Investment and Financial Markets

Learn how to obtain a 1099 from a closed business by identifying the responsible party, exploring IRS options, and using alternative documentation.

Learn how to manage vending machine taxes efficiently, from sales tax collection to deductions and reporting, to keep your business compliant and organized.

Determine if your Netflix subscription qualifies as a tax deduction based on business, educational, or mixed-use criteria, and learn how to document expenses properly.

Learn when independent contractors must pay estimated taxes, how to calculate payments, key deadlines, and ways to avoid penalties.

Learn how to identify the correct NAICS code for multi-level marketing by analyzing business activities, consulting official resources, and verifying classifications.

Discover which tax credits you may lose when filing as Married Filing Separately and how this status impacts your overall tax benefits.

Understand tax rules for living in one state and working in another, including reciprocity, filing requirements, and credits for taxes paid.

Learn whether it’s secure to include your SSN on IRS checks, explore alternative identification methods, and understand best practices for tax payment processing.

Understand how tutoring income is taxed, your reporting responsibilities, and how to track expenses to stay compliant with IRS requirements.

Learn where to send NYS personal income tax payments, mailing requirements, and alternative payment options to ensure timely processing.

Understand the tax implications of business investments, including deductibility rules, investor classifications, and how to substantiate investment costs.

Learn how to check if you received the Earned Income Credit by reviewing tax documents, using IRS tools, and understanding refund statements.

Claiming an incorrect dependent can lead to IRS scrutiny, potential penalties, and necessary tax return adjustments. Learn how to address and correct errors.

Learn what happens if your IRS payment bounces, including potential fees, how to resolve the issue, and the impact on your tax account.

Learn how to accurately report ERC interest income on your tax return, reconcile past filings, and understand its impact on your taxable income.

Filing taxes after April 18 can lead to penalties, interest, and delayed refunds. Learn what to expect and how to minimize potential financial impact.

Understand when tax returns are required in divorce, how they impact financial decisions, and what alternatives may be available if you prefer not to share them.

Learn when flight training costs may be tax deductible based on IRS rules, employment status, and proper recordkeeping practices.

Understand how zero coupon bonds are taxed, including annual reporting, original issue discount, and tax implications at maturity or when sold early.