Personal finance systems for spending, saving, debt, and investing.
Education & Certification
Articles filed under Taxes.

Gross income is the sum of all your earnings before adjustments like deductions or taxes. It can include wages from a job, among other things.
May 2, 2026

Taxpayers who are behind on their taxes or struggling to make payments may be able to take advantage of IRS tax debt relief programs, such as a temporary pause on collection or a payment plan.
Apr 4, 2026

The foreign tax credit is a U.S. tax credit for tax paid to other countries. Taxpayers deduct the foreign income tax paid or claim those taxes as a credit.
May 2, 2026

Learn how to gift stock through a Roth IRA or custodial brokerage account.
Apr 4, 2026

Knowing when to classify a worker as a W-2 employee or a 1099 contractor is important for both the employer and employee. Each status has different tax implications, due dates and other considerations.
May 2, 2026

File IRS Form 1040-X for an amended tax return if you want to fix a mistake or claim a forgotten tax break.
May 2, 2026

A 1099-INT tax form is a record that someone paid you at least $10 in interest throughout the year. Here's what to do with it.
May 2, 2026

Married filing jointly is a tax filing status that lets married couples report combined income, credits and deductions on one tax return. This filing status can offer access to more tax credits and larger tax deductions.
May 2, 2026

W-2 forms are required to be sent out by Feb. 2 in 2026. Your employer should be your first point of contact if your W-2 is late.
May 2, 2026

Our capital gains tax calculator estimates capital gains tax on investments sold in 2026. The tax depends on time of ownership, taxable income and filing status.
May 2, 2026

NerdWallet makes it easy to find the right financial product for you. Our Nerds do all the research so you don’t have to.
Apr 4, 2026

A tax lien is a legal claim a government places on real estate or other assets when the owner is past due on taxes. Municipalities may sell their tax liens.
May 2, 2026