What to Do If You Did Not Receive Your 1099-SA
Learn steps to take if your 1099-SA is missing, including communication tips and handling tax filing without it.
Investment and Financial Markets
What Is the Outstanding Mortgage Principal on Form 1098?
Understand the role of outstanding mortgage principal on Form 1098 and its impact on your mortgage interest deductions.
Potential State Tax Exclusions From Governmental Obligations Explained
Explore how different governmental obligations may qualify for state tax exclusions and understand the criteria and variations across states.
1098 T vs 1098 E: Key Differences and How They Impact Your Taxes
Understand the differences between IRS Forms 1098-T and 1098-E and their effects on your tax credits and deductions.
How Long Does It Take for the IRS to Reject a Return?
Discover the typical timelines for IRS return rejections and learn about common errors and next steps for resolution.
What Is a 1099-Comp and When Do You Need It?
Understand the essentials of the 1099-Comp form, its triggers, income types, and filing requirements to ensure accurate tax reporting.
Is IHSS Income Taxable? Federal and State Tax Rules Explained
Understand the tax implications of IHSS income with insights into federal and state rules, reporting guidelines, and effective recordkeeping practices.
Why Does the IRS Say My Information Doesn’t Match Their Records?
Discover common reasons for IRS information mismatches and learn how to resolve these issues effectively for smoother tax processing.
How to Report Cash Income Without a 1099 Form
Learn how to accurately report cash income without a 1099, manage taxes, and maximize deductions while maintaining precise financial records.
Where Do You Mail Form 941? Accurate IRS Mailing Instructions
Find precise IRS mailing instructions for Form 941, including addresses for payments and international submissions. Ensure your form reaches the right destination.
Can You Depreciate Your Primary Residence for Tax Purposes?
Explore the nuances of depreciating a primary residence, including mixed-use scenarios and tax implications, with essential documentation tips.
Can You Buy Supplements With an HSA?
Explore how Health Savings Accounts (HSAs) can be used for supplements, including IRS guidelines and necessary documentation.
Is Payer’s TIN the Same as EIN on a 1099 NEC?
Understand the differences between TIN and EIN for accurate 1099 NEC filings and learn how to verify and avoid common ID mismatches.
Document Number on License NJ: What It Is and Why It Matters
Understand the significance of the document number on NJ licenses in finance, insurance, and business processes.
1099 vs 1099-R: Key Differences You Need to Know
Understand the distinctions between 1099 and 1099-R forms, including their purposes, recipients, and filing requirements.
Why Is Military Retirement Taxed So High?
Explore the factors influencing high taxation on military retirement, including federal and state taxes, pension withholding, and income streams.
How to File a 1099: Steps, Requirements, and Common Mistakes
Learn the essentials of filing a 1099, including steps, requirements, and how to avoid common mistakes for accurate tax reporting.
When Should I File My Taxes to Avoid Penalties and Maximize Accuracy?
Discover optimal tax filing strategies to ensure accuracy, avoid penalties, and align with third-party documentation timelines.
What Time Does State Taxes Get Deposited?
Learn about the factors influencing the timing of state tax refund deposits and how to track and verify your refund status effectively.
Does ADHD Count as a Disability for Financial and Workplace Benefits?
Explore how ADHD is recognized in terms of eligibility for financial aid, insurance claims, tax benefits, and workplace accommodations.