We break down the definitions and eligibility rules for the five IRS filing statuses to help you maximize your refund this ...

You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income ...

Mark your calendar now so you don't risk a fine or miss an opportunity to save.

Learn how qualified disability trusts offer tax exemptions for special needs planning. Discover eligibility criteria, benefits, and reporting requirements to save on taxes.

Caren Weiner is the lead editor for consumer finance at Forbes Advisor. During her decades as a personal finance journalist, she has covered mutual funds, taxes, banking and health insurance ...

Learn how the income exclusion rule categorizes certain incomes, like certain interest and child support, as tax-free, ...

If you're a veteran receiving disability benefits from the U.S. Department of Veterans Affairs (VA), one of the most important questions during tax season is whether those payments ...

For example, Form 1099-NEC, used to report payments to independent contractors, must be furnished by February 2, 2026. As ...

For millions of Americans who earn income outside of a traditional paycheck, the start of the year brings an important tax obligation. The IRS requires quarterly estimated tax payments on income that ...

Social Security benefits remain taxable on federal income tax returns. But many older adults can save money with new enhanced deduction for seniors.