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Taxes
Articles filed under Taxes.
When Can I Retire?
The earliest you can get Social Security retirement benefits is 62, but waiting boosts the benefit. Low expenses and other income may help you retire sooner.
May 2, 2026
Backup Withholding: What It Is, How It Works
Learn the details about backup withholding — an action where a 24% tax is automatically deducted from certain kinds of nonpayroll income.
May 2, 2026
How to Accurately Fill Out Your W-4 Form
A W-4 tells your employer how much tax to withhold from your paycheck when you start a new job, but you can adjust it any time.
Apr 18, 2026
When Can I File My Taxes in 2026?
Tax season began on Jan. 26, 2026, and runs through mid-April. This is when people prepare their tax documents and report their prior-year income to the IRS.
May 2, 2026
Saver's Credit: What It Is, How It Works
The retirement savings contribution credit — the saver's credit — is a retirement savings incentive. It's worth up to $1,000, or $2,000 for joint filers.
May 2, 2026
Taxes on Mutual Funds: Basics, Ways to Minimize
Tax on mutual funds ranges from 0% to 37% and depends on whether the distribution is dividends, interest or capital gains, as well as several other factors.
May 2, 2026
IRS Customer Service: Phone Numbers, Hours
The main IRS phone number is 800-829-1040, but lesser-known customer service numbers could help you skip the line and talk to a person faster.
May 2, 2026
1031 Exchange: Definition and Rules
A 1031 exchange, named after Section 1031 of the tax code, can defer capital gains taxes on a sale of investment property by reinvesting in similar property.
May 2, 2026
Adjusted Gross Income (AGI): What It Is, How to Calculate
Adjusted gross income (AGI) equals gross income minus certain adjustments to income. Gross income includes money from jobs, investments or other sources.
Apr 18, 2026
Form 1099-DIV: What It Is, Who Gets One
Form 1099-DIV is a record that financial institutions send to investors and the IRS to report dividends and distributions. Here's how it works and how to use it.
May 2, 2026
Tax Dependent: Rules for Who Qualifies
A tax dependent is a qualifying child or relative who can be claimed on your tax return if they meet certain requirements.
May 2, 2026
How to Recession-Proof Your Grocery Budget
Price fluctuations can make sticking to your grocery budget tricky. Here are a few dos and don'ts to help you stay on budget without sacrificing nutrition.
May 2, 2026