Investment and Financial Markets

Learn how Form 8853 applies to medical savings accounts and long-term care contracts, when you need to file it, and how to avoid common filing mistakes.

Learn how to determine your tentative tax by assessing income, applying deductions, and factoring in credits to estimate your tax liability accurately.

Learn how the Innovative Motor Vehicle Credit works, who qualifies, and the steps to claim it while ensuring compliance with recordkeeping requirements.

Learn how to classify and report credit union dividends as interest income for tax and financial purposes, ensuring accurate documentation and compliance.

Learn how to provide proof of no income using affidavits, benefit agency letters, or tax transcripts when required for financial or legal purposes.

Understand what “Return Completed” means in tax filing, how it impacts refund timing, and what steps to take after your return is processed.

Learn how to claim the e-bike tax credit on your federal return, including eligibility, required documentation, and its impact on your tax outcome.

Find the correct mailing address for your Virginia state tax return based on your payment status, plus tips on postage, tracking, and confirmation.

Learn what “AIG” means in tax filing, where it appears on forms, and how it differs from “AGI” to avoid common misunderstandings.

Learn where to mail your Idaho state tax return, how to track its status, and what to include to ensure accurate processing and timely confirmation.

Learn how gas fireplace inserts may qualify for a tax credit, the efficiency requirements, and the documentation needed to claim potential savings.

Learn practical strategies to organize, estimate, and manage taxes for 1099 income efficiently while maintaining accurate records for compliance.

Learn how voluntary tax withholding from Social Security benefits works, including rate options, filing steps, and how it fits into your overall tax strategy.

Learn how to accurately report a 60-day rollover on your taxes, ensure compliance with IRS rules, and understand potential tax implications.

Understand North Carolina state tax filing requirements, including residency rules, income thresholds, exemptions, and potential consequences of not filing.

Discover which job-related expenses police officers may be able to deduct on their taxes and how proper record-keeping can help maximize potential savings.

Understand the W7 processing timeline for ITIN applications, factors that may affect it, and how to track your status or address potential delays.

Understand the distinctions between 1095-B and 1095-C forms, including who issues them, what they report, and how they relate to health coverage requirements.

Understand when you need to issue a 1099 to your landscaper by exploring payment thresholds, contractor status, and tax reporting requirements.

Understand how post-secondary education is defined for tax purposes, including eligibility criteria, recognized institutions, and potential tax benefits.