Beyond standard tax paperwork like W-2s and 1099s, there might be others you need to collect, like a 1099-DIV.

Source: The College Investor Here's our financial checklist of the best money moves you can make by the end of the year to ...

“Newlyweds, the time is now (or ideally before you take your nuptials) to reach a common financial ground with your loved one to achieve financial confidence as a team and live the life of your dreams ...

Before the new year, it's a good idea for every person to go through a year-end financial checklist, and especially retirees ...

Text Callout : Key Takeaways - Complete Checklist of Documents ... check with your employer or ask the IRS for copies of the documents you submitted with your tax returns. Pay stubs.

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THE Bureau of Internal Revenue (BIR) clarified that all required documents must be submitted for value-added tax (VAT) refund claims, regardless of the taxpayer’s risk level. Under Revenue Memorandum ...

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It's a great first step to working through your retirement checklist. A 403(b ... When contributing to a 403(b) plan in 2023, you’re limited to $22,500 in tax-deferred savings. The IRS announced in ...

For more information, read our full guide to surface cleaners. Print a copy of this checklist (PDF) to keep on hand, so you will be sure to have everything you need before heading out to pick up ...