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Insights, guides, and updates to help you navigate loans and agreements.

Two people reviewing and signing a document together at a table, representing a family loan forgiveness being finalized in writing
Tax Guide

How to Forgive a Family Loan Without a Gift Tax Bill in 2026

Forgiving a family loan counts as a gift to the IRS. See the 2026 exclusion amount, when Form 709 is required, and how to document it correctly.

Jul 15, 2026Read
Tax forms and calculator for family loan tax season preparation
Tax Guide

2026 Tax Season Guide for Family Loans: IRS Forms & Documentation

Complete tax season preparation guide for family loans in 2026. Learn which IRS forms to file, reporting requirements, deadlines, and step-by-step instructions for 1099-INT, Schedule B, and Form 709.

Feb 12, 2026Read