Investment and Financial Markets

Learn how to navigate tax audits and disputes with effective strategies for representation, communication, and documentation to achieve better outcomes.

Learn how to accurately complete Form 1041 for estate tax returns, including key filing requirements, income calculations, deductions, and deadlines.

Find the best 990 tax software for nonprofits with insights on features, pricing, user experience, security, and future trends to streamline tax filing.

Learn how prior year tax refunds are applied, what adjustments may affect the amount, and how to verify or correct any discrepancies on your return.

Understand how the Alternative Minimum Tax applies in California, how to calculate it, and what adjustments or credits may impact your tax filing.

Understand the differences between Forms 1099-A and 1099-C, their tax implications, and how they affect reporting, outstanding balances, and recordkeeping.

Understand how often the 8223 form needs to be renewed, key filing requirements, and common mistakes to avoid for accurate and timely submission.

Understand California’s 1099-K reporting rules, who receives the form, and how to ensure compliance while maintaining accurate financial records.

Learn who must file Alabama Form 40NR, how to report income, claim deductions, and avoid penalties for noncompliance with state tax requirements.

Learn how to qualify for and claim the American Opportunity Credit, including key income limits, eligible expenses, and the refundable amount.

Learn about Form 511 TX, its filing requirements, and key considerations for residents and nonresidents to ensure accurate tax reporting and compliance.

Learn how an annualized income installment method calculator can help estimate taxes by adjusting for income variations and optimizing payment schedules.

Understand the role of the 1099-NEC Box 6 state number, when it applies, and how it affects tax reporting for businesses and independent contractors.

Learn where to file Form 1127, what documentation is required, key deadlines, and important considerations for accurate and timely submission.

Compare tax plan options to find the right fit for your needs, balancing coverage, features, and cost to ensure an efficient and accurate filing experience.

Understand the distinctions between an S corporation’s Accumulated Adjustments Account and retained earnings, including tax implications and financial reporting.

Learn why you may have received a $2900 stimulus overpayment, how it relates to income limits and dependents, and what steps to take to address it properly.