Investment and Financial Markets

Learn how to track your STAR rebate check, understand potential delays, and find solutions if your payment hasn’t arrived as expected.

Learn how to assess a condo’s land and improved value using common valuation methods, property assessments, and key financial considerations.

Learn how to accurately report step-up basis on rental property, including valuation, depreciation adjustments, and tax filing considerations.

Understand how New York taxes work, including key rates and types, to better navigate your financial obligations in NYC.

Learn how to report Form 1099-R on your Form 1040, including where to enter distributions, taxability considerations, and federal withholding details.

Learn where to find your tax refund amount on your return, how additional schedules may impact it, and common mistakes that could affect your final total.

Learn which pensions are exempt from Alabama state taxes, including benefits for public employees, federal retirees, and military personnel.

Learn how to accurately report qualified dividends on your tax return, ensure compliance with IRS guidelines, and address potential filing discrepancies.

Learn what Distribution Code H on a 1099-R means for Roth 401(k) rollovers, how it affects taxes, and why accurate reporting is essential.

Learn how to accurately report cash liquidation distributions from Form 1099-DIV, adjust cost basis, and ensure proper tax treatment for compliance.

Learn where to obtain a 1096 form for tax filing, including options from the IRS, retailers, and bulk suppliers to meet your specific needs.

Learn how to check the status of your CP09 notice for unclaimed Earned Income Credit using online tools, phone inquiries, or mail correspondence.

Learn how high-income earners can navigate tax rules to deduct rental losses effectively while meeting IRS requirements and avoiding common pitfalls.

Understand the tax implications, reporting requirements, and key rules to follow when transferring funds from a traditional 401(k) to a Roth 401(k).

Learn how to claim the Colorado EV tax credit, including eligibility, required documents, and filing steps to ensure a smooth process on your tax return.

Understand when legal fees are tax-deductible, which expenses qualify, and how to properly report them to stay compliant with IRS rules.

Learn how sending money to yourself on PayPal works, including fees, limits, and tax factors that may affect personal and business transactions.

Understand when you need to issue a 1099 for payments made through PayPal and how IRS rules and reporting requirements apply to different transaction types.

Learn how to properly report charitable contributions from your IRA, meet IRS requirements, and ensure accurate tax documentation for your deductions.