Investment and Financial Markets

Understand how deferred compensation is handled after death, including payout options, tax considerations, and the role of beneficiaries and estate planning.

Learn how to navigate the process of claiming the used EV tax credit, including eligibility, required documents, and key tax filing considerations.

Learn how to reimburse employees for health insurance premiums while considering tax implications, compliance requirements, and coordination with other benefits.

Learn what happens to unused HSA funds, including tax implications, withdrawal rules, and how they can be preserved or passed on over time.

Learn what Form 592-B is, who needs to file it, and how it relates to tax withholding and reporting requirements for certain payments in California.

Understand the key factors that can prevent you from contributing to a Health Savings Account and how different types of coverage or status may impact eligibility.

Learn how the USAA Senior Bonus Distribution works, including eligibility, calculation, tax treatment, and timing to help you plan effectively.

Learn how Virginia’s credit for taxes paid to another state works, including eligibility, calculations, and filing requirements to avoid double taxation.

Learn how to manage self-employment taxes, from calculating earnings to making estimated payments and maximizing deductions for a smoother tax season.

Learn how the residential energy credit applies to rental properties, including eligibility requirements, usage considerations, and necessary documentation.

Learn how to correct tax return mistakes, when to file an amendment, and how adjustments may impact your refund or balance due.

Learn how to use PayPal for tax payments, including availability, fees, and documentation to ensure a smooth and secure transaction process.

Understand whether you need to file Form 944 if you have no employees and learn about potential requirements and consequences for non-filers.

Learn how the solar tax credit works, its nonrefundable nature, and how to carry over unused credits to future tax years with proper recordkeeping.

Owing taxes for consecutive years can lead to added costs, financial restrictions, and potential collection actions. Learn how to manage and resolve tax debt.

Learn how the foreign tax credit helps reduce double taxation on international income, who qualifies, and how to calculate and apply it effectively.

Understand how a UNG K-1 impacts your IRA, including tax considerations, reporting requirements, and potential implications for UBTI and state filings.

Learn how to efficiently pay Virginia estimated taxes online, from registration to submission, with guidance on payment schedules and record-keeping.

Understand key details of TX EE voluntary disability insurance in California, including coverage rules, financial responsibilities, and eligibility factors.