Investment and Financial Markets

Delays in IRS refunds can stem from verification issues, errors, or processing backlogs. Learn common reasons and steps to resolve the hold on your refund.

Understand the key factors that may have caused your property taxes to increase, from reassessments to exemptions and local tax rate changes.

Learn how to pay estimated taxes in Georgia, including payment methods, deadlines, and strategies to avoid penalties while staying compliant.

Learn whether you can use a Visa gift card to pay taxes, potential limitations, additional fees, and best practices for managing payments and refunds.

Understand the tax implications of country club memberships, including deductibility rules and documentation requirements for accurate reporting.

Learn what Form 5398 is, its purpose, and when you may need to use it. Understand key sections, required attachments, and how to submit or correct it.

Learn how to securely pay your Massachusetts taxes online, explore payment options, and ensure accurate recordkeeping for a smooth tax filing experience.

Learn how to identify and correct excess Roth IRA contributions to avoid unnecessary taxes and penalties while staying compliant with IRS rules.

Understand how full-time student status impacts taxes, financial aid, and deductions, helping you navigate education-related financial decisions.

Learn how to request an underpayment penalty waiver, understand eligibility criteria, and navigate the submission process with the necessary documentation.

Learn how the tuition fees deduction works, who qualifies, what expenses are covered, and how it interacts with other education tax benefits.

Learn when to include a copy of your federal return with your California state tax filing and how submission methods impact documentation requirements.

Learn where and how to submit your ITIN application, including required documents, submission options, and processing timelines.

Learn how to accurately determine your Computershare cost basis after brokerage changes by tracking purchases, adjustments, and transfers for tax reporting.

Received a T2 form and unsure why? Learn common reasons it was issued and the steps you may need to take to stay compliant with tax requirements.

Understand how cell phone depreciation works for tax purposes, including recovery periods, methods, and business use considerations.

Learn how to navigate FUTA tax requirements, calculate liability, file correctly, and meet deadlines while maintaining accurate records for compliance.

Learn when sports tickets may qualify as a tax deduction, how donations impact eligibility, and the importance of proper record-keeping for compliance.