Investment and Financial Markets

Learn how to accurately report foreign self-employment income, navigate tax obligations, and optimize deductions while complying with IRS requirements.

Your driver’s license address can impact taxes, banking, insurance, and credit. Learn when it matters and how to keep your records accurate.

Learn how to accurately report the sale of collectibles without a 1099-B, including tax forms to use, record-keeping tips, and calculating gains or losses.

Managing two 401(k) plans from different jobs requires understanding contribution limits, tax rules, and distribution strategies to optimize retirement savings.

Learn how much the third economic impact payment was, who qualified, how it was distributed, and what to do if you didn’t receive your payment.

Learn how to apply for a TIN number with this step-by-step guide, including requirements, application procedures, and common mistakes to avoid.

Understand how K-1 income is classified for tax purposes and the key factors that determine whether it is considered passive or non-passive income.

Learn how to determine if itemizing deductions is right for you by evaluating key factors, common deductions, and using a calculator to estimate savings.

Learn how the Self-Employed Tax Credit (SETC) can impact your tax obligations, who qualifies, and the steps to claim it effectively.

Understand how taxes impact a $700 weekly paycheck, including federal, state, and other deductions, to better estimate your take-home pay.

Learn how to accurately report gains and losses on Form 7302, with guidance on calculations, adjustments, and proper submission to avoid common errors.

Learn how to accurately report capital gains on your tax return, differentiate between short- and long-term gains, and apply relevant tax schedules.

Understand Federal Schedule SE, how it applies to self-employment taxes, and how it differs from Schedule ES in terms of calculations, reporting, and payments.

Learn how to determine your eligibility, identify qualified expenses, and navigate key steps to claim an education tax credit effectively.

Learn how to register for a Virginia Sales Tax Certificate, meet documentation requirements, and stay compliant to avoid potential issues.

Understand how different factors influence the taxes on your pension and learn how to estimate your tax liability using a pension tax calculator.

Learn how ownership changes and business restructuring impact your Employer ID Number and when obtaining a new one may be necessary.

Understand Illinois state income tax requirements, including filing obligations, tax rates, available credits, and payment options to stay compliant.

Learn how to update your tax filing status with your employer, complete the necessary forms, and ensure accurate paycheck withholdings.

Understand how HSAs and Medicare interact, including eligibility, tax considerations, and withdrawal rules, to make informed healthcare financial decisions.