Tax

The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

NTA Erin Collins expressed concern Wednesday about continuing delays by the service in processing tax returns filed on paper last year.

Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.

Nobody likes investment losses, but they do have an upside.

With two congressional recesses and an election coming up, time is running out.

A congressional appropriations committee wants to give the Internal Revenue Service $1 billion more in funding to improve taxpayer service and technology and make the overall tax system fairer.

The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.

Workers in the U.S. who are increasingly job-hopping these days risk making one of the biggest financial mistakes out there.

When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.

“Investomania” aims to tamp down the game-like nature of Robinhood-style investing.

The plunging value of many cryptocurrencies and nonfungible tokens has led to worries about the tax implications faced by crypto investors and companies.

The service is taking steps to increase its audit rates of higher-income taxpayers after coming under sharp criticism in Congress over its lagging audit numbers.

Investors in digital assets have been pummeled recently by the longest losing streak since 2011, but if they act promptly, they can cut their tax bills.

The new law requires digital apps and online marketplaces to send a tax form to both the IRS and a recipient who receives $600 or more a year in online payments.

From high-quality corporate paper to munis, there are surprising deals to be had.

From inflation concerns to an annuities bill circulating in Congress, there is a lot for clients to consider as they plan their exits from the workforce.

Proposed regulations provide the best window into the IRS’s current thinking on a variety of issues to date.

A crucial loss of support for a bill co-sponsored by 200 House Democrats reflects the worsening political calculus for fixing the program’s solvency.