A step-by-step guide to help you fill out a W-4 Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax ...

If you give someone cash or property valued at more than the 2023 annual exclusion limit of $17,000 ($34,000 for married joint filers), you'll have to fill out Form 709 for gift tax purposes. But ...

Entering your information into online forms is a necessary evil, whether you're ordering business supplies or signing up for social media accounts, but the less time you spend filling in these forms, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas ...

As a small-business owner, if you contract to perform services, you must fill out a Form W-9 for each person with whom you contract. Your client will use this form when accounting for payments made to ...

Form 1040 is a federal income tax form that most people use yearly to report their tax information to the IRS. Taxpayers fill ...

Foreign individuals use IRS Form W-8BEN to certify their non-U.S. status and claim benefits such as reduced withholding rates that may be available because of an income tax treaty. The form helps ...

There are two main ways for entrepreneurs to save on their small-business taxes. One way is to claim tax deductions, and the other is to take advantage of small-business tax credits. Tax credits ...

SBA Form 413 is typically required as part of an SBA loan application. The SBA uses this form to evaluate your finances. SBA Form 413, formally titled “Personal Financial Statement,” is a document ...