Investment and Financial Markets

Learn how F1 visa holders can navigate FICA tax exemptions, ensure compliance, and request refunds for overpayments with clear guidelines and documentation.

Learn how the IRS determines the value of donated clothing, what documentation is required, and how to accurately report noncash charitable contributions.

Earning income from a second job can impact your tax rate, withholding, and deductions. Learn how to manage your tax obligations effectively.

Learn how to complete and submit the PA100 form for business tax registration in Pennsylvania, including key sections, filing methods, and next steps.

Understand why no federal tax is withheld from your paycheck, how your W-4 choices affect it, and what it means for your tax return.

Learn how Louisiana taxes pension income and Social Security benefits, including key residency rules and filing requirements that may impact retirees.

Learn the best way to organize and secure your paper tax return to ensure it is processed efficiently and without delays.

Understand how IRAs impact Medicaid eligibility, including income considerations, spousal rules, and potential penalties for misreporting or noncompliance.

Understand whether staircase repairs qualify as tax-deductible expenses or capital improvements, and learn how proper documentation impacts tax treatment.

Learn how Kansas’ 529 plan tax deduction works, including eligibility, contribution limits, and rules for qualified and nonqualified withdrawals.

Learn how partnerships can establish a SEP IRA for K-1 income, including eligibility, contribution rules, tax considerations, and administrative steps.

Understand how a life estate impacts property basis, capital gains, and tax treatment, including key conditions for a step-up and transfer considerations.

Understand how the Section 179 business income limitation affects deductions, including key rules, income aggregation, and carryforward considerations.

Learn how South Carolina’s income tax system works, including who needs to file, available deductions, and how tax rates are determined.

Not everyone receives a 1040 form for taxes. Filing depends on income, tax status, and specific circumstances that may require a return.

Understand New Jersey’s inheritance tax, including who is liable, beneficiary classifications, exemptions, and key filing requirements to ensure compliance.

Learn how to find, complete, and use the Schedule D Tax Worksheet PDF to accurately report capital gains, losses, and adjustments on your tax return.

Understand the tax treatment of employer-paid moving expenses, including reporting requirements, employee tax implications, and key documentation practices.

Learn how Georgia tax credits can reduce your state tax liability, who qualifies, and the steps to claim them on your return.

Learn how Social Security repayment works, including repayment options, timing, potential consequences, and how it may impact your taxes.