Investment and Financial Markets

Understand why your self-employment tax rate may be higher than expected by exploring key factors, calculations, and potential deductions that impact your liability.

Understand how Colorado taxes pensions, including available deductions, residency rules, and key factors that impact your retirement income.

Learn why you may not be receiving the Illinois Property Tax Credit, including eligibility factors, income considerations, and common filing mistakes.

Understand how SAT proctors are paid, how their earnings are taxed, and the key factors that determine their compensation structure and tax obligations.

Learn how unused solar tax credits can be carried forward, how they impact future returns, and what rules apply to maximize potential savings.

Understand the UCRP tax category, how it appears on your W-2, and its role in retirement contributions, wages, and tax withholding.

Learn how Pennsylvania Schedule D applies to capital gains and losses, when filing is required, and how state-specific rules may affect your tax return.

Understand which assets are subject to Oregon estate tax, including real property, financial accounts, and certain intangible assets, to help with estate planning.

Understand how California’s long-term capital gains tax rates vary by income, filing status, and potential surcharges, plus ways to offset your tax burden.

Learn what the Schedule 4 tax form is, who needs to file it, and how it fits into your overall tax return to report additional taxes accurately.

Learn how to locate and complete the Social Security Benefits Worksheet for lines 6a and 6b on your tax return, ensuring accurate reporting of your benefits.

Learn how Fidelity reports wash sales on your 1099-B, how disallowed losses affect cost basis, and what to consider when tracking trades across accounts.

Learn how to accurately complete Schedule E (Form 1040) to report rental, royalty, and pass-through income while ensuring proper expense documentation.

Learn why your student loan offset is suspended, what it means for your repayment, and how factors like disputes or financial hardship may impact the process.

Understand how Virginia taxes long-term capital gains, key deductions, and compliance requirements to optimize your tax strategy effectively.

Learn how Missouri’s public pension exemption works, including eligibility factors, qualifying plans, and the steps to claim your tax benefits.

Explore the tax implications of supporting a family member, including potential deductions, eligibility criteria, and necessary documentation.

Understand why you received a Notice of Proposed Tax Due in Illinois, how to review the amount, payment options, and steps to dispute or address the notice.

Understand how a Health Incentive Account affects taxes, contributions, and medical expenses, including employer funding and end-of-year balances.