Investment and Financial Markets

Learn how Kansas law determines the taxability of your Social Security. A key income-based rule allows many retirees to receive their benefits completely tax-free.

S corporation shareholders learn to properly calculate basis on Form 7203, a key step for determining the allowable loss and deduction items on a personal return.

Learn how Iowa handles capital gains on a home sale, from its adherence to federal rules to specific state income tax and deduction considerations.

Understand your specific FATCA reporting obligations, how they differ from other requirements, and why institutions request tax status certification.

Understand the official procedures for informing the IRS about potential tax non-compliance, including the different pathways available for submitting a report.

The Massachusetts “luxury tax” is not one specific levy. Learn how the state’s tax code addresses both high-value goods and significant personal income.

Filing taxes by mail has unique implications for your data, refund speed, and accuracy. Get a balanced overview before forgoing tax software.

Filing a 2020 tax return is still possible, but the process has changed. Learn your remaining options and the crucial financial deadlines you need to be aware of.

Learn the official methods for determining your exact Louisiana state tax balance and understand the information required to access your account details.

Discover how federal tax rules for valuing family businesses look past certain agreements to ensure gift and estate tax reflects the family’s economic reality.

Understand the IRS framework for treating your cell phone as a legitimate LLC business expense, including how to properly account for business and personal usage.

For network engineers planning a move to Australia, learn how to align your professional background with the formal requirements for the 26311 skills assessment.

Some dividends are taxed at the same rates as long-term capital gains, but the rules are specific. Understand the criteria that impact your investment tax liability.

The tax treatment of alimony payments is determined by the date of your divorce agreement. Learn how this key detail affects tax deductions and taxable income.

The tax treatment for Medishare differs from health insurance. For the self-employed, this distinction affects which deductions you can claim and how.

Understand the tax implications for cell phone reimbursements. An employer’s policy structure determines if payments are taxable wages or a tax-free benefit.

The income figure used for federal taxes is often just the beginning. States apply their own rules, creating a different wage amount for tax purposes.

Your inheritance tax liability depends on more than just your state. The deceased’s residence and the property’s location are key factors to consider.

Learn how an employer educational assistance plan functions as a key financial benefit, impacting your taxes and overall educational costs.