Investment and Financial Markets

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.

Learn how federal student loan debt can impact your tax refund, what loan types are subject to offsets, and how filing status changes may affect your outcome.

Learn how to effectively use your FSA, from contribution limits to reimbursements, ensuring you maximize savings while staying compliant with IRS rules.

Lost your job but still owe taxes? Learn about payment relief options, potential penalties, and how unemployment benefits impact your tax obligations.

Understand the tax treatment of easement sales, including income classification, basis adjustments, and reporting requirements for accurate tax compliance.

Learn how to accurately report Backdoor Roth contributions on your taxes, including key forms, calculations, and common considerations for compliance.

Learn how to navigate Dependent Care FSA reimbursements, including eligibility, claim submission, required documentation, and processing timelines.

Learn who should file Idaho Form 43, how to report income as a part-year resident or nonresident, and key steps for accurate filing and tax allocation.

Learn how to manage self-employment tax estimated payments, avoid penalties, and adjust for income changes to stay compliant and organized year-round.

Learn why your ID.me account may be suspended and how to resolve it by addressing verification issues, security concerns, or missing information.

Learn how to determine QBI eligibility, navigate income limits, and meet key requirements to maximize your qualified business income deduction.