TAX

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Featured Video

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

• Articles

  Tax Rules When Selling Your Home

  The tax rules governing profits you realize from the sale of your home have changed in recent years.

  Does Your Child Need to File an Income Tax Return?

  When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

  How to Make the Tax Code Work for You

  When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

  Red Flags for Tax Auditors

  Here are six flags that may make your tax return prime for an IRS audit.

  What's My 2022 Tax Bracket?

  Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

  How Income Taxes Work

  A quick look at how federal income taxes work.

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• Calculators

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

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• Videos

  Making Your Tax Bracket Work

  Have you explored all your options when it comes to managing your taxable income?

  The Facts About Income Tax

  Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

  View all videos