The information in this article is up to date for tax year 2025 (returns filed in 2026). Filing taxes for the first time might feel overwhelming, but it’s totally manageable with the right steps. To get started, you'll want to understand your filing status, gather your tax...

The information in this article is up to date for tax year 2025 (returns filed in 2026). As soon as January arrives, many employees eagerly await the arrival of their W-2 form. While the process of filing taxes may not be something we look forward to, the prospect of a potential tax...

The information in this article is up to date for tax year 2025 (returns filed in 2026). Wondering what is the difference between 1099 and W-2? It’s all about taxes and benefits. W-2 employees have taxes withheld from their pay and get benefits from their employers, while 1099...

A tax return is a document you file with tax authorities like the IRS to report your income and calculate any taxes owed or refunds due. It helps determine if you’ve paid the right amount of tax throughout the year. In this guide, we’ll cover what is a tax return, what it includes,...

A tax refund is money returned to you by the government when you’ve paid more in taxes than you owe. This often happens through payroll deductions or overpaid estimated taxes. In this article, we’ll explain what is a tax refund, how it works, and what you need to do to get yours....

The information in this article is up to date for tax year 2025 (returns filed in 2026). Taxes often get a bad rap, with many people thinking of them as a complicated, unavoidable chore. But the truth is, not everyone needs to file! If you’re wondering, “Do I have to file taxes?”,...

The information in this article is up to date for tax year 2025 (returns filed in 2026). When you e-file your tax return, the IRS requires your prior year AGI (Adjusted Gross Income) or your Self-Select PIN. This serves as your electronic signature, helping the IRS confirm your...