Reid Kopald

For a 2025 death, the final Form 1040 reports income through the date of death. A personal representative usually files it, and a refund may require Form 1310. Estate income after death can trigger Form 1041, while Form 706 is a separate transfer-tax return. The following 3 forms separate the main federal filing jobs after a taxpayer di...

Reporting differs based on source: directly through exchange or through brokerage When trading cryptocurrency, the provided reporting differs based on the source of the crypto. One may buy cryptocurrency directly through an exchange (eg coinbase) or through ...

You can get in trouble with the Internal Revenue Service (IRS) in a variety of ways when using bitcoin, so it's worth learning the regulations. What's the larger picture? Bitcoin and other cryptocurrencies that you...

Tax season can feel a bit like preparing for a surprise pop quiz – except this quiz involves your entire financial life, and there’s a deadline. ...

Your 401(k) usually stays open when you move abroad, and a US citizen does not become a foreign payee just because of a foreign address. The real changes are practical and tax-related: employer-plan access, future contrib...

US citizens and residents must report foreign pension income on Form 1040 regardless of where the pension originated. The IRS taxes most foreign pension distributions under IRC §§ 61 and 72. Tax treaties may re...