Investment and Financial Markets

Receiving a letter from the Alabama Department of Revenue can indicate missing information, discrepancies, or other tax-related matters that may need your attention.

Understand the tax advantages, contribution limits, and withdrawal rules of Colorado’s 529 plan to maximize education savings and avoid potential penalties.

Learn when you can file jointly after marriage, key eligibility factors, and how your wedding date affects your tax filing status.

Find out where to mail your 1040-V payment if you live in New York, how to assemble your payment correctly, and ways to confirm it has been received.

Explore the most efficient approach to filing taxes by understanding key documents, deductions, and when professional guidance may be beneficial.

Learn where to enter SSA-1099 income on your tax return, how to calculate the taxable portion, and when additional forms may be required.

Learn how to navigate Dependent Care FSA benefits, from eligibility and expenses to filing claims and tax considerations, to maximize your savings.

Navigating an overseas inheritance involves legal, tax, and financial considerations. Learn the key steps to claim assets efficiently and comply with regulations.

Learn how to pay Arizona state taxes efficiently, explore payment options, understand deadlines, and ensure your submission is properly processed.

IRS Notice CP22A informs you of tax return changes that result in a balance due. Learn how to review adjustments, correct errors, and explore payment options.

Learn how a Dependent Care Reimbursement Account (DCRA) helps manage eligible care expenses, reduce taxable income, and coordinate with other benefits.

Learn how to properly report SEP IRA contributions on Form 1120S, ensuring accurate tax treatment for both employer and employee contributions.

Learn how to verify if the Child Tax Credit was applied to your refund by reviewing key tax documents, online account details, and IRS notices.

Understand how Passive Activity Loss (PAL) rules impact real estate investments, tax deductions, and eligibility for offsetting income under IRS guidelines.

Learn when and how to file taxes with dependents, including eligibility rules, filing status options, and key documents needed for a smooth tax process.

Understand the rules and tax implications of a Dependent Care FSA when married filing separately, including contribution limits and eligible expenses.

Learn what affects state tax refund timing, from processing requirements to potential delays, and how to check your refund status or address adjustments.

Understand how Dependent Care FSA rules impact highly compensated employees, including contribution limits, compliance requirements, and plan adjustments.

Learn how a Dependent Care Spending Account (DCSFA) helps cover childcare and eldercare costs using pre-tax dollars, reducing your overall taxable income.

Learn how to accurately file a DC D-20 for your S Corporation, including key requirements, deductions, and compliance considerations for Washington, D.C. taxes.