Investment and Financial Markets

Learn how to estimate your tax refund by reviewing income, deductions, and credits, while considering factors that may affect your final amount.

Understand the key factors that determine whether your mom can claim you as a dependent, including financial support, residency, and tax filing rules.

Learn how to estimate your California state taxes by considering filing status, deductions, credits, and withholding to better plan for your tax obligations.

Learn how to file late taxes online, understand eligibility, potential penalties, required documents, and the steps to ensure a smooth submission process.

Understand when hazard insurance is tax-deductible, how to document costs, and where to report them based on property type and expense classification.

Understand how Medicare enrollment affects HSA contributions, potential penalties, and alternative options for maintaining tax-advantaged savings.

Learn when jewelry can qualify as a tax deduction, including business expenses, donations, and collectibles, plus key documentation requirements.

Find the best tax software for sole proprietors by comparing features, pricing, integrations, and security to choose the right fit for your business needs.

Learn how to update your tax refund deposit details, explore alternative delivery options, and understand what to do if changes are needed after filing.

Learn how business classification codes apply to insurance agents, why they matter for reporting, and how to verify the correct code for your needs.

Learn when and how to remove the Retirement Savings Contribution Credit from your tax return, adjust your obligations, and navigate the amendment process.

Understanding NYC residency can impact taxes, surcharges, and legal status. Learn how location and primary abode influence your classification.

Understand the key factors that determine if your parents can claim you as a dependent, even if you don’t live with them, and how it impacts tax filings.

Understand the tax implications of silent auction purchases, including deductibility rules, documentation requirements, and potential limitations.

Learn how to check your state tax refund status online, what information you need, typical processing times, and how to address potential delays.

Understand the key legal, tax, and procedural factors to consider before gifting your settlement check to someone else.

Learn how landlords can handle unpaid rent on their taxes, including deductibility rules, documentation needs, and potential impacts on rental income.

Learn how to navigate the pro-rata rule when using a Backdoor Roth strategy, ensuring accurate tax calculations and compliance with IRS guidelines.

Understand how bonus depreciation applies when you have a loss, including its impact on tax liability, net operating losses, and future deductions.