Four Government Accountability Office reports on the Internal Revenue Service released since September 2024 found shortcomings in filing season staffing, information return filing changes, and ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

In the midst of tax season, with the April 15 deadline quickly approaching, the Internal Revenue Service is warning taxpayers about scammers out to rip you off. Scams tend to spike during tax filing ...

Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to ...

Every year, tax day sneaks up in a hurry. Whether you use tax preparation software or outsource to a certified public accountant, here are some key strategies to ensure a smooth and worry-free tax ...

Tax season is underway and refunds are going out, but some Florida filers may still be waiting for their money. Even though millions of taxpayers file early each year hoping to get their money quickly ...

Secure Act 2.0 allows Roth employer contributions—but they trigger Form 1099-R reporting and taxable income. Here’s what ...

Make sense of the new rules for digital asset reporting, including transition relief for 2025 and safe harbors going forward.

Even when no Form 1099-B is issued, sellers of precious metals and numismatic items may still owe taxes on paper gains from sales or exchanges.

You’ve probably been seeing a steady flow of items marked with that label pop up in your mailbox, and most likely your email inbox, too. They’re a harbinger of the tax season to come, and they’re ...