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Personal finance and savings tax tips

How do your financial moves affect your tax status?

MAJOR LIFE CHANGES

Bought an investment

What are the tax implications of investment activity?

Had debt forgiven

Did you have a debt canceled or forgiven? Find out what that means for you.

Had stock transactions

Did you buy or sell stocks this year? Here's what that might mean for you.

Retirement / 65 and older

If you're retired, plan on retiring, or are 65+ years old, these financial tax tips are just for you.

PERSONAL FINANCE AND SAVINGS CREDITS AND DEDUCTIONS

Relevant credits and deductions

What other tax credits and deductions might apply to your financial activity?

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