Can I Deduct My Cell Phone Bill From Taxes?
Learn how to determine the deductible portion of your cell phone bill for tax purposes, calculate business use, and maintain proper records for filing.
Investment and Financial Markets
Where to Find the 1099-DIV State Identification Number
Learn how to locate the state identification number on Form 1099-DIV, understand its role in tax reporting, and address missing or incorrect details.
How to Report Partner Retirement Plan Contributions on Tax Forms
Learn how to accurately report partner retirement plan contributions on tax forms, including eligibility, limits, and proper documentation requirements.
What Do You Need for a 401k Loan Application?
Understand the key requirements, employer policies, and repayment terms involved in applying for a 401(k) loan to make informed financial decisions.
How to Tell if You Took the Standard Deduction or Itemized
Learn how to determine whether you took the standard deduction or itemized by reviewing key tax documents and understanding common itemized deductions.
California Passive Activity Loss Limitations: What You Need to Know
Understand California’s passive activity loss rules, how they differ from federal law, and what they mean for tax reporting and loss carryovers.
What Is a Benefits Surcharge and How Does It Work?
Learn how benefits surcharges impact your health plan costs, why they apply, and what to consider when reviewing employer or insurer policies.
Can You File Taxes Jointly If Married Half the Year?
Learn how partial-year marriage affects your tax filing status, income reporting, and required documentation to ensure accurate and timely submission.
How to Pay the Art Tax in Multnomah County
Learn who needs to pay the Multnomah County art tax, available exemptions, payment methods, and what happens if you don’t comply.
Are Fantasy Football Winnings Taxable Income?
Learn how fantasy football winnings are classified for tax purposes, what deductions may apply, and the potential implications of state and federal requirements.
What Happens If a 401k Loan Is Not Paid Back?
Failing to repay a 401(k) loan can lead to taxes, penalties, and reduced retirement savings. Learn how plan rules and employer policies may impact your balance.
How to Calculate Aggregate Gross Receipts for Tax Purposes
Learn how to accurately calculate aggregate gross receipts for tax purposes, including key inclusions, exclusions, and compliance considerations.
Why Was My Bank Account Auto Debited Without Notice?
Unexpected bank account debits can result from authorized agreements, service contracts, or account terms. Learn how to identify and address these charges.
Am I Entitled to Half of the Tax Return After Filing Jointly?
Understanding how a joint tax refund is divided depends on factors like state laws, prior agreements, and financial contributions. Learn what affects your share.
Are Cleaning Fees Taxable for Landlords and Hosts?
Understand how cleaning fees are classified for tax purposes, when they may be subject to sales tax, and best practices for reporting and recordkeeping.
Is There an Amendment Fee for Tax Forms After Paying Initial Fees?
Learn when tax amendments may require additional fees, how costs vary, and what to expect when updating your return after initial payment.
Where Can I Find and Print Amended Tax Forms?
Learn how to locate, print, and submit amended tax forms while ensuring accuracy, tracking processing, and maintaining proper documentation.
Can You Claim Bonus Depreciation for a Roof Replacement?
Understand when a roof replacement qualifies for bonus depreciation, how to distinguish it from repairs, and the key recordkeeping requirements.
Where Do I Enter Information for AZ Form 348?
Learn where to enter information for AZ Form 348, how to report credits accurately, and the documentation needed for compliance.
How to Coordinate AOTC and 529 Plans for Educational Expenses
Learn how to strategically use AOTC and 529 plans together to maximize education benefits while meeting tax requirements and avoiding potential penalties.