Investment and Financial Markets

Missing the October 15 tax deadline can lead to penalties, interest, and refund delays. Learn what to expect and how to address a late filing.

Understand when you need to report your spouse’s income on your tax return and how different filing statuses and state laws impact your tax obligations.

Learn how not claiming your child on taxes affects credits, deductions, and filing status, and what to expect from the IRS in terms of adjustments.

Understanding state tax obligations for federal employees living overseas depends on residency, domicile, and specific state provisions. Learn key considerations.

Learn how child survivor benefits are taxed, who is responsible for reporting them, and how they may affect overall tax liability and potential refunds.

Understand how deferred compensation is handled after death, including payout options, tax considerations, and the role of beneficiaries and estate planning.

Learn how to reimburse employees for health insurance premiums while considering tax implications, compliance requirements, and coordination with other benefits.

Learn what happens to unused HSA funds, including tax implications, withdrawal rules, and how they can be preserved or passed on over time.

Learn what Form 592-B is, who needs to file it, and how it relates to tax withholding and reporting requirements for certain payments in California.

Understand the key factors that can prevent you from contributing to a Health Savings Account and how different types of coverage or status may impact eligibility.

Learn how the USAA Senior Bonus Distribution works, including eligibility, calculation, tax treatment, and timing to help you plan effectively.

Learn how the residential energy credit applies to rental properties, including eligibility requirements, usage considerations, and necessary documentation.

Learn how to correct tax return mistakes, when to file an amendment, and how adjustments may impact your refund or balance due.

Learn how to use PayPal for tax payments, including availability, fees, and documentation to ensure a smooth and secure transaction process.

Owing taxes for consecutive years can lead to added costs, financial restrictions, and potential collection actions. Learn how to manage and resolve tax debt.

Understand how a UNG K-1 impacts your IRA, including tax considerations, reporting requirements, and potential implications for UBTI and state filings.

Learn how to efficiently pay Virginia estimated taxes online, from registration to submission, with guidance on payment schedules and record-keeping.

Understand the key factors your business should consider before lending money to another company, from legal requirements to financial implications.

Understand how a temporary move affects your state taxes, residency status, and filing requirements while ensuring compliance and maximizing potential tax benefits.