Tax basics guide

Taxes are paid on taxable income, not gross income. Taxable income is what is left after deductions and adjustments. Withholding is what your employer sends to the IRS during the year. A refund means you overpaid; a bill means you underpaid.

Section 01

Tax brackets are marginal

A marginal rate means only the dollars inside a bracket are taxed at that rate. Going into the next bracket does not make all your income taxed at the higher rate.

Section 02

Deductions vs credits

  • Deductions reduce taxable income.
  • Credits reduce tax owed directly.
  • A $1,000 credit is usually worth more than a $1,000 deduction.
Section 03

Avoid surprises

Review your withholding after big life changes: marriage, new job, side income, home purchase or having a child. Quarterly estimated payments may be needed for freelance or business income.

Next step · Free

Talk to a vetted tax pro

Get matched with a tax specialist who handles situations like yours.

Find a tax pro

Takes about 2 minutes · No obligation

Section 01

FAQ

Should I do my own taxes?

If you have one W-2 and no complex investments, software is usually enough. If you have a business, rental property or complex investments, a preparer can save money and headaches.

What records should I keep?

Keep W-2s, 1099s, proof of deductions and credits, and any tax return for at least three years.

Next step · Free

Talk to a vetted tax pro

Get matched with a tax specialist who handles situations like yours.

Find a tax pro

Takes about 2 minutes · No obligation

Evaluate a side hustle or career income strategy

A side hustle is paid work performed outside a primary job, often as an employee, contractor, seller, or business owner. Before choosing among side hustle ideas, estimate startup costs, ongoing expenses, time requirements, demand, payment terms, and tax responsibilities. Side hustles from home may still require licenses, insurance, secure technology, recordkeeping, or permission under a lease, HOA rule, or local regulation.

Employment income may also grow through additional responsibilities, a promotion, a job change, or improved skills. When learning how to ask for a raise, document relevant duties, results, market information, and the requested change without assuming approval. Update skills to put on resume using accurate examples, and prepare for common interview topics. Compare gross pay, benefits, commuting costs, schedule, stability, and taxes rather than evaluating an opportunity by headline pay alone.

Common questions

People also search for

  • side hustle
  • side hustle ideas
  • side hustles
  • side hustles from home
  • what is a side hustle
  • side jobs
  • how to start a side business
  • how to start small business
  • how to start a business
  • how to ask for a raise
  • goal setting
  • skills to put on resume
  • resume tips
  • tax calculator
  • calculator tax
  • irs withholding calculator
  • calculator with taxes
  • tax refund for
  • refund tax

Talk to a vetted tax pro

Start