Tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

• Articles

  Five Most Overlooked Tax Deductions

  Five overlooked tax deductions to help manage your tax bill.

  Tax Rules When Selling Your Home

  The tax rules governing profits you realize from the sale of your home have changed in recent years.

  How to Appeal Your Property Taxes

  For homeowners who think their property taxes are too high, there are ways to appeal.

  Understanding Marginal Income Tax Brackets

  An inside look at how marginal income tax brackets work.

  You May Need to Make Estimated Tax Payments If…

  Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

  What Do Your Taxes Pay For?

  Here's a breakdown of how the federal government spends your tax money.

  View all articles

• Calculators

  Social Security Taxes

  Estimate how much of your Social Security benefit may be considered taxable.

  Tax Freedom Day

  Assess how many days you'll work to pay your federal tax liability.

  Home Mortgage Deduction

  Use this calculator to assess the potential benefits of a home mortgage deduction.

  Capital Gains Tax Estimator

  Use this calculator to estimate your capital gains tax.

  Comparing Investments

  This calculator compares the net gain of a taxable investment versus a tax-favored one.

  Federal Income Tax

  Use this calculator to estimate your income tax liability along with average and marginal tax rates.

  View all calculators