11 Mar Oops! I forgot the health insurance box on my tax return
When it's smart to file an amended tax return...
11 Mar Deducting interest on a home equity line of credit
Taking an interest deduction even without tax forms from your bank....
10 Mar Mutual fund distributions and your tax return
Don't get a tax surprise because you own a mutual fund....
09 Mar Do I qualify for college tax breaks?
There are some very helpful college tax deductions and credits -- if you qualify. ...
05 Mar Confusion over pre- and after-tax contributions
Sleuthing to determine the taxation of a retirement account...
03 Mar What is the dreaded AMT?
More than you ever wanted to know about the Alternative Minimum Tax. ...
02 Mar How often should I take Required Minimum Distributions (RMDs)?
Deciding when to take Required Minimum Distributions is an important part of your retirement plan. ...
02 Mar Tax-smart gifting to a grandchild
How you gift assets -- and which assets you gift -- will have differing tax consequences....
26 Feb Help! My W-2 is incorrect!
Don't file your tax return with a W-2 you know is wrong. ...
25 Feb How a DRIP sale is taxed
You need to understand your tax liability before you sell any investment. ...