The basics of IRS Form 1040 (Schedule R) 2008-2009

Gitf-tax limits apply to 529 college savings plans...sort of. There is a loophole that lets you give more than $13,000 to a 529 plan in one year.

The basics of IRS Form 1040-A (Schedule 1) 2008-2009

Most people are familiar with the traditional and Roth IRA. But for some, they should look into a non-deductible IRA. Here's what it is and what you should consider before signing up.

(Originally posted 2/28/2008). A few weeks ago we promised to review all of the free federal tax software that the Internal Revenue Service and 19 tax companies provide taxpayers who make $54,000 or less a year ($56,000 in 2008). True to our word, three FiLifers who qualified for the Free File service gathered together their tax ...

The basics of IRS Form 1040 (Schedule SE) 2008-2009

The level of tax-prep assistance you need will depend on the sophistication of your finances and investment returns.

Tax-preparation services are like those auto tune-up centers at malls—except they’re good with numbers.

The basics of IRS Form 1040-ES (E) 2008-2009

The basics of IRS Form 1041-N 2008-2009