The Internal Revenue Service is no longer issuing paper tax refunds after September, according to a news release published by the department. On Sept. 23, the agency said it will transition to fully ...

The IRS has unveiled a draft of the new Schedule 1-A form, set to simplify claiming deductions for tips, overtime, auto loan interest, and senior benefits. As part of the OBBBA, this form aims to ease ...

In our Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on the tax rules for ...

Stoy Hall, CFP and founder of Black Mammoth, shares how he talks to clients about getting organized, maximizing tax-advantaged savings, and aiming for one small, intentional tax bill.

The One Big Beautiful Bill Act, signed into law in July, has wide-reaching implications for taxpayers. From an enlarged ...

Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer.

Proposed guidance concerning the SECURE 2.0 Act’s provision requiring defined contribution (DC) plans to provide a paper benefit statement at least once annually has moved one step closer to being ...

Guidance concerning the SECURE 2.0 Act’s provision requiring defined contribution plans to provide a paper benefit statement to be issued at least once a year is one step closer to being publicly ...