Investment and Financial Markets

Learn how to check the status of your CP09 notice for unclaimed Earned Income Credit using online tools, phone inquiries, or mail correspondence.

Learn how high-income earners can navigate tax rules to deduct rental losses effectively while meeting IRS requirements and avoiding common pitfalls.

Learn how the DC EV tax credit works, who qualifies, and what forms are needed to claim it, ensuring you maximize potential savings on your electric vehicle.

Understand the tax implications, reporting requirements, and key rules to follow when transferring funds from a traditional 401(k) to a Roth 401(k).

Learn how to manage self-employment taxes efficiently, from estimating payments to tracking deductions and avoiding penalties with proper record-keeping.

Learn how to claim the Colorado EV tax credit, including eligibility, required documents, and filing steps to ensure a smooth process on your tax return.

Understand when legal fees are tax-deductible, which expenses qualify, and how to properly report them to stay compliant with IRS rules.

Learn how sending money to yourself on PayPal works, including fees, limits, and tax factors that may affect personal and business transactions.

Understand when you need to issue a 1099 for payments made through PayPal and how IRS rules and reporting requirements apply to different transaction types.

Learn how to properly report charitable contributions from your IRA, meet IRS requirements, and ensure accurate tax documentation for your deductions.

Understand how gross distributions are reported, their role in tax calculations, and their impact on retirement accounts and overall taxable income.

Learn how tax payments, deductions, and overpayments impact whether independent contractors may receive a refund and how to track potential returns.

Understand the tax implications of selling over $600 on eBay, including reporting requirements, deductions, and how to distinguish hobby sales from a business.

Exceeding your HSA contribution limit can lead to tax implications and penalties. Learn how to address excess contributions and avoid future issues.

Learn how the IRS defines a specified student, how it impacts tax filing, and what documentation is needed to meet eligibility requirements.

Explore how property tax payment plans work, including eligibility, potential costs, and key considerations to help you manage your tax obligations effectively.

Learn when and how to file a superseded 1040 tax return, key deadlines to follow, required documents, and what to expect after submission.