Make sense of the new rules for digital asset reporting, including transition relief for 2025 and safe harbors going forward.
Now weeks behind schedule, some federal retirees are still waiting on key tax forms to arrive by mail. Others are struggling to contact OPM for assistance.
Our two top picks for pain-free tax prep in 2026 face off on ease of use, coverage, support, mobile apps, and more.
Before you complete and file your taxes, take a look at these 11 IRS tax forms that you must completely understand before filing your taxes as a retiree.
Business Intelligence | From W.D. Strategies on MSN

Qualified charitable distributions: The legal move that can lower RMD taxes to $0

Have you ever wished you could simply wipe away your retirement tax burden while supporting the causes you care about? It sounds too good to be true, right? Yet there's a perfectly legal strategy ...
Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International stock ...
CHICAGO and MILWAUKEE and NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- YieldMax® today announced distributions for the YieldMax® Performance & Distribution Target 25â„¢ ETFs listed in the table below.
Qualified Dividends is a subset of, and included in, the Taxable Ordinary Dividends amount. Unrecaptured Section 1250 Gain is a subset of, and included in, the Taxable Capital Gain Distributions ...
The MarketWatch News Department was not involved in the creation of this content. CHICAGO and MILWAUKEE and NEW YORK, Feb. 03, 2026 (GLOBE NEWSWIRE) -- YieldMax (R) ETFs announced distributions for ...
(1) Section 199A Dividends, if any, are reported in Box 5 of Form 1099-DIV. Section 199A Dividends are a subset of, and included in, Ordinary Dividends, which are reported in Box 1a of Form 1099-DIV.
(MENAFN- GlobeNewsWire - Nasdaq) VIRGINIA BEACH, Va., Jan. 30, 2026 (GLOBE NEWSWIRE) -- Armada Hoffler Properties, Inc. (NYSE: AHH) announced the income tax treatment of its 2025 dividend ...
The common stock dividend of $0.3665 per share that was paid on January 15, 2026 to shareholders of record on December 31, 2025 will be applicable to the 2026 tax year. If you held common stock of ...