Investment and Financial Markets

Wondering why your tax refund is delayed? Learn about common processing issues, tracking options, and when to reach out for assistance.

Learn how to accurately track and document mileage for tax purposes, meet IRS requirements, and maintain records to support business-related travel deductions.

Understand the costs of filing back taxes, including penalties, interest, and fees, to better assess your total tax liability and payment options.

Understand whether 529 plan funds can cover fraternity dues, how the IRS classifies eligible expenses, and the potential tax implications of withdrawals.

Learn how to determine tax basis from a K-1 statement by tracking income, expenses, contributions, and distributions to ensure accurate tax reporting.

Learn practical strategies to lower FICA tax liability through benefits, business structure adjustments, and tax-efficient compensation planning.

Learn how to accurately report HSA contributions on Form 1040, understand eligibility for deductions, and avoid potential excess contribution penalties.

Learn how to accurately complete the Florida DR-15 tax form, report sales and exemptions, calculate amounts due, and ensure compliance for your business.

Learn how to claim the wood stove tax credit, including eligibility, required documentation, and filing steps to maximize potential savings on your installation.

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.