Investment and Financial Markets

Learn why you received a substitute Form 1098, how to verify its details, and how to use it for accurate mortgage interest reporting on your tax return.

Learn how to accurately complete IT-2105 for New York estimated tax payments, including filing requirements, payment schedules, and income adjustments.

Learn how to retrieve past W-2 forms through employers or the IRS, understand eligibility requirements, potential fees, and best practices for recordkeeping.

Learn how to navigate California franchise tax requirements, payment methods, and potential adjustments to stay compliant and avoid unnecessary penalties.

Understand how FICA taxes apply to different types of HSA contributions, including employer funding, payroll deductions, and after-tax contributions.

Understand how California adjusts IRA deductions, including eligibility rules, phase-out limits, and reporting requirements for state tax returns.

Received a letter from Keystone Collections Group? Learn how to verify its accuracy, explore payment options, and understand potential next steps.

Compare the tax implications of filing jointly vs. separately as a married couple, including how deductions, credits, and income adjustments may affect your return.

Learn how the step-up in basis affects inherited assets, when it applies, and its role in estate and tax planning.

Understand how student loan forgiveness is taxed at the federal and state levels, which loans qualify for exemptions, and what reporting requirements apply.

Understand how RSUs are accounted for in financial records and the cash considerations needed to meet US federal tax obligations.

Understand the tax implications of lawsuit settlements, including which portions may be deductible and how to properly report them to the IRS.

Understand how taxes apply to leased vehicles, from monthly payments to lease buyouts, and how tax rules vary by location.

Understand the key considerations of maintaining a joint account after divorce, including ownership types, financial responsibilities, and tax implications.

Learn how to address unauthorized tax filings, protect your financial records, and take the right steps to prevent future identity-related tax issues.

Learn how a cashless exercise of ISOs impacts taxes, cost basis, and AMT, and discover key strategies for accurate reporting and compliance.

Understand the tax implications of a failed 1031 exchange spanning two years, including federal and state tax considerations, depreciation recapture, and IRS documentation.

Learn how claiming a spouse exemption on your taxes can impact your filing status, tax liability, and required documentation.