Investment and Financial Markets

Understand why state tax filing isn’t always free, including revenue structures, processing fees, and factors that impact filing costs.

Learn how to accurately file Colorado DR 0108 as a part-time resident, including income allocation, required documentation, and available tax credits.

Learn how Social Security contributions work, who needs to pay, and the steps for accurate reporting to ensure compliance with tax requirements.

Learn how Wisconsin handles federal tax extensions, including filing coordination, payment obligations, and potential interest or penalties.

Understand the key rules, deadlines, and tax responsibilities for a $100 sweepstakes to ensure compliance and avoid common filing mistakes.

Learn when a business tax ID number changes due to structural updates like entity shifts, mergers, ownership changes, or reinstatements.

Understand how the Centralized Partnership Audit Regime affects partnerships, including key roles, adjustment calculations, and payment responsibilities.

Learn how sole proprietors can deduct business expenses, maintain proper records, and navigate tax filing requirements to stay compliant and maximize deductions.

Learn how to determine the last year you filed taxes using personal records, official transcripts, and financial documents to stay informed about your tax history.

Understand how capital gains tax applies to home sales in Colorado, including key factors that influence tax liability and reporting requirements.

Learn how undocumented parents may qualify for the Child Tax Credit, including key requirements, income limits, and necessary documentation.

Understand why you may owe Additional Medicare Tax based on income level, filing status, and employment type, and how it impacts your tax obligations.

Understanding why your work-related expenses didn’t impact your tax return requires knowing deduction rules, reimbursement factors, and documentation requirements.

Learn when jewelry qualifies as a business expense, how partial business use applies, and the importance of proper documentation for tax deductions.

Learn how to manage commission income from a 1099 form, navigate tax obligations, and track expenses to stay compliant and optimize your financial strategy.

Understand the key deadlines for Traditional IRA contributions, rollovers, and distributions to avoid penalties and ensure compliance with IRS rules.

Understand the tax rules, distribution options, and key considerations for managing an inherited 457(b) retirement account effectively.

Winning a car comes with tax obligations that vary by location and income. Learn how to estimate costs and explore options if taxes exceed your budget.

Understand the key criteria for claiming a dependent exemption, including relationship, residency, financial support, and special rules for separated parents.