Strategies to optimize your finances

IRS Form 8615 applies the kiddie tax, taxing a child's unearned income above $2,700 at the parent's marginal tax rate. See who must file.

Form 5329 reports the additional taxes on early distributions, excess IRA contributions, and missed RMDs. See when to file it and when you don't.

Form 5329 reports additional taxes on IRAs and retirement plans, like the early withdrawal penalty and excess contributions. Here is how it works.

Learn how qualified charitable distributions work, who qualifies, QCD limits, and how to reduce taxable IRA distributions through charity.‍

How to fill out Form 8889 to report HSA contributions, distributions, and deductions on your tax return.

IRS Form 8027 reports tip income and allocated tips for large food or beverage establishments. See who must file and how the 8% allocation works.