Investment and Financial Markets

Understand the role of Form 8892 for non-residents managing U.S. tax payments or releasing federal estate tax liens on U.S.-based property.

Learn how employers use direct retirement contributions, separate from matching, as a strategic tool for effective plan design and regulatory compliance.

Navigate your business’s annual 1099 filing requirements. This guide provides a complete overview of the process to ensure accurate and timely reporting.

A federal tax credit may lower the cost of a home clean energy system. Understand the financial framework and procedural requirements for claiming this incentive.

Learn how contribution eligibility changes upon enrollment and how your existing funds can be used tax-free for certain Medicare premiums.

Navigate the requirements for the City of Lansing income tax. This guide clarifies how the local tax applies based on your residency status and sources of income.

Explore the operational and documentary standards interstate carriers must meet to correctly claim the Illinois rolling stock sales tax exemption.

Filing a tax extension has its own deadline. If that date has passed, understand what it means for your return and the actions to take to manage your tax liability.

Understand the mechanics and long-term obligations of electing to pay the Section 965 transition tax liability over an eight-year period.

Understand the mechanics of the 3.8% Net Investment Tax, which is determined by both your income level and the specific sources of your investment earnings.

A procedural guide for fiduciaries on reporting income for an estate or trust and correctly allocating tax liability to its beneficiaries.

Your W-2 arrival date isn’t fixed. This guide explains the factors affecting its delivery and what to do to prevent a tax filing delay.

The maximum you can contribute to a 529 plan isn’t a single figure. It’s a balance of federal tax guidelines and state-specific aggregate policies.

Eligibility for the EV tax credit is multifaceted, involving your finances, specific vehicle criteria, and the procedure for receiving the funds.

For self-employed dentists, understanding business write-offs is key to managing tax liability. Explore strategies for reducing your taxable income.

Learn why certain untaxed income must still be reported on your tax return and how this information affects your eligibility for credits and deductions.

Explore the procedural duties for transfer agents under SEC Rule 17ad-17, which sets forth the required search framework for locating lost securityholders.