Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Featured Video

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

• Articles

  Filing Final Tax Returns for the Deceased

  The federal government requires deceased individuals to file a final income tax return.

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  Donating Art: Taxation Abstraction

  The tax rules that govern donating art are complex and confusing. Take a closer look.

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  Tax Reform: Before and After

  What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

  Tax Deductions You Won't Believe

  Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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• Calculators

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

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• Videos

  The Facts About Income Tax

  Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

  View all videos