Can You Contribute to a 529 Plan for the Previous Year?
Explore the nuances of contributing to a 529 plan, including timing, tax implications, and state-specific rules for maximizing benefits.
Investment and Financial Markets
What Are Employer Contributions and How Do They Work?
Explore how employer contributions function, covering taxes, retirement plans, insurance, and equity incentives, plus reporting and deductibility insights.
Can You Convert a SIMPLE IRA to a Roth IRA?
Explore the process, requirements, and implications of converting a SIMPLE IRA to a Roth IRA for informed retirement planning.
How Do I Get My 5498-SA Form? Steps to Access or Request It
Learn how to access or request your 5498-SA form efficiently, ensuring your HSA records are accurate and up-to-date.
North Carolina Employer Withholding: What Businesses Need to Know
Navigate North Carolina’s employer withholding requirements with insights on processes, filing, and compliance to ensure smooth business operations.
Can You Claim a New Furnace on Your Taxes?
Discover how installing a new furnace may impact your taxes, including potential credits, deductions, and necessary documentation.
Do I Need a Rent Certificate for Taxes? What to Know
Understand the role of rent certificates in tax filings, explore alternatives, and learn how they can impact your tax return.
Do I Qualify for the Retirement Savings Contribution Credit?
Discover if you qualify for the Retirement Savings Contribution Credit by understanding eligibility criteria, income limits, and how to claim your credit.
How to Request a Form 3520 Extension and Avoid Penalties
Learn how to extend your Form 3520 filing deadline effectively and avoid potential penalties with our comprehensive guide.
Roth IRA Hardship Withdrawal: Rules, Penalties, and Exceptions
Explore the rules and exceptions for Roth IRA hardship withdrawals, including tax implications and qualifying criteria for early access.
What Are the 529 Room and Board Limits Set by the IRS?
Understand the IRS guidelines for 529 plan room and board limits, including how to determine allowable costs and ensure compliance with documentation.
How Do I Claim Child Care Expenses on My Taxes?
Learn how to navigate claiming child care expenses on your taxes with insights on eligibility, documentation, and filing methods.
How to Use the YMCA EIN for Child Care on Your Tax Forms
Learn how to accurately use the YMCA EIN for child care tax benefits, including locating the number and documenting payments for your tax forms.
Do Inherited Roth IRAs Have RMDs? Key Rules and Tax Implications
Explore the rules and tax implications of inherited Roth IRAs, including distribution requirements and beneficiary considerations.
If I Owe Taxes, Can I Still Get a Refund?
Explore how owing taxes can impact your refund eligibility and understand the nuances of federal and state tax liabilities.
Is Delaware a Reciprocal State With PA for Income Taxes?
Explore the tax relationship between Delaware and Pennsylvania, focusing on reciprocity agreements and nonresident tax obligations.
Illinois Non-Resident Income Tax: What You Need to Know
Understand the essentials of Illinois non-resident income tax, including taxable income, filing requirements, and potential penalties.
Ohio Filing Requirements for Non-Residents: What You Need to Know
Understand Ohio’s tax filing requirements for non-residents, including income sources, reciprocity, and potential penalties.
Ohio IT K-1 Instructions: How to Accurately Report Income and Withholding
Learn how to accurately report income and withholding on Ohio IT K-1 forms with insights on categories, credits, and filing requirements.
Utah Nonresident Filing Requirements for 1099-MISC Income
Understand the essentials of Utah’s nonresident tax filing for 1099-MISC income, including allocation, reporting, and payment options.