Investment and Financial Markets

Understand the tax deduction limits for Goodwill donations, how to value items properly, and the documentation needed to support your charitable contributions.

Understand why you received a 1099-MISC from Minnesota, how it relates to your income, and what steps to take for accurate tax reporting.

Learn how to homestead your house, navigate the filing process, and understand potential tax benefits to make informed decisions about your property.

Learn how to confirm if your student loans were discharged by reviewing servicer updates, written notices, credit reports, and changes to your statements.

Understand how title insurance fits into closing costs, who typically pays for it, and how regional differences may impact coverage and final expenses.

Learn how to obtain, replace, and renew an IP PIN for your dependent to ensure secure tax filing and protect against identity theft.

Learn whether TSA PreCheck fees qualify as a tax deduction, key IRS guidelines to consider, and how to properly document and report the expense.

Understand how California Paid Family Leave (PFL) is taxed at the state and federal levels and what it means for your tax return and withholdings.

Learn how IRS extensions apply to disaster-affected areas, which filings qualify, and how to claim additional relief while avoiding penalties and interest.

Understand Arizona’s tax system, including income, corporate, and sales taxes, plus key deductions, credits, and filing requirements to stay compliant.

Understand when flood insurance is tax deductible, how it applies to businesses and rentals, and what records you need to maintain for tax purposes.

Learn how to file a New York State tax extension, including eligibility, required forms, payment proof, and what to do after your request is approved.

Owing taxes can result from withholding issues, self-employment income, or missed credits. Learn common reasons and how to avoid surprises on your return.

Understand how military retirement pay is classified for Roth IRA contributions and whether it meets the IRS definition of earned income.

Learn how to accurately complete Indiana Form IT-65 for pass-through entities, including income allocation, tax calculations, and filing requirements.

Understand the role of Box 6 on a 1099-NEC in state tax withholding, its impact on filing, and what to do if the information changes.

Learn what IRS Form 4137 is, when it applies, and how to report unreported tip income correctly to ensure accurate tax filings and avoid potential issues.

Learn how rent may factor into tax deductions in New York, including eligibility considerations for self-employed individuals and business-related expenses.

Discover potential tax benefits for grad school tuition, including credits and deductions, and learn about eligibility requirements and necessary documentation.