Employee benefits

The Internal Revenue Service will begin accepting e-filed tax returns that contain dependents who have already been claimed on another taxpayer's return.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.

The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.

The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.

Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.

New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.

Accountants are planning their pregnancies to avoid having children during tax and audit busy seasons — and they're not happy about it.

Your clients have worked long and hard their entire adult lives to secure a comfortable retirement, so make certain they don't make one of the most common mistakes as they contemplate their options.

Heirs and their financial advisors should start figuring out how to minimize the tax impact of the end of the so-called stretch strategy, experts said.

Plus, CAQ releases generative AI guide for audit committees; US Bank announces new AR solution; and other accounting tech news.

The Treasury Department and the Internal Revenue Service issued final regulations Thursday to update the rules for required minimum distributions.

The Internal Revenue Service issued a warning to tax professionals to be on guard against the identity thieves who are targeting them and their clients.

Many plan participants told the U.S. Government Accountability Office they didn't understand their four main options — or the potential tax consequences.

Notice 2024-55 from the IRS explains exceptions to the additional tax for certain emergencies, and for victims of domestic abuse.

Reform's many aspects; healing your energy; BOI deadline problem; and other highlights from our favorite tax bloggers.

The amount of time that identity theft victims have to wait for tax refunds has increased as the Internal Revenue Service has shifted priorities, with some waiting nearly two years.

The Governmental Accounting Standards Board released a post-implementation review report on its pension standards and found they mostly accomplished their goals.