Investment and Financial Markets

Learn who must file New York Form IT-203 as a nonresident, how to report income, allocate earnings, and ensure compliance with state tax requirements.

Learn how to claim the MCC mortgage credit on your tax return, including eligibility requirements, calculation methods, and the filing process.

Learn how to file your New York State taxes efficiently with this step-by-step guide covering forms, filing methods, payment options, and key considerations.

Learn how to claim a credit for Alternative Minimum Tax paid in a prior year, including eligibility, calculation methods, and key filing considerations.

Understand how New York taxes unemployment benefits, how it differs from federal rules, and what steps to take for accurate reporting and potential tax savings.

Understand who is responsible for Denver’s Occupational Privilege Tax, how it’s paid, and what happens if you don’t comply.

Learn how to calculate taxes step by step, from determining taxable income to applying deductions, credits, and tax brackets for an accurate final amount.

Understand how earned and unearned income differ, how they impact taxes, and what they mean for financial planning and retirement contributions.

Felons can receive tax refunds, but certain debts may affect the amount. Learn how filing, garnishments, and compliance impact eligibility.

Learn how to identify and correct tax withholding errors, understand your employer’s responsibilities, and take steps to avoid potential tax liabilities.

Understand when to issue a 1099 to your property management company, including exemptions, payment thresholds, and key recordkeeping considerations.

Learn where to obtain a Pennsylvania Property Tax Rebate form through official sources, local offices, mail requests, and third-party options.

Understand the MCTMT, who is required to pay it, how liabilities are calculated, and key filing deadlines to ensure compliance with tax obligations.

Learn how to identify your business’s 6-digit NAICS code using government databases, official documents, and industry directories for accurate classification.

Understand how Starbucks’ tuition reimbursement and benefits affect your taxes, including income reporting, deductions, and potential education credits.

Understand how long-term disability payments are classified for tax purposes and whether they count as earned income when filing your taxes.

Understand when to use Form 8919 Line 6, what compensation to report, and how to address employer classification issues and Social Security tax concerns.

Understand the ETrade Supplemental Statement, how it refines your investment records, and its role in accurate tax reporting and portfolio management.