A veteran financial planner reveals three common investing tricks—from misleading S&P 500 comparisons to inflated muni yields ...

A little-known SECURE 2.0 rule means your employer’s Roth match generates a 1099-R, even if you never took a dime out of the plan.

New U.S. crypto tax reporting rules are creating unnecessary paperwork for millions of retail traders, according to Coinbase. "Frankly, [small retail] transactional flow is so small, I just don’t know ...

Many DIY tax software programs offer free tax filing for basic tax situations. But if your income is complex, most will ...

Some federal annuitants are facing weeks of delays in accessing a key tax document from the Office of Personnel Management, as the filing deadline approaches. OPM updated its tax form delivery policy ...

A new tax form related to digital assets is set to change how millions of crypto investors file their taxes and failing to understand it could mean paying more than necessary. Beginning with crypto ...

If you’re one of the millions of people who use a digital payment service and you received or made payments through it for part-time work or goods and services, you’ll need a new tax form. People ...

Tax Day is coming, and soon it will be time to begin gathering forms. If you haven't looked at them yet, all those numbers and letters – W-2, W-9, 1099 – can easily overwhelm. Some forms are ...

Kansas government retirees faced significant delays receiving their 1099-R tax forms last year due to issues at a U.S. Postal Service distribution center. The Kansas Public Employees Retirement System ...

Some year-end tax documents already are available via the Defense Finance and Accounting Service (DFAS) myPay portal, with others set to post in the coming days. Those who receive the forms via postal ...