Investment and Financial Markets

Learn when the Hope Credit was introduced, how it functions within federal tax law, and what sets it apart from other education tax credits.

Felons can receive tax refunds, but certain debts may affect the amount. Learn how filing, garnishments, and compliance impact eligibility.

Learn how to identify and correct tax withholding errors, understand your employer’s responsibilities, and take steps to avoid potential tax liabilities.

Understand when to issue a 1099 to your property management company, including exemptions, payment thresholds, and key recordkeeping considerations.

Understand when capital gains tax applies to a home sale, including key exclusions, taxable scenarios, and reporting requirements.

Learn where to obtain a Pennsylvania Property Tax Rebate form through official sources, local offices, mail requests, and third-party options.

Learn when and how to claim qualified adoption expenses on your taxes, including timing considerations and filing guidelines for the adoption tax credit.

Learn what a CP503 notice means, how to verify the amount owed, explore payment options, and understand the steps to stay compliant with the IRS.

Understand when scholarship funds are taxable, how to determine qualified expenses, and what to report for accurate tax filing.

Discover tax credits that can help lower your tax bill, from education and family-related credits to savings and energy incentives.

Learn about California’s Earned Income Tax Credit, including eligibility criteria, filing requirements, and how it aligns with the federal EITC program.

Learn how kitchen remodel expenses may be deducted for business or rental use, how they affect property value, and what records to keep for tax purposes.

Understand the MCTMT, who is required to pay it, how liabilities are calculated, and key filing deadlines to ensure compliance with tax obligations.

Learn how to identify your business’s 6-digit NAICS code using government databases, official documents, and industry directories for accurate classification.

Understand how Starbucks’ tuition reimbursement and benefits affect your taxes, including income reporting, deductions, and potential education credits.

Understand how long-term disability payments are classified for tax purposes and whether they count as earned income when filing your taxes.

Many taxpayers find the IRS frustrating due to unclear guidelines, slow processing, and communication challenges that make filing and refunds unpredictable.

Understand when to use Form 8919 Line 6, what compensation to report, and how to address employer classification issues and Social Security tax concerns.

Understand the factors that affect your Earned Income Credit as a single parent, including income limits, phaseout rates, and eligibility requirements.