Investment and Financial Markets

Explore how tax payment plans offer flexible options for managing IRS debt, including eligibility, setup steps, and what to expect over time.

Learn how to delete or amend your tax return on H&R Block, understand potential implications, and ensure your final submission is accurate.

Understand how 1099-DIV Box 12 reports tax-exempt income, its impact on federal and state filings, and key recordkeeping considerations for accurate reporting.

Learn about Form 502UP, its filing requirements, payment deadlines, and how to avoid penalties for underpayment of estimated taxes.

Learn how to access, review, and file your Betterment tax documents efficiently while ensuring accuracy and compliance with IRS requirements.

Learn whether a single-member LLC can make a 754 election, how entity classification affects eligibility, and the steps required for a valid election.

Understand how S corporation shareholders are classified for tax purposes, including their earnings, tax obligations, and the impact on self-employment status.

Learn how to report taxes paid with CA 3519 on your state return, ensure accurate filing, and maintain proper documentation for compliance.

Learn how to accurately complete Arizona Form 309, including key requirements, calculations, and filing methods to ensure compliance with state tax laws.

Learn how residency status, income limits, and documentation affect a non-U.S. citizen’s eligibility for the Child Tax Credit.

Learn how tax credits apply when adding solar panels to an existing system, including eligibility rules, qualified costs, and key documentation requirements.

Learn how electronic signatures apply to powers of attorney, including legal requirements, enforcement considerations, and acceptance by institutions.

Learn how to accurately complete Arizona Tax Form 321, ensure eligibility for qualified tax credits, and properly submit required documentation.

Learn when a California payment voucher is necessary for paper filing, how to complete it correctly, and the steps to ensure your payment is properly credited.

Understand when birthday gifts may be subject to taxes, key exemptions, and reporting requirements to ensure compliance with IRS regulations.

Learn why your 1099 red form may not be printing correctly and explore practical solutions to ensure compliance with IRS requirements.

Understand how a 1099-MISC for crypto impacts your taxes, how to report it correctly, and how it differs from other tax forms like the 1099-B.

Understand California’s tax and fee obligations, including payment schedules and compliance requirements, to effectively manage your financial responsibilities.