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.
Links to sources referenced in columns.
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.
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).
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”
April 15 is the last day you can make a contribution to your individual retirement account for the prior tax year (2025) if you haven’t done so already.
Inheriting a tax-deferred IRA comes with requirements to withdraw funds, which in almost all situations will be taxable as income. Is there a way to save taxes?
Catch-up contributions to eligible retirement plans help future retirees through enhanced opportunities to save on a tax-advantaged basis.