Can You Withdraw From an IRA? Rules, Penalties, and Exceptions
Learn about IRA withdrawal rules, penalties, exceptions, and tax implications to make informed retirement planning decisions.
Investment and Financial Markets
Where’s My VA Refund? How to Track Your Virginia Tax Refund
Track your Virginia tax refund efficiently with our guide on preparation, timelines, and resolving common issues.
Why Is the Routing Number Different on a Deposit Slip?
Understand why deposit slip routing numbers differ from checks and learn how to confirm the correct code for seamless banking transactions.
How to File Taxes for a Deceased Person
Learn the essential steps for filing taxes on behalf of a deceased person, from gathering documents to managing liabilities and potential refunds.
When Does California Accept Tax Returns?
Learn about the timelines and factors affecting the acceptance of tax returns in California, including differences between e-filing and paper submissions.
Is Doordash a Qualified Business Income for Tax Purposes?
Explore whether Doordash earnings qualify for the QBI deduction and understand the tax implications for gig economy workers.
How Do You Qualify for Earned Income Credit?
Discover the key eligibility criteria for the Earned Income Credit, including income, filing status, and other essential requirements.
Does Zelle Report to the IRS for Personal Use?
Explore how Zelle transactions are viewed by the IRS, focusing on personal use, tax implications, and essential record-keeping practices.
Why Does Where’s My Refund Say My Information Doesn’t Match?
Discover common reasons for mismatched information on “Where’s My Refund” and learn how to resolve these issues effectively.
Choosing the Closing Month of an Estate’s Accounting Year
Discover how to strategically select an estate’s accounting year-end to optimize tax benefits and streamline financial management.
What Is NJ SWAF and How Does It Affect Your Tax Return?
Understand NJ SWAF’s impact on your tax return, who needs to pay, and how to ensure compliance with necessary documentation.
Does State or Federal Tax Refund Come First?
Discover the factors influencing the timing of state and federal tax refunds, including deadlines and obligations.
How to Convert a Traditional IRA to a Roth IRA Without Paying Taxes
Learn strategies to convert a traditional IRA to a Roth IRA tax-efficiently, focusing on non-deductible contributions and accurate documentation.
Can You Write Off Shipping Costs on Your Taxes?
Learn how to navigate tax deductions for shipping costs, including criteria, documentation, and filing tips for business-related expenses.
Why Am I Not Getting State Taxes Back? Common Reasons Explained
Discover common reasons for not receiving a state tax refund, including withholding issues, obligations, and filing errors.
How Much Can I Contribute to My Roth IRA?
Discover how income and filing status affect your Roth IRA contributions and learn to calculate your annual contribution limit effectively.
What Does Topic 152 Mean for Your Tax Refund?
Understand how Topic 152 impacts your tax refund process, potential delays, and steps to ensure a smooth refund experience.
What Is the Business Code for Rental Property?
Learn how to accurately classify rental properties with the right business codes for compliance and efficient management.
How to Avoid Paying Taxes on Alimony Transfers
Explore strategies to manage alimony transfers effectively and understand tax implications to optimize your financial planning.
Can I Claim 1098-T for My Child on My Tax Return?
Learn how to navigate claiming Form 1098-T for your child, including tax implications and coordination with financial aid.