Investment and Financial Markets

Understand how to identify and organize qualified education expenses, account for scholarships or refunds, and ensure accurate financial planning.

Learn who should provide identification for a deceased person’s e-filing, how to use their license legally, and what to do if it’s unavailable.

Learn when Nebraska begins accepting state tax returns, available filing methods, and key deadlines to ensure a smooth submission process.

Learn when you can file your state taxes, how deadlines vary, and what to consider when filing alongside your federal return to avoid penalties or delays.

Discover which retirement accounts offer tax deductions and how they can help you reduce taxable income while saving for the future.

Understand how the IRS step-up in basis at a spouse’s death affects property valuation, tax implications, and future capital gains calculations.

Learn how Form 8868 helps tax-exempt organizations request extensions for filing annual returns and what to consider when submitting it.

Learn how to e-file your federal and state tax returns efficiently, meet deadlines, and keep accurate records for a smooth tax filing experience.

Understand how Form K-1 (1065) affects your tax return, when to report it, and what to do if there are errors or missing information.

Learn what a California SOS File Number is, how it streamlines business filings, and why it matters for compliance, taxation, and official state records.

Learn how to access and interpret OANDA tax forms, calculate gains or losses, and maintain accurate records for efficient trade reporting.

Learn how to complete Form 4868 accurately, estimate your tax liability, and submit your extension request and payment on time to avoid penalties.

Understand whether a parking pass qualifies as an education expense for tax deductions and learn how different fees are classified for tax purposes.

Learn how to detect unauthorized tax filings in your name, review key financial records, and take steps to address potential identity-related tax issues.

A CP71H notice informs you of unpaid taxes and potential penalties. Learn how to verify its legitimacy, explore payment options, and address any discrepancies.

Understand the potential tax implications of not submitting FTB 4502, including possible adjustments, penalties, and steps to address a missing form.

Learn how to file Form M-4868 for a Massachusetts tax extension when no payment is due, including key requirements, submission methods, and confirmation steps.

Learn how the de minimis safe harbor election simplifies tax reporting by allowing businesses to expense certain costs instead of capitalizing them.

Learn how to e-file your state taxes without filing a federal return, including eligibility requirements, necessary documents, and submission verification.