The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...

If you give someone cash or property valued at more than the 2023 annual exclusion limit of $17,000 ($34,000 for married joint filers), you'll have to fill out Form 709 for gift tax purposes. But ...

Ever looked at your paycheck and wondered why your take-home pay seems off? It might have something to do with your W-4 form.

Stay in the clear and keep your finances in order with everything you need to know about IRS Form 941. Many, or all, of the products featured on this page are from our advertising partners who ...

The 1040 tax form is the form taxpayers use for filing federal taxes. It’s also a form that plenty of people have trouble filling out or understanding. In fact, back in 2018, Form 1040 received an ...

A business owner’s ultimate guide to IRS Form 1096 — including who needs to file and step-by-step instructions. Many, or all, of the products featured on this page are from our advertising partners ...

Form 8949 is used to report the sale or exchange of capital assets, such as stocks, real estate, or cryptocurrencies to the IRS. It details the purchase and sale dates for each transaction, as well as ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Form 56 serves as a conduit of communication between taxpayers ...

With April 15 falling on a weekend and the Emancipation Day holiday in D.C. on Monday, filers have a little extra time to complete their federal income tax return. This year’s deadline is Tuesday, ...

Don’t panic if you can’t file your taxes by May 17. The Internal Revenue Service regularly grants extensions to people who need more time. Even though taxpayers commonly need a deadline extension, the ...