Investment and Financial Markets

Understand what tax documents your employer can access, the legal protections in place, and when you may need to share additional tax details.

Learn when you can use a different mailing address from your residential address and how it affects banking, taxes, payroll, insurance, and legal documents.

Learn how J1 and J2 visa holders navigate tax filing, residency status, and joint return eligibility while meeting IRS and state tax requirements.

Learn how lottery winnings are taxed, when you might be eligible for a refund, and how tax credits could impact your final tax liability.

Learn where to locate a US bank’s EIN on official documents and how to verify its accuracy for tax filings, account applications, and financial agreements.

Learn which education expenses may be tax deductible, how eligibility works, and what to consider when reporting costs on your tax return.

Understand the tax implications of dog-sitting income, including reporting methods, potential deductions, and the importance of accurate record-keeping.

Maximize your tax savings as a travel agent by understanding which business expenses qualify as deductions and how to keep accurate financial records.

Learn how to securely e-file financial forms, from gathering documents to handling rejections, ensuring a smooth and efficient online submission process.

Learn how crypto losses may impact your taxes, what qualifies for deductions, and how to properly document and report losses to the IRS.

Learn the essential steps and factors to consider when gifting property before death, including tax duties, transfer methods, and recordkeeping best practices.

Learn how to obtain and verify proof of medical insurance through various sources, ensuring accurate documentation for personal records or official use.

Learn how 529 plan contributions are treated in Tennessee, including tax implications, withdrawal rules, and key considerations for account holders.

Understand Michigan’s use tax, when it applies, how to calculate it, and key compliance steps to avoid penalties and ensure proper recordkeeping.

Learn when you can deduct mileage for business use, even if you don’t own the car, and how to choose between standard mileage and actual expenses.

Learn which types of interest income are tax-exempt in California, how residency affects exemptions, and the filing requirements to ensure compliance.