Here are the most common tax forms you, our clients, are receiving: Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your ...

W-2 forms are starting to arrive in mailboxes and inboxes. Here's why you need that form for the 2025 tax season.

While a tax deduction lowers your taxable income ... Not all solo businesses can get all credits included on this form, but Solo 401(k) plans qualify for Section II, which is dedicated to the ...

Life happens and sometimes we need to dip into our retirement accounts. But is it a good idea and are there tax implications? TheStreet sat down with Lisa Greene-Lewis, CPA and TurboTax expert ...

For this type of solo 401(k), you would pay taxes upfront on your contributions ... by entering your total contributions on line 28 of Form 1040 Schedule C for self-employed individuals, or ...

Coupled with the Secure Act 2.0, which was enacted to provide significant tax incentives for small businesses with employees, offering 401(k) plans can be nearly cost-neutral for the first three ...