Financial advisers often use their software to run multiple scenarios for clients for planning purposes. The breakdowns they get back allow them to compare all the variables side by side and see which ...

Financial adviser Devin Carroll got right to work over the Fourth of July weekend assessing his clients' tax obligations after the Republican megabill was signed. The professional software he uses to ...

Portfolios have building blocks that determine whether family capital survives market shocks, tax‑code changes and ...

Under the American Rescue Plan, individuals who received unemployment benefits – and earned less than $150,000 in adjusted gross income in 2020 – can avoid income taxes on up to $10,200 in ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

As an eBay seller, you receive payments for your goods and services through eBay. As an online marketplace, eBay is required to send a 1099-K tax form detailing these payments to the IRS and to you if ...

Got questions about the new deductions for seniors, tips, overtime and car loans? Here’s what you’ve been asking—and my ...

If you discover a mistake after filing, you can submit an amended tax return using Form 1040 -X. This form allows you to ...