Investment and Financial Markets

Understand when federal withholding tax applies to real estate sales, how rates and exemptions work, and the steps for compliance to avoid penalties.

Understand Montana’s nonresident tax filing rules, including income criteria, thresholds, and key requirements to determine if you need to file.

Understand when and why a self-employed house cleaner may need to provide a W9, how it relates to taxes, and the importance of proper income documentation.

Learn how to set up and verify your ID.me account for secure IRS access, ensuring a smooth experience with tax services and identity verification.

Understand what a Notice of Intent to Assess means, key details to review, response deadlines, and steps to address or dispute the assessment effectively.

Understand how direct deposit name requirements work, including bank policies, employer rules, and potential issues with mismatched or joint accounts.

Learn how to navigate self-employed tax returns with insights on deductions, SEP IRAs, and compliance to help you manage your tax obligations efficiently.

Understand the implications of K-1 Box 19 Code A, including its impact on capital accounts, tax basis adjustments, and individual tax reporting.

Learn how to request copies of your Liberty Tax return, including verification steps, potential fees, and alternative ways to access your tax documents.

Understand why a fee was deducted from your refund, how to verify its accuracy, and what steps to take if you believe there’s an error.

Understand how Arkansas treats bonus depreciation for rental properties, including conformity with federal rules, eligibility factors, and state return adjustments.

Understand the financial and tax implications of selling a sole proprietorship, from asset transfers to tax treatment, to ensure a smooth and compliant transition.

Learn why some tax forms display only the last four digits of a TIN, when this practice is allowed, and how to handle situations requiring the full number.

Understand the role of Line 31 on Form 1040, how it’s calculated, and its impact on your tax return, including potential adjustments and reconciliation steps.

Learn how to accurately complete Kansas Schedule S by identifying required additions, allowable subtractions, and proper filing procedures.

Learn how to locate, complete, and submit the NC estimated tax form, including payment options and steps for making adjustments if needed.