Kelly Phillips Erb

The final 1040 could be just the beginning. What estate executors and survivors need to know about retirement accounts, refunds, back taxes, liens and Form 1041.

A court found that Spain failed to prove the singer was a tax resident in 2011. The case is a reminder that where you live—and how you document it—can matter a lot at tax time.

A guide to what receipts, documents and forms must be saved, and for how long, to satisfy the IRS. Plus, tips for storing, scanning and shredding all that paper.

A handy guide to what receipts, documents and tax forms must be saved, and for how long, to satisfy the IRS. Plus, tips for organizing, storing, scanning and shredding all that paper.

Advice for survivors on everything from state inheritance and estate taxes to inherited IRAs to sorting through a lifetime of possessions and papers. Plus, sparing your own heirs.

You expect the death of a spouse, parent or other close relative to be emotionally wrenching.

Plus: Not reporting foreign gifts can cost you, U.S. Tax Court, the new car loan interest deduction, and Shakira’s latest residency tax win in Spain.

The accounts still can't accept contributions until July 4. Amid fears scammers could target the rollout, Treasury warned families to use only official channels.

Even if you're not a billionaire, you can avoid trouble by settling some money and property issues in advance of marriage.

Plus: Estate planning abroad, AI isn’t your lawyer, Trump Accounts launches an app, OECD updates, new jobs and moving expenses, Taxes from A to Z, tax trivia and more.