If you must report distributions from a variety of retirement plans, investments, and accounts, the IRS has provided a head start by issuing the 2026 instructions for Forms 1099-R and 5498.

The best crypto tax software for your use case often depends less on the software itself and more on what you did during the year. For instance, someone who bought Bitcoin on a single exchange may not ...

Learn the key differences between IRA transfers and rollovers, including IRS rules, the 60‑day deadline, and the ...

I have an after-tax 401(k) that I would like to roll over to a Roth IRA with Schwab. Experts at Schwab say it can be rolled over to a Roth IRA without paying any taxes. I think they are wrong as I ...

Alexandra Twin has 15+ years of experience as an editor and writer, covering financial news for public and private companies. Khadija Khartit is a strategy, investment, and funding expert, and an ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...