Investment and Financial Markets

Entering the wrong EIN on your tax return can lead to processing delays and verification requests. Learn how to correct errors and minimize potential issues.

Learn the steps to cash your husband’s check while he’s incarcerated, including bank requirements, endorsement options, and legal considerations.

Understand how tax rates apply to your income, the role of deductions and credits, and how to determine your effective and marginal tax rates.

Learn how partnerships are classified on a W-9 form, their tax implications, and what businesses need to know when reporting payments.

Learn how to redeem EE bonds for education expenses, understand eligibility rules, calculate value, and navigate tax considerations for a smooth process.

Explore whether flight school qualifies as a trade school for financial aid and tax purposes, and learn about funding options for professional pilot training.

Understand how military retirement is classified, how it compares to federal annuities, and its impact on benefits, COLAs, and survivor options.

Learn how to recognize IRS audit notices, distinguish them from routine inquiries, and understand what records may be requested during the process.

Learn when you need to file a 1099-B, even if you lost money on investments, and how accurate reporting of sales and losses impacts your tax obligations.

Understand how orthodontic treatment is classified for insurance and tax purposes, including coverage criteria and eligibility for HSA and FSA funds.

Learn how to claim the foreign tax credit for VXUS, navigate Form 1116, and manage carryovers to optimize your tax filing.

Understand how West Virginia’s reciprocity agreements affect your state income tax obligations, residency status, and filing requirements.

Learn how to locate your Utah Withholding ID, verify its accuracy, and resolve common errors to ensure compliance with state tax requirements.

Understand how the CVRP rebate is treated for tax purposes at both federal and state levels, including reporting requirements and potential tax implications.

Learn how to accurately complete and submit a paper tax return, from selecting the right forms to mailing and confirming your submission.

Estimate your itemized deductions accurately to optimize tax savings. Learn how to categorize expenses, complete forms, and review totals effectively.

Understand how your child’s survivor benefits affect tax filing, income thresholds, and household finances, plus key documents to keep for compliance.

Learn how the Unincorporated Business Tax applies to certain businesses, what income is taxable, how to calculate liability, and key filing requirements.

Discover how rental properties are managed after an owner’s passing, including legal processes, financial obligations, and tenant lease considerations.

Learn which documents you need to report the sale of a home on your taxes, including forms for income, deductions, and potential capital gains.