Investment and Financial Markets

Understand how FICA taxes apply to different types of HSA contributions, including employer funding, payroll deductions, and after-tax contributions.

Understand how California adjusts IRA deductions, including eligibility rules, phase-out limits, and reporting requirements for state tax returns.

Learn what Form 8322 is, how to complete it correctly, and key considerations to avoid errors and ensure compliance with IRS requirements.

Received a letter from Keystone Collections Group? Learn how to verify its accuracy, explore payment options, and understand potential next steps.

Compare the tax implications of filing jointly vs. separately as a married couple, including how deductions, credits, and income adjustments may affect your return.

Understand the key steps, legal requirements, and documentation needed to navigate the sale of farmland held in a trust.

Learn how the step-up in basis affects inherited assets, when it applies, and its role in estate and tax planning.

Understand how solo 401(k) contributions and reporting work, including tax implications, filing requirements, and key rules for self-employed individuals.

Learn how federal tax treaties impact different types of income, eligibility criteria, and the process for claiming benefits to optimize tax obligations.

Understand how student loan forgiveness is taxed at the federal and state levels, which loans qualify for exemptions, and what reporting requirements apply.

Learn how to manually file Form 8621 for tax compliance, including key requirements, necessary documentation, and submission guidelines.

Understand how RSUs are accounted for in financial records and the cash considerations needed to meet US federal tax obligations.

Learn how to run a simulated tax return to estimate your potential tax liability or refund, helping you plan ahead with greater confidence and accuracy.

Learn how to claim a Kansas City tax refund, avoid common filing issues, and track your refund status for a smooth and accurate process.

Understand the tax implications of lawsuit settlements, including which portions may be deductible and how to properly report them to the IRS.

Understand how taxes apply to leased vehicles, from monthly payments to lease buyouts, and how tax rules vary by location.

Understand the key considerations of maintaining a joint account after divorce, including ownership types, financial responsibilities, and tax implications.

Learn how to address unauthorized tax filings, protect your financial records, and take the right steps to prevent future identity-related tax issues.

Learn how a cashless exercise of ISOs impacts taxes, cost basis, and AMT, and discover key strategies for accurate reporting and compliance.