T he taxation of Social Security benefits is determined through a specific calculation. While not all benefits are tax-free, ...

But don't assume you'll get to collect those monthly Social Security checks tax-free. There's a good chance you'll end up ...

Learn about the Medicare IRMAA surcharge, how it's calculated, and how high-income retirees can plan to minimize its impact.

People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care ...

Social Security will replace about 40% of your former income if you were an average earner ... if your portfolio gives you an 8% yearly return, which is actually below the stock market’s ...

Using electronic filing methods including IRS Free File, Free File Fillable Forms and Direct File can help avoid math mistakes. Additionally, the systems will prompt taxpayers for missing information ...

The Form 1040 is an official document used by U.S. taxpayers to file their annual income tax returns. It includes sections ...