Investment and Financial Markets

Understand the key deadlines for SIMPLE IRA contributions, including employee, employer, and catch-up contributions, to ensure timely and compliant funding.

Learn how EIP3 impacts payments, eligibility, and tax adjustments, plus steps to identify and claim any missing amounts under current guidelines.

Learn how to file a waiting time penalty claim in California, including eligibility, deadlines, required documents, and potential outcomes.

Delays in tax refunds can stem from errors, verification holds, or payment processing issues. Learn common causes and steps to resolve them efficiently.

Learn how mortgage interest is reported on your tax return, including deductions, second homes, investment properties, and the impact of refinancing.

Understand how New Jersey’s tax rules impact your ability to take the standard deduction while itemizing and how they differ from federal tax guidelines.

Learn how to check if someone else claimed your child on their taxes, verify dependent status, and take steps to correct any filing issues.

Learn how long tax refunds typically take, factors that affect processing times, and what to do if your refund is delayed.

Married couples may file separately to manage tax liabilities, deductions, or financial obligations more effectively based on their unique circumstances.

Understand which types of employee compensation qualify as wages for the Employee Retention Credit and how they impact tax calculations and filings.

Learn how to request an xxxFee refund, understand eligibility requirements, and navigate the process efficiently for a smoother resolution.

Learn why you may not have received a consolidated 1099 from Robinhood this year and how to verify your tax documents for accurate filing.

Understand how Wisconsin taxes pension income from other states, including residency rules, reciprocity agreements, and potential tax credits.

Learn the best ways to contact the IRS, from phone and online options to mail and in-person visits, to get the assistance you need efficiently.

Understand the key rules, asset eligibility, and filing steps for a one-time capital gains exemption to ensure compliance and optimize tax benefits.

Learn how Colorado Form DR 0104 impacts tax filings, why it requests license details, and how to avoid common errors that could delay processing.

Learn which real estate transactions are exempt from 1099-S reporting and how specific entities and transfer types qualify for this exemption.

Find the correct mailing address for Form 1065 partnership tax returns, understand state-specific variations, and avoid common filing errors.

Learn how to calculate, schedule, and submit estimated quarterly tax payments while avoiding common pitfalls and ensuring compliance with IRS requirements.