Investment and Financial Markets

Compare HDHP family and self-only plans by examining costs, coverage, and tax benefits to determine the best fit for your healthcare and financial needs.

Understand how state tax stamps factor into closing costs and whether they may be tax-deductible based on IRS guidelines and proper recordkeeping.

Learn how to calculate Hawaii self-employment tax, manage estimated payments, and apply deductions to optimize your tax obligations effectively.

Understand when employers pay the standard 7.65% FICA tax, the exceptions that apply, and how self-employment affects tax responsibilities.

Learn how to adjust your cost basis after the KD spinoff, ensuring accurate tax reporting and proper allocation of your original investment.

Learn why California may still require you to file LLC Form 568 after dissolution and how to avoid penalties for non-compliance.

Understand the tax filing requirements for a GRAT, including the grantor’s responsibilities, potential 1041 filing, and key documentation needed.

Find out if your heat pump meets tax credit requirements, including efficiency standards, documentation needs, and potential factors that could affect eligibility.

Learn how to request a penalty abatement online, including eligibility factors, required documentation, and what to expect after submission.

Understand when a 14-year-old may need to file taxes based on income type, dependency status, and IRS thresholds to ensure compliance.

Discover how volunteer firefighters can benefit from tax-free stipends, deductions, and credits while meeting key recordkeeping requirements.

Learn why your Social Security number may not match IRS records, how to verify your information, and steps to update discrepancies to prevent delays.

Learn why the issue date on your Colorado driver’s license matters for financial and tax purposes, and explore alternative ways to verify your information.

Understand the differences between gross and net commission and learn how to accurately report your earnings for tax purposes.

Understand how to report Section 453A(c) information from a K-1 on your tax return, including income characterization and installment payment calculations.

Learn how Pay by Refund works, its eligibility requirements, potential impacts on your tax refund, and key considerations before choosing this payment option.

Understand how Lyft reports driver earnings to the IRS, which tax forms you may receive, and what income thresholds apply for mandatory reporting.

Learn how to accurately file Form 8598 for community property tax returns, including key requirements, documentation, and step-by-step guidance.