Investment and Financial Markets

Learn where and how to submit your ITIN application, including required documents, submission options, and processing timelines.

Learn how to accurately determine your Computershare cost basis after brokerage changes by tracking purchases, adjustments, and transfers for tax reporting.

Received a T2 form and unsure why? Learn common reasons it was issued and the steps you may need to take to stay compliant with tax requirements.

Understand how cell phone depreciation works for tax purposes, including recovery periods, methods, and business use considerations.

Learn how to navigate FUTA tax requirements, calculate liability, file correctly, and meet deadlines while maintaining accurate records for compliance.

Understand how to report business income, even if unpaid, and ensure compliance with tax regulations while maintaining accurate financial records.

Learn when sports tickets may qualify as a tax deduction, how donations impact eligibility, and the importance of proper record-keeping for compliance.

Learn how homeownership affects your tax filing, from deductions to shared expenses, and ensure accurate reporting when filing taxes with a co-owner.

Learn how Schedule E on Form 1040 reports supplemental income and impacts your tax liability, including key considerations for different income sources.

Learn when you can file state taxes, how timelines vary by state, and key factors that may affect your filing options and coordination with federal returns.

Learn how individuals with celiac disease may qualify for tax credits, which expenses are eligible, and the documentation needed for a successful claim.

Understand the factors that impact how long Robinhood takes to issue tax documents, from transaction complexity to regulatory requirements and data verification.

Understand the costs of e-filing your state tax return, including pricing factors, potential additional fees, and available payment options.

Owing taxes can result from underwithholding, self-employment income, or missed deductions. Learn why it happens and how to manage payments effectively.

Understand how total tax is determined by exploring key factors like taxable income, deductions, credits, and payments to ensure accurate tax liability.

Understand DFAS Form 705, why you received it, and how it relates to your financial records, potential adjustments, and necessary next steps.

Understand how DC reciprocity tax agreements affect your state tax filing, residency status, withholding adjustments, and multi-state earnings.