The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.