Latest articles by Rocky Mengle
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IRS Delays New Form 1099-K Rules on Payments From Venmo, PayPal, and Other Apps
After facing considerable backlash, the IRS is now treating 2022 as a "transition period" for the $600 threshold for sending 1099-K forms.
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States Sending Stimulus Checks in December 2022
Residents in these states could get an additional holiday gift this month in the form of a state "stimulus" payment.
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State "Stimulus Checks" in 2022 – Eligibility, Amounts and Timetables
To help counter high inflation, pandemic woes and other financial hardships, some states are sending tax rebate "stimulus" checks or other payments to residents.
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Is There a Gas Tax Holiday in Your State?
Tax Breaks One way for states to bring down the price of gasoline is to suspend their gas tax.
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2022 Illinois Tax Rebates Explained
If you haven't received your Illinois tax rebate, you can track the status of your payment online.
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New York Stimulus Checks Helped Homeowners and Families
If you're a homeowner, parent or worker in New York, you may have qualified for a state "stimulus check" in 2022.
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Kiplinger's Tax Map for Middle-Class Families: About Our Methodology
state tax The research behind our judgments.
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State-by-State Guide to Taxes on Middle-Class Families
state tax See how your state stacks up when it comes to income, sales, property, and other taxes that impact ordinary Americans.
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Give Cash Now, Cut Your Estate Tax Later
taxes During this season of giving, take advantage of the annual gift tax exclusion before the year ends.
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An RMD Deadline is Approaching Quickly – And Missing It Could Cost You Big Bucks
If you're age 72 or older, take your required minimum distribution now to avoid a big penalty or a double-dip next year.
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Taxes on Unemployment Benefits: A State-by-State Guide
State Tax Don't be surprised by an unexpected state tax bill on your unemployment benefits. Know where unemployment compensation is taxable and where it isn't.
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Results for Tax-Related Questions on State Ballots
Voters in 14 states had their say on income tax rates, property tax breaks, taxes on marijuana and more during the midterm election. We have the results.
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15 States That Tax Military Retirement Pay (and Other States That Don't)
retirement Taxes on military retirement pay vary from state-to-state. How generous is your state when it comes to helping retired veterans at tax time?
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The 10 Least Tax-Friendly States for Middle-Class Families
state tax It can cost you thousands of dollars each year if you fail to consider state and local taxes before moving your family from one state to another.
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Save More for Retirement in 2023 Thanks to Higher IRA and 401(k) Contribution Limits
If you're saving for retirement, you can contribute a lot more to an IRA, 401(k), or other retirement account in 2023.
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2023 Social Security Tax Wage Base
Wealthier Americans will have more Social Security taxes taken from their paychecks next year because more of their income will be subject to the tax.
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2023 Estate Tax Exemption Amount Increases
Estate Taxes With the 2023 estate tax exemption amount increases, fewer estates are subject to the federal tax.
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Tax Deadlines Extended for Hurricane Ian Victims in Florida
Certain tax filing and payment deadlines are extended for residents and businesses in Florida impacted by Hurricane Ian.
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Tax Extension Deadline: File Your 2021 Return Today to Avoid Penalties
If you chose to extend your tax return's due date, the tax extension deadline is approaching fast!
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What's the Recovery Rebate Credit?
Tax Breaks If you didn't get a third stimulus check, or you didn't get the full amount, you may be able to claim the recovery rebate credit on your 2021 tax return to make up the difference.
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Where's My Stimulus Check? The IRS's "Get My Payment" Tool is No Longer Available
Coronavirus and Your Money Although the IRS has taken down its online tool for tracking stimulus checks, there are other ways to get stimulus check information.
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Third Stimulus Check Calculator
See how much your third stimulus check should have been using this handy tool.
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HSA Contribution Limits and Other Requirements for 2022 and 2023
health savings accounts If you're covering health care costs with an HSA, contribution limits and other requirements that are adjusted for inflation each year must be satisfied.
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Tax Withholding Changes Can Boost Your Paycheck Now and Avoid Penalties Later
There's still time to submit a new Form W-4 to change your tax withholding for the rest of the year.
