Investment and Financial Markets

Understand the tax implications of selling HSA investments, including how gains, losses, and withdrawals impact your financial strategy and reporting.

Learn how Goodwill provides donation receipts, what details they include, and how they can help with tax documentation and record-keeping.

Learn whether H&R Block accepts credit cards for payment, potential fees involved, and what to consider before choosing this payment method.

Learn how to navigate Ponzi scheme loss deductions under the Safe Harbor rules, including eligibility, filing steps, and carryover considerations.

Understand how Pennsylvania taxes lottery winnings, including reporting requirements, potential exclusions, and local tax implications.

Learn whether forming an LLC for an out-of-state rental property is necessary, considering liability protection, tax implications, and compliance requirements.

Find out if you need to file an Oregon state tax return based on residency, income sources, and available deductions, plus key steps for compliance.

Learn who needs to file Form 3804-CR, how pass-through entity credits are allocated, and key factors that can impact approval or require adjustments.

Learn how to qualify for and claim the Oregon Rural Practitioner Tax Credit, including documentation requirements and filing guidelines.

Learn how the self-employed health insurance deduction interacts with the Premium Tax Credit and impacts adjusted gross income under IRS rules.

Understand the key steps to selling ESPP shares after leaving a company, including transfer requirements, tax considerations, and brokerage setup.

Understand the tax implications of selling a home used for business, including basis adjustments, depreciation recapture, and reporting requirements.

Understand how sales tax applies to rent, including key differences by property type and location, compliance requirements, and potential tax obligations.

Learn who needs to file Form 1120S, how it impacts S corporation taxes, and what shareholders should know about distributions and reporting requirements.

Learn how to navigate Florida sales tax filing, from registration to compliance, ensuring accurate reporting and avoiding common filing mistakes.

Learn when the IRS pays interest on amended returns, how it’s calculated, and what factors affect the timing and amount of your refund.

Understand when gain is recaptured as ordinary income, how different asset types trigger recapture, and key tax reporting considerations.

IRS Letter 3064C requests additional information to resolve a tax issue. Learn why you received it and how to respond effectively to avoid delays.

Understand how Illinois taxes Roth conversions on retirement accounts, how it differs from federal rules, and key factors to consider for accurate state filings.