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For Readers of the Column: Resources

Links to sources referenced in columns. 

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Gift Tax Returns and 529s

A donor must file a gift tax return if the gift in any particular year is above the annual “exclusion amount,” which is $19,000 for 2026.

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Tax Refunds, 401(k)s and New W-4s

The IRS has issued a new W-4 form, which tells your employer how much money to withhold from your paycheck. It also can be a key component in saving more for your 401(k).

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New Way to Report Tax Fraud to the IRS

The IRS.gov website has a new “Report Fraud” button on its main page that sends you to a list of four categories, including “Tax fraud or scam” and “Fake IRS email or message”

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