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job loss

Tax Planning After a Job Loss or Layoff

Unemployment benefits are taxable income. Severance, COBRA, and 401k rollovers also have tax implications. Here is how to navigate taxes after losing a job.

3 min readjob loss
local tax

City and Local Income Taxes You Might Be Missing

Some cities and counties levy their own income taxes on top of state and federal. New York City, Philadelphia, and others add 1-4% to your tax bill. Learn where local taxes apply.

3 min readlocal tax
penalties

IRS Penalties: Late Filing, Late Payment, Accuracy

The IRS imposes separate penalties for late filing, late payment, and accuracy issues. Failure-to-file penalties are 10 times steeper than failure-to-pay. Learn the rates and how to avoid them.

3 min readpenalties
capital gains

Capital Gains Tax 2026: Rates and How to Minimize

Long-term capital gains are taxed at 0%, 15%, or 20% depending on income. Short-term gains are taxed as ordinary income. Strategies to minimize both.

3 min readcapital gains
wash sale

Wash Sale Rule: What Investors Must Know

The wash sale rule disallows a loss deduction if you buy the same or substantially identical security within 30 days. Learn the exceptions, workarounds, and how it applies to crypto.

3 min readwash sale
seniors

Best Tax Software for Seniors and Retirees

Retirees deal with Social Security taxation, RMDs, and pension income. We rank the best tax software for seniors based on ease of use, retirement features, and pricing.

3 min readseniors
EV

Electric Vehicle Tax Credit 2026: Eligibility Rules

The federal EV tax credit provides up to $7,500 for new electric vehicles meeting domestic assembly and battery requirements. Check if your vehicle qualifies for 2026.

3 min readEV
tax law

New Tax Law Changes Effective in 2027

Several tax provisions are set to change in 2027 including the potential expiration of TCJA provisions. Here is what taxpayers should watch for and plan around.

3 min readtax law
day trading

Best Tax Software for Day Traders in 2026

Day traders face hundreds of transactions and wash sale rules. We compare the tax software that handles high-volume trading, mark-to-market elections, and Schedule D reporting.

3 min readday trading
education

Education Tax Credits: AOTC vs Lifetime Learning

The American Opportunity Tax Credit provides up to $2,500 for the first four years of college. The Lifetime Learning Credit covers $2,000 for any post-secondary education. Compare both.

3 min readeducation
AI

AI Tax Software: Is It Ready for 2026 Filing?

Artificial intelligence is transforming tax preparation. We evaluate AI-powered features in TurboTax, H&R Block, and newer competitors for accuracy and value.

3 min readAI
HSA

HSA Year-End Contribution Strategy for 2026

You have until April 15, 2027 to make HSA contributions for 2026. But contributing before December 31 gives you the full tax benefit this year.

3 min readHSA

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