#tax
18 stories

VNQ Dividends Qualify for 20% Deduction
Three IRS rules determine how much of your VNQ dividends qualify for a 20% tax deduction.
24/7 Wall St. · 1m

Indonesia's Tax Drive Upsets Ecommerce Sellers
Indonesia's new ecommerce tax disrupts sellers and businesses.
Nikkei Asia · 1m
Rachel Reeves left John Healey in a hole
Rachel Reeves' policy shift leaves John Healey with no escape from financial chaos.
The Express · 1m

She'll Put Her Son on the Deed and Keep Living in the House
Adding a son to property deed skips probate but risks half step-up tax benefit.
24/7 Wall St. · 1m

At 78 He'll Need $150,000 Without Tax
An 78-year-old can borrow against stocks held since the 1990s to access $150,000 tax-free until death.
24/7 Wall St. · 1m

She'll Inherit $500,000 IRA at 54
Daughter plans to leave father's IRA untouched for 10 years despite IRS annual withdrawals.
24/7 Wall St. · 1m

Why Traditional 401(k) Is Worst Account to Die With
Affluent investors over 60 convert 401(k)s to avoid tax bills for heirs.
24/7 Wall St. · 1m

Seattle Layoffs Trigger HSA Tax Problem
Laid-off workers near 65 face hidden Medicare-HSA tax trap after six months of deposits.
24/7 Wall St. · 1m

Verifactu Delay for Spanish SMEs
Spanish tax system delays electronic invoicing for small businesses.
euronews · 1m

Siblings Inherit Same IRA, Different Rules
Two siblings inherit identical $200,000 IRAs from same sister who died at 65. One must empty it in 10 years, the other stretches withdrawals decades.
24/7 Wall St. · 1m

The Battle to Pass a Billionaire Tax
California voters will decide if a billionaire wealth tax passes in November 2026.
The New Yorker · 1m

9 Year-End Payroll Mistakes to Avoid
Software helps prevent payroll errors before tax season.
PCMAG · 1m
UK fuel prices hit £2 a litre as Labour faces pressure to scrap Fuel Duty hike
Near-record fuel prices threaten inflation, forcing Labour to reconsider planned Fuel Duty hike amid driver backlash
Dailymail · 2m

Brothers' IRA Dilemma: Tax Strategy Wins
Two brothers start with identical IRA balances but end up with vastly different retirement wealth due to tax strategy choices.
24/7 Wall St. · 1m

State pension jumps 3.9% in April 2027
Wage growth just set next year's pension rise, and it pushes the full new state pension past the tax-free line for the first time.
MoneyWeek · 2m

How to make the government pay you 5.9%
Gilt yields are at their highest since 1998, and the tax treatment makes some of them better than any savings account.
Dailymail · 2m

Badenoch eyes scrapping the death tax
Tory sources say inheritance tax could go entirely if Kemi Badenoch reaches No 10, paid for by cutting the welfare bill.
Dailymail · 3m

The retirement tax trap nobody planned for
Frozen thresholds are quietly pulling over a million pensioners into 40% tax and beyond, and there are ways out.
MoneyWeek · 2m