Tax Help Center

Resources and guidance

Welcome to our free tax filing resources and guidance for help with your taxes.

Featured articles for 2011 tax season

  • Filing Recommendations for 2011
    Here's our take on where to get the best deals for online return preparation, specialized software for active traders, and tax software to install on your computer. We also offer recommendations on how to select, and how to interact with, a tax professional.
  • Managing Income from a Roth Conversion
    The surge in 2010 Roth conversions, and special rules that apply to that year only, mean we need to be alert to a variety of strategies that can be used to manage the resulting taxable income.
  • Don't Overlook Savings Credit
    This is a nice tax benefit if you contribute to an IRA, 401k or other retirement plan and your income isn't too high — but it's easy to overlook.

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Tax help resources

  • Our Books
    Shop for our bestsellers on Roth accounts, capital gains and stock options.
  • Fairmark Forum
    The best place on the Internet to post questions about taxes.
  • Reference Room
    Find current tax rates, exemption amounts and many other numbers that change from one year to the next.
  • Fairmark Fast Form Finder
    Makes it easy to find and download IRS forms and publications.

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Our books

That Thing Rich People Do That Thing Rich People Do
The easiest way to learn the principles of investing.
Go Roth! - Complete guide to Roth accounts Go Roth!
Our complete guide to Roth IRAs and Roth accounts in 401k and 403b plans: choosing, creating, building and using these accounts.
Consider Your Options: book on employee stock options Consider Your Options
A plain-language guide for people who receive stock options or other forms of equity compensation.
Equity Compensation Strategies Equity Compensation Srategies
A text for financial advisors and other professionals who offer advice on how to handle equity compensation including stock options.
Capital Gains, Minimal Taxes Capital Gains, Minimal Taxes
Tax rules and strategies for people who buy, own and sell stocks, mutual funds and stock options.

Free tax pre software and service from TaxACT
Schedule D made easy  

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