Investment and Financial Markets

Learn why you might receive multiple HoneyBook 1099s, how to verify amounts, address discrepancies, and ensure accurate tax reporting.

Understand the key expenses of self-employed delivery drivers, from vehicle costs to tax considerations, and learn how to manage them effectively.

Learn how unused solar tax credits can be carried forward, how they impact future returns, and what rules apply to maximize potential savings.

Understand the UCRP tax category, how it appears on your W-2, and its role in retirement contributions, wages, and tax withholding.

Understand the key criteria, documentation, and reporting requirements for foreign pension exemptions to ensure compliance with tax regulations.

Learn how Pennsylvania Schedule D applies to capital gains and losses, when filing is required, and how state-specific rules may affect your tax return.

Understand which assets are subject to Oregon estate tax, including real property, financial accounts, and certain intangible assets, to help with estate planning.

Understand how California’s long-term capital gains tax rates vary by income, filing status, and potential surcharges, plus ways to offset your tax burden.

Learn how Form 8911 applies to new 240V charging station installations, including eligibility, qualifying costs, and how to claim the federal tax credit.

Learn what a .taxfile is, how it organizes tax data, and the best practices for accessing, sharing, and storing digital tax records securely.

Learn what the Schedule 4 tax form is, who needs to file it, and how it fits into your overall tax return to report additional taxes accurately.

Discover how small businesses can leverage tax credits effectively, understand eligibility, and ensure proper documentation for seamless filing and compliance.

Understand how North Carolina’s tax rates affect your income, deductions, and filing status, and learn how different income types are treated under state law.

Learn how to locate and complete the Social Security Benefits Worksheet for lines 6a and 6b on your tax return, ensuring accurate reporting of your benefits.

Learn how Fidelity reports wash sales on your 1099-B, how disallowed losses affect cost basis, and what to consider when tracking trades across accounts.

Learn how to replace a lost Form 2119, why it matters for tax records, and where to find a copy to ensure accurate reporting of past home sale transactions.

Learn how to qualify for and claim the small business startup tax credit, including eligibility rules, covered expenses, and how it fits into your tax return.

Learn how to accurately complete Schedule E (Form 1040) to report rental, royalty, and pass-through income while ensuring proper expense documentation.

Learn how a Texas Notice of Intent to Forfeit affects business compliance, key deadlines for resolution, and steps to reinstate good standing.