it right. More

What Is a Tax Credit? It Lowers Your Tax Bill!

If you want to pay less in taxes, make sure you get all of your credits! Here we list some of the most common ones and how to qualify. More

How Many Trees Are Saved Each Year by E-Filing Taxes?

For those of you who still file your returns the old fashioned way, on paper, you’re a dying breed. Check out this infographic with everything you need to know. More

Your 2012 Tax Refund Could be Delayed: What You Need to Know

Your tax refund could be delayed this year, even if you e-file. Find out what this means for you. More

The 10 Most Taxed Cities in the U.S.

In some cities, families pay up to 21% of their income in taxes! Find out if yours is on the list. More

The Best Thing You Can Do for Your Finances All Year

Think taxes are a big drag? Not if you do them the LearnVest way. We can help you do them in five easy steps—and for free. More

The IRS Wants Money and I Can’t Pay. What Now?

If you owe money to the IRS for taxes this season, but don’t have enough cash to cut the check, all is not lost. Here’s what to do. More

How to Calculate Your Adjusted Gross Income With These Quick Questions

Hurray! The government won’t tax you on the full amount of your salary. But you need to make sure you take the right deductions. More

Top IRS Audit Triggers: What You Need to Know

We’ve listed the top audit triggers for you, how to know if you’re in the wrong, and what proof you’ll need to ward off a full-blown audit, fines and frustration. More

How Itemizing Your Deductions Could Save You Thousands

Millions of people are taking the standard deduction on their taxes—and overpaying. Should you itemize instead? Here’s how to tell. More

How to Find a Good Tax Preparer: Ask These 8 Questions

Make sure you have the best and most affordable tax preparer for you by asking these eight questions. More

Warren Buffett Pledges to Match Senate Contributions to National Debt

American billionaire Warren Buffett has publicly pledged to match every dollar personally donated to the national debt by Senate Republicans. More

What Are the Chances the IRS Will Audit You?

It’s the word that strikes fear into people everywhere: audit. But two groups of people have special reason to be wary the IRS will come knocking. More

How the Robin Hood Tax Would Take Money From the Rich for the Poor

The 99% just may hit a target—with the help of a bow and arrow. A new proposal for a levy on trades in the financial markets, dubbed the Robin Hood tax, would take money from banks and give it to … Continue reading

A Tax for New Jobs?

Senate Democrats have proposed a new tax on millionaires. Find out how that could help Obama’s jobs plan pass in Congress. More

5 Easy Steps to Life Without Paper

Get organized, ease your tax season prep and go green by reducing the number of papers around your house. Find out how with these five easy steps! More

Pleading Innocent: When Your Husband is a Financial Criminal

We interview Carol Ross Joynt, author of the new book Innocent Spouse, about her struggles to separate herself from her husband’s financial and tax fraud. More

Tax Hangover: The Cure for Next Year

We asked Cindy Goldstein, a certified public accountant and tax attorney in New York, for ways to make next year less stressful and less expensive—with things you can start doing now. More

5 Last-Minute Tax Tips From The IRS

The April 18 deadline for taxes is quickly approaching, and the IRS has come up with these helpful last-minute tips for taxpayers who have yet to file. More

Tax Tips For Getting Your Deductions From Charitable Donations

You’ve been donating all year long, but what does that mean now that the tax deadline looms? Savvy Sugar asks an H&R Block expert. More

What Newlyweds Should Know About Taxes

You’re still hearing wedding bells, but don’t forget about one thing: your taxes. Here’s a few things newlyweds should be aware of come tax time. More

DIY Or Not: When Do You Call An Accountant?

In our new series, “DIY or Not,” we ask the professionals, from stylists to plumbers, to tell us when not to hire them. We’re kicking things off with Lori Davis, a Wichita-based CPA. More

Your Taxes: Writing Off Gas Expenses And More

Tax day is coming up on April 18, so take some time to start prepping. Kathy Pickering of The Tax Institute at H&R Block answers your questions here. More

6 Important Tax Season Don’ts

Tax season has arrived and will hang around until April 18, the (somewhat extended) deadline for filing your 2010 income tax return. More

5 Apps To Make Your Taxes Easier

Tax season is one of the most dreaded times of the year, even for us. We’ve reviewed some of the most talked-about apps that can help you power through. More

The Right Tax Deductions For Homeowners

If you’re a homeowner, taking the right tax deductions should be something you can do yourself. More

Tax Tips for the Unemployed

When you’re unemployed, there is a mountain of things to worry about, and sometimes taxes may seem like the least of your worries. More

How To Maximize Your New Tax Credit This Year

It is a truth universally acknowledged that a person in possession of a tax credit generally feels pretty damn fine. Here’s the full rundown with details. More

The Real Reasons You Should File Taxes On Time

Isn’t it okay to procrastinate a little? Patrick Cox, CEO of TaxMasters, lists the negative outcomes of tackling your taxes beyond the April 18 deadline. More

Give Me a Break: New Tax Break for the Self Employed

New legislation allows workers who pay their own health insurance premiums to deduct the costs before calculating their payroll taxes. More

What Happens If You File Taxes a Day Late?

Crap. You missed the April 15th deadline for filing your taxes. What happens if you send in your return today, a day late? More

Should I Pay Taxes Via Check? Credit Card? AmEx Points?

There are more options than ever to pay your taxes, and they all have their pros and cons. We’ve laid them out for you: More

8 Things to Know for Last-Minute Tax Filing

We don’t want you to be that person who’s standing in line at the post office the day that taxes are due. But, we know that sometimes life happens. More

Spend Your Refund Wisely This Year

So, you just got a nice, big refund check from Uncle Sam, which seems great on the surface. But, how should you spend it responsibly? More

8 Tax Deductions to AVOID

Trouble with tax deductions? Here are the top eight ways to maximize your tax deductions while keeping them legal. More

The IRS Is Actually Nice–and Willing to Haggle!

Whether you’re considering a tax extension, not filing because you don’t have the money, or are filing for the first time, listen up: Put your fear aside. More

4 Steps to Mentally Prepare Yourself to Tackle Your Taxes

Here’s how to get over procrastination and take the sting out of doing taxes. More

LearnVester Tax Questions, Answered!

You’ve come to us with tax questions, and we’ve heard you. We sat down with Inna Merzheritsky to answer your questions about taxes. More

How Likely are You to Be Audited? 10 Ways to Tell

The IRS uses a complex computer model to determine who it’ll audit, but understanding how it picks that 1% will put your mind at ease about your own tax return. More

7 Tax Deductions to Earn You a Bigger Refund

Don’t leave money on the table because you neglect to claim deductions that could cut your tax bill and earn you a bigger refund check. More

Do This Instead of Getting a Tax Refund Loan

Tax preparers usually charge hefty fees for early tax refund payments, which are basically just short-term loans. More

What to Look for in an Accountant

Although hiring an accountant is more expensive than using a computer program to do your taxes, having a person work for you translates to one-on-one care. More

Monetize Your Weight Loss With a Tax Break

Little-known fact: You can save tax money by losing weight. Seriously. Here’s how. More