Investment and Financial Markets

Understand the key tax differences between active and passive real estate investing, including tax rates, deductions, and reporting requirements.

Learn how to properly classify and deduct a business bad debt from a shareholder loan on your taxes while ensuring compliance with IRS requirements.

Learn how to determine eligibility, calculate overpayments, and navigate the refund process for California real estate withholding tax.

Understand how California taxes income earned in other states, residency rules, and potential credits that may offset dual-state tax liabilities.

Understand 1099-DIV Box 2f, how it relates to your tax reporting, and the steps to ensure accuracy when including it in your return.

Learn how to properly claim the Maryland 529 tax deduction, including eligibility, contribution limits, and filing requirements for accurate tax reporting.

Learn how self-employed individuals can manage Aflac premiums on their tax returns, including eligibility, deductions, and proper documentation.

Learn the process of removing a homestead exemption in Texas, including required forms, documentation, and filing steps to update property tax records.

Learn when to include a payment voucher with your amended tax return, how to complete Form 1040-V, and the best methods for submitting your payment.

Learn how to accurately report internship income on your tax return, understand relevant forms, and explore potential deductions to stay compliant.

Understand when legal fees related to rental properties qualify as tax-deductible expenses and how to properly categorize and document them.

Learn how to use the State of Michigan Energy Draft to manage utility costs, ensure proper submission, and keep accurate payment records.

Learn how to report income from Branded Surveys, manage deductions, and handle tax forms to stay compliant with IRS requirements.

Learn how independent contractors can identify the right business code for tax and industry classification, ensuring accurate reporting and compliance.

Explore how LLC owners can contribute to a Roth IRA, key tax considerations, and how business structure impacts retirement savings options.

Understand why you received a 1095-C without health coverage, how it affects your taxes, and what steps to take if there are errors or missing details.

Learn when newspaper subscriptions qualify as a business expense, how to document them properly, and what to consider when reporting them on your taxes.

Understand the rules and tax implications of employer contributions to a Roth IRA, including IRS guidelines, income limits, and record-keeping requirements.

Understand the tax implications of medical marijuana, including eligibility for deductions, federal vs. state rules, and necessary documentation for reporting.

Understand how bonuses are classified for tax purposes, how they impact withholding, and how to report them correctly on your tax return.