Investment and Financial Markets

Explore the key factors that influence your tax refund, including filing status, credits, deductions, and potential delays.

Explore how filing separately affects using your HSA for your spouse’s expenses and understand the rules and potential penalties involved.

Explore how Form 1095-C impacts your tax filing, potential credits, and adjustments to optimize your tax obligations.

Learn how to accurately report Solo 401(k) contributions on your tax return, including key forms and guidelines for different employment types.

Learn about New York’s tax return acceptance timeline, processing durations, and tips to avoid common filing errors.

Learn how to replace a lost Form 3922, verify essential data, and navigate tax filing challenges effectively.

Learn how to identify and correct errors on 1040 Schedule 3 to ensure accurate tax credits and payments, and understand the impact on your refund or balance.

Navigate New Jersey state taxes with ease by understanding filing requirements, tax rates, deductions, and refund processes.

Understand how the IRS determines boat depreciation life for tax purposes, including methods, recovery periods, and reporting requirements.

Understand the role of Box 10 on your W-2 for dependent care benefits and its impact on tax filing and credits.

Understand the role of a Tax ID in managing a revocable living trust and its implications for trustees and financial accounts.

Understand why your 401K rollover may be taxed as income and learn about the rules, timing, and reporting requirements involved.

Explore the tax implications of discrimination settlements, including federal rules and state requirements for different settlement components.

Learn how to easily access and manage your 1099-G form online in California through the EDD portal, ensuring accurate and timely tax reporting.

Explore how a raise impacts your taxes and take-home pay, including tax brackets, withholdings, and potential adjustments to credits.

Learn about Colorado’s Form 104, its filing requirements, residency rules, and submission methods to ensure accurate state tax reporting.

Learn how carrybacks can optimize your tax strategy by adjusting past returns and claiming eligible losses or credits efficiently.

Explore how paying off your mortgage might impact capital gains tax and learn about potential exclusions and cost basis adjustments.

Understand when you might receive a 1099-R even without withdrawing funds, including rollovers, recharacterizations, and other unique scenarios.