Investment and Financial Markets

Learn how to track your state tax refund status, interpret updates, and address common processing delays effectively.

Discover when an EIN is required for rental properties, explore business structures, and learn about application steps and reporting requirements.

Discover why your state tax refund might be zero, exploring common factors like withholding, credits, and filing issues.

Explore the criteria for a qualified trade or business under Section 199A, including income thresholds and entity types, to optimize tax benefits.

Understand how at-risk operating losses impact QBI calculations and tax reporting for informed business financial management.

Explore the nuances of filing jointly in Texas without marriage, including common-law criteria and federal tax implications.

Learn how to accurately complete a W4P form with our straightforward, step-by-step guide, ensuring correct federal withholding from your pension.

Explore the factors influencing the size of your federal vs. state tax return, including rates, withholdings, and deductions.

Discover steps to take if someone else claims your dependent on their tax return, including how to resolve disputes with the IRS effectively.

Learn how refund transfers work, their purpose, eligibility, fees, and steps involved, plus insights on potential delays and common misconceptions.

Understand Form 8959 and the Additional Medicare Tax, including reporting requirements and implications for various income scenarios.

Learn how to handle missing document numbers on your interim NY license and ensure smooth financial transactions and credit applications.

Learn steps to take if your 1099-SA is missing, including communication tips and handling tax filing without it.

Understand the role of outstanding mortgage principal on Form 1098 and its impact on your mortgage interest deductions.

Explore how different governmental obligations may qualify for state tax exclusions and understand the criteria and variations across states.

Understand the differences between IRS Forms 1098-T and 1098-E and their effects on your tax credits and deductions.

Discover the typical timelines for IRS return rejections and learn about common errors and next steps for resolution.

Understand the tax implications of IHSS income with insights into federal and state rules, reporting guidelines, and effective recordkeeping practices.

Discover common reasons for IRS information mismatches and learn how to resolve these issues effectively for smoother tax processing.

Learn how to accurately report cash income without a 1099, manage taxes, and maximize deductions while maintaining precise financial records.