In response to a call from a financial advisor in Pennsylvania, the ERISA consultants at the Retirement Learning Center (RLC) address what the tax benefits are for a qualified charitable distribution ...

Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.

The ordinary dividends in the tables above are “qualified REIT dividends” for purposes of Internal Revenue Code section 199A, reported in Box 5 of Form 1099-DIV. The capital gains in the tables above ...

Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International stock ...

Form 1099-C reports canceled debt to the IRS when a creditor has forgiven or erased a balance owed so a taxpayer no longer has to pay it. What Is Form 1099-C: Cancellation of Debt? Lenders must submit ...

Qualified Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount. Unrecaptured Section 1250 Gain is a subset of, and included in, the Taxable Capital Gain Distributions ...

With the original filing deadline, January 31, falling on a weekend, the IRS filing deadline for most 1099 forms, payroll forms and W-2 forms has shifted to February 2, 2026. When a federal filing ...

Believe it or not, it's possible to prepare and file your income taxes without spending a dime. We've reviewed the leading online tax services to help you find the top free options.

Whether you file your taxes using online software or consult a tax professional, you need to get the right forms together. There are myriad permutations, but here is the most common information and ...

The term, long considered a slur for those with intellectual disabilities, is seeing a resurgence on social media and across the political right. By Dan Barry and Sonia A. Rao Late last month, a woman ...