Tax Documents Checklist
- Adopting a Child: What the Adoption Tax Credit Means to You, Updated for 2026
- How the 2018 Tax Reform Bill Simplified the Filing Process, and Where It Stands Today
- The Affordable Care Act and Your Taxes: What to Know in 2026
- Trump Accounts: Tax Benefits and What Families Should Know
- The 2018 Tax Reform Bill (Known as the “Tax Cuts and Jobs Act”), Updated for 2026
- What You Need to Know About Electronic Tax Payments Since the IRS Is Phasing Out Paper Checks
- IRS Direct File software: What happened to it & what should you do if you used this last year?
- States Where the IRS Has Extended the Tax Deadline
- Health Savings Plan Distributions & 1099-SA
- Did you receive a state or local refund last year?
- Do I need to report my Social Security benefits?
- Who can take the Retirement Savings Contributions Credit? (Savers Credit)
- How to Report Gambling Winnings with a Form W-2G
- How Do I Claim Refundable Credits After Disallowance?
- What is an IRS Issued Identity Theft PIN (IP PIN)?
- Who Can Take the Credit for the Elderly or Disabled (Schedule R)?
- Did you collect unemployment compensation from a state or local government assistance program?
- What is the Recovery Rebate Credit?
- How to file for a federal or state income tax extension
- Taxpayer COVID-19 FAQ
- The New Simplified 1040 Tax Form
- Are my alimony payments considered earned or taxable income?
- Using an AGI, Self-Select or IP PIN to verify a taxpayer’s ID
- Do I pay taxes on my unemployment benefits from when I was out of work?
- At what point should my dependent file his/her own tax return?
Estimated Quarterly Taxes: A Simple Overview
When you are an employee of someone, it’s your employer’s responsibility to ensure that federal and state taxes are being withheld from your paychecks.
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Child and Dependent Care Tax Credit Boosts Family Income
Childcare expenses can add up quickly, and for many working people can comprise a significant percentage of their income.
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What the New Tax Laws Mean for Divorcing Couples
Divorce is not a pleasant subject to contemplate, and the impact of divorce on your taxes can add further complexity to situations that are already daunting enough.
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Who, Why, and How Much? The Earned Income Tax Credit
The Earned Income Tax Credit (EITC) is not one of the tax code’s best-understood provisions, but it is one that can be of benefit to a large portion of the American populace.
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How to Go About Filing an Amended Tax Return
With all the complexities of the US tax code; there are times when mistakes are made on a tax return. So what do you do when you need to amend your income tax return?
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Tax-related Records: How Long Should You Keep Them?
Tax filing requires having certain records on hand to refer to when documenting your income and other tax-related variables. But after you’ve filed your taxes, it’s not uncommon to wonder just how long you need to keep these documents.
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Medical Expenses: Tax Deductions Can Bring Relief
Medical expenses that are paid out of pocket — such as deductibles, clinic co-payments, prescription drugs, dental and vision care, and other healthcare costs not covered by insurance — are possible tax breaks.
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What You’ll Need for Stress-Free Tax Filing
The prospect of filing your own taxes can sometimes seem a bit stressful. If you’re an inexperienced tax filer, you may not know quite what to expect. If you’re a seasoned filer, annual tax law changes may create new questions for you.
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Social Security Benefits: How and When They’re Taxed
In 2017, nearly 62 million people collected Social Security benefits, the federally administered old-age, retirement, and disability insurance program.
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Beware of the Latest in Tax Scams
It’s more important than ever to protect yourself from the criminals who would do anything to scam you out of your hard-earned money. One of the biggest areas in which these criminals try to con you is tax related, because they realize most law-abiding citizens respond when ethe Internal Revenue Service contacts them.
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