Investment and Financial Markets

Understand how scholarships impact your taxes, including IRS criteria, eligible expenses, and reporting methods for accurate financial planning.

Understand the key factors that define a principal place of business and the implications of misclassification for your organization.

Learn how to efficiently request a business tax transcript, including eligibility, required documents, and available request methods.

Explore how legal separation impacts your financial landscape, from tax status to property, debts, and retirement accounts.

Discover common reasons why the IRS2Go app may not function correctly despite accurate information, and learn how to resolve these issues.

Understand the reasons behind IRS Notice CP21B, how it affects your refund, and the steps to take for accurate record-keeping and resolution.

Explore the nuances of deducting dry cleaning as a business expense, including criteria, clothing types, and reporting methods.

Learn about interim driver’s licenses, including costs, discounts, and renewal fees, to make informed decisions on your licensing needs.

Learn how to accurately report interest income from personal loans on your tax returns, including federal and state requirements.

Learn how to address receiving a 1099-MISC without payment, including verifying accuracy, correcting errors, and communicating with the IRS effectively.

Explore the tax-exempt status of public schools, including federal, property, and sales tax implications, and donation deductibility.

Understand the impact of the pro rata rule on backdoor Roth IRA conversions and learn strategies for effective financial planning.

Learn how the 1098-E form can impact your tax refund by adjusting taxable income through student loan interest deductions.

Discover the factors influencing IRS return acceptance times and learn how to track your return’s status effectively.

Explore the tax implications of PFML benefits in Massachusetts, including federal and state considerations and reporting requirements.

Understand how NY SDI impacts payroll taxes, contributions, and benefits coordination for informed financial planning.

Learn how to manage and submit quarterly tax payments for 1099 income efficiently, ensuring compliance and avoiding penalties.

Learn the essentials of manually completing a 1099 form, including format guidelines, accuracy tips, and submission procedures.

Learn how the special depreciation allowance deduction can benefit your business by accelerating asset write-offs and optimizing tax strategies.

Learn efficient strategies for managing DOR ITS payments, including electronic and paper methods, installment plans, and tracking payment status.