Investment and Financial Markets

Learn how to document and verify your disability status for an IRA withdrawal, ensuring compliance with IRS rules and avoiding potential penalties.

Understand Pennsylvania residency rules, including time requirements, domicile distinctions, and necessary documentation for tax and legal purposes.

Understand how Wisconsin taxes gambling winnings and losses, including tax rates, reporting rules, deductions, and key considerations for residents and visitors.

Find out if the Toyota RAV4 Hybrid qualifies for a tax credit, how federal and state incentives apply, and what factors may impact your eligibility.

Understand how elective surgery expenses fit into tax deductions, key IRS rules, and what documentation you may need for potential deductions.

Learn how to securely download your tax return as a PDF, ensure the correct format, and access your records for future reference.

Understand why Box 1 on your 1098-T form may be blank, how it impacts education tax credits, and when you might need a corrected form.

Understand how AFLAC premiums are taxed, how they affect your take-home pay, and why employer policies and IRS rules determine pre-tax or post-tax status.

Learn how interest income is classified for tax purposes and whether it qualifies as earned income, along with key reporting requirements to consider.

Understand when business interest expenses are tax deductible, key IRS standards, and how proper recordkeeping impacts your deductions.

Learn who must file Form 1040-C, how to report taxable income, required documentation, and key steps to ensure accurate and timely submission.

Understand the tax implications of interest on life insurance loans, including deductibility factors, business use considerations, and documentation requirements.

Understand how goodwill is taxed when selling a business, including its classification, tax treatment, and documentation considerations.

Learn how to report your Uber earnings, track deductions, and manage self-employment taxes to stay compliant and maximize your tax efficiency.

Learn how to access, request, or correct your military retirement 1099 form efficiently, ensuring accurate tax reporting and financial record-keeping.

Understand how the tax deductibility of interest on a securities-based line of credit depends on loan purpose, IRS rules, and proper documentation.

Learn how to qualify for the full $2,500 American Opportunity Credit by understanding income limits, eligible expenses, and key filing requirements.

Understand the common reasons for owing taxes and explore practical strategies to adjust your tax planning and avoid unexpected liabilities.

Understand when money transfers through Western Union may be taxable, how gift and business transactions differ, and the importance of proper record-keeping.