Whether your goal is to lower your taxes or just file them on time, the key is preparation. To answer your tax questions, we’ve compiled a selection of informational articles on such key tax topics as capital gains, retirement savings, stock options, refunds, and more.
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You’ll receive many documents during tax time. Here are the most common forms explained, and how to track down any that are missing.
Whether you’re preparing your return yourself or using a tax accountant, these how-tos and tips will help.
Expecting a tax refund? Learn about IRS refund processing times and how to get yours fast.
Learn how investment income from dividends, interest, capital gains, and cryptocurrency is taxed.
Planning for retirement includes considering your current and future taxes. These articles will help you understand your options.
If your compensation includes equity, it’s important to know the tax implications.
Learn how student loans and student loan forgiveness can affect your tax situation.
If you’re a small business owner or self-employed freelancer, doing your taxes can be involved. Get information here on your tax payments and benefits.
Do you have more tax questions? SoFi has answers!
The following links can help you file, pay, and check on the status of your taxes.