Investment and Financial Markets

Determine whether Schedule C or Form 1065 is the right tax filing option for your two-owner business by understanding key requirements and allocation rules.

Understand how taxes apply to part-time income, including withholding, deductions, and filing requirements, to better manage your earnings.

Learn how a September marriage affects your tax filing status, income reporting, and potential deductions to ensure a smooth tax season.

Understand how Mexico taxes retirement income, including key rules for residents, foreign pensions, and reporting requirements to stay compliant.

Learn how mortgage payments can impact your taxes, when deductions apply, and whether itemizing offers more benefits than the standard deduction.

Get the right contact details to check your Georgia state tax refund status, explore automated options, and learn what information to have ready when calling.

Learn how tax refund processing works, factors that may cause delays, and what steps you can take if your refund takes longer than expected.

Understand the rules for deducting nonprofit meal expenses, including documentation requirements, reimbursements, and proper expense allocation.

Learn how Rhode Island and Massachusetts handle state income taxes for cross-border workers, including withholding rules, filing requirements, and tax credits.

Learn how Social Security schedules payments, why delays may happen, and how retroactive benefits, overpayments, and underpayments are managed.

Learn how a work permit affects your tax status and whether it makes you a resident alien for tax purposes, plus key factors that influence your classification.

Understand how living in South Carolina and working in North Carolina affects your state taxes, including residency, income allocation, and tax credits.

Understand why local and state wages may differ on your pay stub and how factors like residency and work locations impact tax reporting and payroll details.

Understand the key factors that determine if contractors are considered self-employed and how this status impacts taxes, deductions, and business structure choices.

Learn how to correct excess 401(k) contributions with Fidelity, understand tax implications, and ensure accurate reporting for future compliance.

Learn how to accurately report GBTC gains and losses, choose the right cost basis method, and understand tax implications for better compliance.

Understand how municipal interest income is earned, its tax implications at the federal and state levels, and how to report it on your tax return.

Getting married in November affects your tax filing status, deductions, and withholding. Learn how to navigate these changes for a smooth tax season.