Investment and Financial Markets

Learn how Connecticut’s 529 tax deduction works, including eligibility, contribution limits, and how to properly claim your deduction on state taxes.

Learn Massachusetts tax deadlines, extension options, and potential penalties for late payments to stay compliant and avoid unnecessary costs.

Learn how to track your STAR rebate check, understand potential delays, and find solutions if your payment hasn’t arrived as expected.

Learn how to assess a condo’s land and improved value using common valuation methods, property assessments, and key financial considerations.

Learn how the Additional Child Tax Credit can provide a refundable benefit, who qualifies, and key factors to consider when filing your tax return.

Learn how to accurately report step-up basis on rental property, including valuation, depreciation adjustments, and tax filing considerations.

Understand how New York taxes work, including key rates and types, to better navigate your financial obligations in NYC.

Learn how to report Form 1099-R on your Form 1040, including where to enter distributions, taxability considerations, and federal withholding details.

Learn how to track your tax return, understand processing timelines, and take the right steps if there are delays or missing records.

Learn how to respond to an IRS CP75 notice, verify your tax return details, and provide the necessary documentation to avoid potential adjustments.

Learn how corporate dissolution works, including legal steps, financial responsibilities, and stakeholder considerations for a smooth business closure.

Learn where to find your tax refund amount on your return, how additional schedules may impact it, and common mistakes that could affect your final total.

Learn which pensions are exempt from Alabama state taxes, including benefits for public employees, federal retirees, and military personnel.

Learn how to accurately report qualified dividends on your tax return, ensure compliance with IRS guidelines, and address potential filing discrepancies.

Learn how residency rules, tax credits, and non-resident filings impact state tax obligations when living or working remotely.

Learn what Distribution Code H on a 1099-R means for Roth 401(k) rollovers, how it affects taxes, and why accurate reporting is essential.

Learn when to expect your tax refund with the Child Tax Credit, what might cause delays, and how to track your payment efficiently.

Learn strategic ways to minimize or defer capital gains tax in Oregon through exemptions, exchanges, and tax-advantaged investment options.

Learn how to accurately report cash liquidation distributions from Form 1099-DIV, adjust cost basis, and ensure proper tax treatment for compliance.

Learn where to obtain a 1096 form for tax filing, including options from the IRS, retailers, and bulk suppliers to meet your specific needs.