Investment and Financial Markets

The tax outcome of a Roth IRA withdrawal depends on a specific sequence and key factors like your age and how long your account has been open.

Clarify the process for claiming California’s tax credit after installing an energy-efficient heat pump, ensuring all state requirements are met.

See how your 401(k) plan impacts your AGI. Understanding the difference in contribution types can help you manage your taxable income for the year.

Finalizing your Connecticut tax return? This guide provides the necessary details for a successful paper submission to the Department of Revenue Services.

Securing a filing extension for Form 990-T provides more time to prepare, but the tax payment deadline remains. Learn how to manage this process correctly.

Learn how your total income impacts the federal taxation of your disability benefits, which remain exempt from Michigan’s state income tax.

A guide to the federal payroll tax on your income. We explain how rates, income thresholds, and your employment type affect what you owe and why.

Understand the tax obligations for your Cash App stock activity. Learn how holding periods affect your capital gains and what you need for accurate tax reporting.

Understand the detailed requirements for the Employee Retention Credit to accurately prepare and submit your claim while navigating current IRS processing realities.

Navigate your Schedule E filing with a structured approach. Our guide covers everything from document prep to the key tax rules impacting your return.

Understand the tax process for selling business equipment. Learn how prior depreciation impacts your taxable gain and how it’s classified for reporting.

Navigate the key distinctions in FAR 31.205-41. This guide explains the government’s rules on tax costs for compliant and accurate contract management.

Understand the formal procedures for notifying the IRS about potential employer payroll tax violations and what to expect from the confidential process.

Understand the IRS framework for worker classification. The determination hinges on who has the right to direct and control how the work is accomplished.

Navigate the tax reporting for a business asset sale. Learn how purchase price allocation on Form 8594 impacts both buyer and seller tax outcomes.