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Taxation in the United States

Internal Revenue Service (IRS)
National

IRS Hits Milestone with Document Upload Tool: One Million Taxpayer Submissions

June 9, 2024June 9, 2024 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has reached a significant milestone in its transformation efforts with the Document Upload Tool (DUT). The tool recently accepted its one millionth …

IRS Hits Milestone with Document Upload Tool: One Million Taxpayer Submissions Read More

Internal Revenue Service
National

IRS to Make Direct File a Permanent Option for Filing Federal Taxes

June 3, 2024June 2, 2024 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has announced that Direct File will become a permanent option for filing federal tax returns starting in the 2025 tax season. This …

IRS to Make Direct File a Permanent Option for Filing Federal Taxes Read More
Internal Revenue Service (IRS)
National

IRS Reminds Americans Abroad to File Taxes by June 17

June 2, 2024June 2, 2024 - by Timothy Alexander

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has issued a reminder for U.S. taxpayers living and working outside the United States to file their 2023 federal income tax returns …

IRS Reminds Americans Abroad to File Taxes by June 17 Read More

Internal Revenue Service (IRS)
National

IRS Extends Free File Program Through 2029, Ensuring Continued Access to Free Tax Software

May 27, 2024May 27, 2024 - by Maryann Pugh

WASHINGTON, D.C. — The Internal Revenue Service (IRS) has announced an extension of its Free File program through October 2029. This extension secures the availability of free tax preparation software …

IRS Extends Free File Program Through 2029, Ensuring Continued Access to Free Tax Software Read More
Filing tax documents
National

Direct File Program Shakes up Tax Season, Promises Big Savings: What Does This Mean For You?

May 17, 2024May 17, 2024 - by Maryann Pugh

WASHINGTON, D.C. — More than 130 legislators, including U.S. Senator Bob Casey (D-PA), have massed behind a letter applauding the Internal Revenue Service (IRS) and U.S. Secretary of the Treasury, …

Direct File Program Shakes up Tax Season, Promises Big Savings: What Does This Mean For You? Read More

Retirement plans
Personal Finance

How Is Your Retirement Income Taxed?

May 16, 2024May 16, 2024 - by Joe Oliver

Once you’re retired, you will likely need to draw on several types of income for your living expenses. You’ll need to know where these funds are coming from and how …

How Is Your Retirement Income Taxed? Read More
Elderly man
National

Election Year Antics: Senator Casey’s Report on Scam Victims and Taxes

April 12, 2024April 12, 2024 - by Maryann Pugh

WASHINGTON, D.C. — U.S. Senator Bob Casey (D-PA) has unveiled a report, intriguingly titled “Scammed then Taxed: How the Republican Tax Bill Hiked Taxes on Fraud Victims.” The Democrat Chairman …

Election Year Antics: Senator Casey’s Report on Scam Victims and Taxes Read More

Beneficiaries
Personal Finance

Be Careful When Naming Beneficiaries

April 11, 2024April 10, 2024 - by Joe Oliver

You might not have thought much about beneficiary designations — but they can play a big role in your estate planning.

Be Careful When Naming Beneficiaries Read More
United States Capital
Government / National

Social Security Under Siege: Unraveling the Complex Debate That Impacts Millions

March 21, 2024March 21, 2024 - by Maryann Pugh

WASHINGTON, D.C. — In an event that highlights the nation’s political divides, Chairman Bob Casey (D-PA) of the U.S. Senate Special Committee on Aging led a hearing on Wednesday. The …

Social Security Under Siege: Unraveling the Complex Debate That Impacts Millions Read More
Retirement
Personal Finance

When should you take Social Security?

March 21, 2024March 21, 2024 - by Joe Oliver

One of your important sources of retirement income will likely be Social Security — but when should you start taking it?

When should you take Social Security? Read More

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