What to Do With an Old HSA Account You No Longer Contribute To
Learn how to manage an old HSA account you no longer contribute to, including rollover options, tax considerations, and ways to use remaining funds.
Investment and Financial Markets
How Does Charles Schwab EAC Help Manage Equity Awards and Taxes?
Learn how Charles Schwab’s Equity Award Center (EAC) simplifies equity compensation management, from tracking awards to handling tax reporting and transactions.
Why Are Capital Gains Taxed Lower Than Ordinary Income?
Explore the reasoning behind lower tax rates on capital gains compared to ordinary income, including policy incentives and economic considerations.
Cell Phone Deduction for Self-Employed Individuals: What to Know
Learn how self-employed individuals can accurately determine, calculate, and report cell phone expenses to maximize tax deductions while staying compliant.
Where Can I Find My 1095-A Health Insurance Marketplace Statement?
Learn how to access, verify, and replace your 1095-A form to ensure accurate tax reporting for your Health Insurance Marketplace coverage.
How to Opt Out of Taxes: Key Considerations and Exceptions
Explore key considerations for legally reducing tax obligations, including non-filing criteria, exempt income sources, and residency or religious exceptions.
How Many Allowances Should I Claim Married With 3 Kids?
Learn how your filing status, dependents, and deductions affect tax withholding to determine the right number of allowances for your situation.
What Happens to Your 401K as a Former Walmart Employee?
Understand your options for managing your Walmart 401(k) after leaving, including access, rollovers, distributions, tax implications, and key deadlines.
Is a Work From Home Stipend Taxable? What You Need to Know
Understand how work-from-home stipends are taxed, what affects their classification, and how proper documentation can impact your tax obligations.
Who Must File Form G2-RP When Selling Property in Georgia?
Understand who needs to file Form G2-RP when selling property in Georgia, how withholding requirements apply, and key exemptions to be aware of.
Can You Write Off Mortgage Costs for Your Airbnb Business?
Understand how mortgage costs factor into your Airbnb business taxes, including expense allocation, recordkeeping, and IRS guidelines for deductions.
Where Can You Pick Up Tax Forms Near You?
Find out where to pick up tax forms in your area, including local offices, libraries, and other convenient locations.
What Should You Do If You Receive IRS Letter 566?
Learn how to respond to IRS Letter 566, what documents to provide, and how to address potential adjustments or disputes with your tax return.
Who Can Help at the IRS Problem Resolution Office?
Learn who can assist you at the IRS Problem Resolution Office, what issues they handle, and how to navigate the process for a smoother resolution.
What Is IRS Worksheet 1 and How Does It Relate to Form 1040?
Understand how IRS Worksheet 1 helps calculate adjusted gross income and deductions, ensuring accurate reporting on Form 1040 for a smoother tax filing process.
How to Fix Reject Code IND-511-01 on Your Tax Return
Learn how to resolve IRS reject code IND-511-01 by identifying common filing errors, verifying your information, and ensuring compliance with e-filing rules.
Recovery for Forced Closed Account: Steps to Resolve and Reclaim Funds
Learn how to navigate a forced account closure, recover remaining funds, address linked debts, and understand potential credit impacts with practical steps.
What Does a Refund Verification Letter From the IRS Mean?
Learn why the IRS sends refund verification letters, what to expect during the process, and how to respond to avoid delays in receiving your refund.
Where Do I Put Form 1098 on My Tax Return?
Learn how to accurately report Form 1098 on your tax return, including mortgage interest, points, and other details to ensure proper tax filing.
What To Do With a Coinbase Form 8949 for Your Tax Return
Learn how to interpret and report Coinbase Form 8949 on your tax return, including adjustments, classifications, and summarizing totals for accurate filing.