Investment and Financial Markets

Learn how to accurately file a 1099 form, from selecting the right type to submission methods, ensuring compliance with IRS requirements.

Understand key tax rules for J-1 visa holders under the India-US tax treaty, including residency status, income coverage, withholding, and filing obligations.

Understand how income sources impact the taxation of your Social Security benefits and learn key thresholds to help you plan for potential tax obligations.

Understand the tax implications of selling a house, including potential exclusions, deductible expenses, and reporting requirements for compliance.

Learn how to amend your tax return, correct mistakes, report additional income, or claim missed deductions while understanding potential impacts on your refund.

Learn why you received IRS Notice CP162, what penalties it involves, and the steps you can take to respond or request relief.

Understand why you received IRS Letter 324C, what it means for your tax return, and how to respond effectively to address any necessary adjustments.

Learn how education tax credits are calculated, who qualifies, and how they can reduce your overall tax liability based on tuition and income factors.

Learn why the IRS may show your balance as unavailable and what factors like record mismatches, system updates, or verification steps could mean for you.

Learn how to confirm IRS installment agreement approval, understand key details in the acceptance letter, and know what steps to take if you don’t receive it.

Learn how the Iowa Homestead Exemption can reduce property taxes, who qualifies, how to apply, and what to expect in terms of tax benefits and renewals.

Learn how to track your IRS injured spouse refund, understand potential delays, and find out what to do if there are errors or adjustments.

Understand the tax implications of an inherited coin collection, including cost basis, reporting requirements, and potential estate tax considerations.

Understand IRS payment processing times, factors that may cause delays, and what to do if your payment isn’t processed as expected.

Learn how Modified Adjusted Gross Income (MAGI) is calculated for IRMAA and how it affects Medicare premiums based on income-related adjustments.

Learn how to correct an excess IRA contribution by properly completing the removal form, understanding tax implications, and coordinating with your custodian.

Learn how long Form 2553 processing takes, factors that may cause delays, and how to check your status or follow up with the IRS efficiently.

Understand how a 403(b) is classified for tax purposes, how it differs from an IRA, and what that means for contributions, withdrawals, and rollovers.