Investment and Financial Markets

Understand the tax implications of an inherited coin collection, including cost basis, reporting requirements, and potential estate tax considerations.

Understand IRS payment processing times, factors that may cause delays, and what to do if your payment isn’t processed as expected.

Learn how Modified Adjusted Gross Income (MAGI) is calculated for IRMAA and how it affects Medicare premiums based on income-related adjustments.

Learn how to correct an excess IRA contribution by properly completing the removal form, understanding tax implications, and coordinating with your custodian.

Learn how long Form 2553 processing takes, factors that may cause delays, and how to check your status or follow up with the IRS efficiently.

Understand how a 403(b) is classified for tax purposes, how it differs from an IRA, and what that means for contributions, withdrawals, and rollovers.

Learn why your traditional IRA contribution may not be tax-deductible and how factors like income, filing status, and workplace plans can impact eligibility.

Understand IRS Code 8 and how the taxable return of contributions affects your income, filing process, and potential tax obligations.

Learn what IRS Stop 6525 means, why you received it, and how to respond effectively to avoid delays or complications with your tax processing.

Learn how the Indiana vehicle excise tax applies to your tax filings, including eligibility for deductions, exemptions, and key recordkeeping practices.

Learn how to determine the right number of exemptions to claim as a single filer and adjust your withholding to better match your tax situation.

Understand how military retirement pay is taxed, including disability provisions, survivor benefits, and IRS guidelines for different types of service.

Learn what IRS Error Code 428 means, how it relates to income verification, and the steps you may need to take to resolve it and avoid refund delays.

Learn how personal property tax is assessed, including valuation methods, exemptions, and local tax rates, to better understand your tax obligations.

Learn how IHSS live-in providers may qualify for tax-exempt income, key reporting rules, and important tax considerations to ensure compliance.

Learn how to correctly complete and submit Form 8379 to protect your share of a tax refund when filing jointly with a spouse who has past-due debts.

Understand how IRS Code 290 may affect your tax refund timeline, potential adjustments, and when to check your return status or contact the IRS.

Handling a refund check for a deceased person requires proper documentation and legal steps to ensure compliance with estate regulations. Learn the process here.