Investment and Financial Markets

Discover how small businesses can leverage tax credits effectively, understand eligibility, and ensure proper documentation for seamless filing and compliance.

Understand how North Carolina’s tax rates affect your income, deductions, and filing status, and learn how different income types are treated under state law.

Learn how to locate and complete the Social Security Benefits Worksheet for lines 6a and 6b on your tax return, ensuring accurate reporting of your benefits.

Learn how Fidelity reports wash sales on your 1099-B, how disallowed losses affect cost basis, and what to consider when tracking trades across accounts.

Learn how to replace a lost Form 2119, why it matters for tax records, and where to find a copy to ensure accurate reporting of past home sale transactions.

Learn how to qualify for and claim the small business startup tax credit, including eligibility rules, covered expenses, and how it fits into your tax return.

Learn how to accurately complete Schedule E (Form 1040) to report rental, royalty, and pass-through income while ensuring proper expense documentation.

Learn how a Texas Notice of Intent to Forfeit affects business compliance, key deadlines for resolution, and steps to reinstate good standing.

Learn why your student loan offset is suspended, what it means for your repayment, and how factors like disputes or financial hardship may impact the process.

Understand how Virginia taxes long-term capital gains, key deductions, and compliance requirements to optimize your tax strategy effectively.

Learn how Missouri’s public pension exemption works, including eligibility factors, qualifying plans, and the steps to claim your tax benefits.

Explore the tax implications of supporting a family member, including potential deductions, eligibility criteria, and necessary documentation.

Learn how to adjust the standard deduction when filing jointly, account for key factors, and ensure accuracy in your tax return.

Learn how tax rules distinguish hobby farms from businesses and what expenses may be deductible based on proper classification and recordkeeping.

Learn how to correct errors on your tax return by filing an amendment, including eligibility, required forms, submission methods, and potential tax impacts.

Understand why you received a Notice of Proposed Tax Due in Illinois, how to review the amount, payment options, and steps to dispute or address the notice.

Learn how military Tuition Assistance (TA) supports service members in funding education, covering costs, and integrating with other financial aid options.

Understand why you’re subject to the high-income Medicare tax, how income thresholds apply, and what factors influence withholding and reporting.

Understand how a Health Incentive Account affects taxes, contributions, and medical expenses, including employer funding and end-of-year balances.