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Investing Specialists

What Your 2013 Tax Return Is Telling You

Go line by line to see whether you're maximizing credits and deductions and practicing tax-efficient portfolio oversight.


Note: This article is part of Morningstar's February 2014 Tax Relief Week special report. An earlier version of this article appeared April 16, 2012.

Around tax time, you often read stories about what you can glean by eyeballing your tax returns. Are you withholding too much or too little? Taking advantage of all the credits that are available to you? Making enough charitable contributions?

Christine Benz does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.