Tax Questions

Should you invest your IRS refund? Are unemployment benefits taxable? We answer common tax questions so that your taxes feel less overwhelming. 

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How to File Taxes: 4 Steps to Get Started

Filing your tax return can be a chore – here are four steps to help you file correctly and on time
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Working From Home? 3 Key Tax Questions to Ask

WFH has its perks but it’s important to be aware of the potential tax issues.
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Tax Deductions vs. Tax Credits: What’s the Difference?

Learn how deductions and credits might affect your tax refund.
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What’s the Difference: Standard Deduction vs. Itemized?

As we prepare our tax returns after an unprecedented year, it can be helpful to review some of the basics.
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Are Unemployment Benefits Taxable?

Generally speaking, yes. Learn how the IRS treats unemployment income.
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Tax Time? Don’t Miss These 3 Potential Tax Breaks for Savers

Been saving all year? Check out these potential tax breaks.
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States With No Income Tax

You may not pay income tax in some states, but there may be other tradeoffs to keep in mind.
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Gross Income and Adjusted Gross Income: What’s the Difference?

AGI is an important number when it comes to figuring out how much tax you may owe.
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What Is the Alternative Minimum Tax?

Taxpayers subject to AMT calculate their tax liability twice, using the standard method and the AMT, and pay whichever is higher.
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Marcus Explains: Estimated Tax Payments

Get the basics of how estimated tax payments work.
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4 Tips to Consider When Looking for a Tax Preparer

Looking for a tax preparer? Here are some tips to keep in mind.
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How to Amend a Federal Tax Return

Made a mistake on your tax return? Here’s how to file an amended return.
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Got a Bonus From Work?

Learn how bonuses are taxed.
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Done With Your Personal Taxes?

Here’s what to keep for your records.
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IRS Audits: What You Need to Know

Audits are rare and not as scary as you might think.
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