Investment and Financial Markets

Understand the current IRS requirements for submitting information returns. This guide clarifies when electronic filing is mandatory based on your total form count.

In PA, unemployment eligibility can depend on your work reality, not just a 1099 form. Understand how the state determines a worker’s true status.

Learn how housing authorities assess eligibility for married individuals living apart. Your household composition, not just legal marital status, can determine aid.

Claiming the Iowa Homestead Credit is a one-time process that can lower your property taxes. Find clear guidance on completing the application to secure your reduction.

As a gig worker, you’re likely considered a business owner by the IRS. Learn what this self-employed status means for calculating and paying your taxes.

Understand the 1% excise tax on stock repurchases. This overview explains how the taxable base is calculated after applying netting rules and key exceptions.

Farmers have unique responsibilities for Social Security. Learn how net earnings affect your contributions and discover rules that can help ensure coverage.

When a business is sold, the fate of its profit-sharing plan depends on the sale’s structure. Learn about the process and your options for your account.

Filing an 83(b) election for a profits interest is a strategic decision that establishes the long-term tax treatment for this form of partnership equity.

An examination of *Freytag v. Commissioner*, where a tax dispute prompted the Supreme Court to clarify the Tax Court’s constitutional status and judicial authority.

Learn how to use Form W-4V to have federal income tax withheld from Social Security benefits, a key tool for managing your annual tax obligation.

A guide to the US-Norway tax treaty, explaining the system for allocating taxing rights, the methods for preventing double taxation, and its impact on US persons.

Understand the framework of § 1.163-8T, which governs how interest expense is characterized for tax purposes based on how debt proceeds are spent.

Learn how U.S. estate tax law classifies the property of non-domiciled individuals, a key factor in determining potential tax obligations.

Successfully claim the 25C heat pump tax credit. This guide clarifies the process, from ensuring your equipment qualifies to filing the correct forms.

The federal solar tax credit isn’t limited to a primary residence. Learn how the personal use of a second home can make you eligible for this tax incentive.

Learn the mechanics of the dividend imputation system. This guide clarifies how franking credits connect company tax to an investor’s tax assessment.

A full siding replacement is a significant update that can impact your property taxes. Learn how this improvement is viewed and valued for tax purposes.