Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Form W-9 is an IRS form used to give your taxpayer information to someone who must report ...

The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...

Ever looked at your paycheck and wondered why your take-home pay seems off? It might have something to do with your W-4 form. If you’re starting a new job, picking up a side hustle or going through a ...

IRS says Form 4669 helps an employer to avoid penalties for failing to withhold taxes by showing the taxes were paid. But how can you certify that in advance?

Andy Smith is a Certified Financial Planner (CFP®), licensed realtor and educator with over 35 years of diverse financial management experience. He is an expert on personal finance, corporate finance ...

The Trump administration may have shuttered Direct File – the IRS’s short-lived experiment in tax-preparation software – but it doesn’t mean you have to pay to file your taxes. There are plenty of ...

Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. Form 56 serves as a conduit of communication between taxpayers ...

With taxes due next week, you might be starting to feel the pressure to get your tax return done ASAP. But don’t panic — you can file for an extension by April 15 and get an extra six months to ...