Investment and Financial Markets

Understand how to manage and apply your Qualified Business Income Deduction carryforward effectively for optimal tax benefits.

Understand what happens after your return is received, including processing steps, timeframes, and how to track its progress.

Explore the criteria for claiming a non-working spouse on your taxes, including income, marital status, and necessary documentation.

Discover practical methods to locate your employer’s or business’s EIN number using tax forms, HR contacts, and IRS resources.

Explore the nuances of paying yourself from a single-member LLC, including tax implications and best practices for financial management.

Learn about the IRS’s weekend tax return processing, e-filing benefits, and how to confirm submission to avoid delays.

Explore how IRS refund deposits work, including timing, bank roles, and weekend factors affecting fund accessibility.

Explore the conditions under which you can claim your dog on taxes, including business, service, and foster scenarios, plus necessary documentation.

Track your New Mexico tax refund status with ease. Learn about online tools, timelines, and how to address any discrepancies.

Learn how to manage your 1095-C forms effectively for accurate tax filing and ensure compliance with healthcare coverage requirements.

Understand the nuances of claiming yourself as a dependent on taxes, including qualifications, deductions, and common filing errors.

Learn about the process, bank policies, and timelines for receiving a tax refund over $10,000 via direct deposit.

Understand the nuances of Social Security tips, their calculation, reporting, and employer responsibilities for accurate tax compliance.

Explore the nuances of filing federal and state taxes separately, including potential benefits and considerations.

Learn effective methods to locate and retrieve your ITIN number, ensuring secure record-keeping and easy access for future needs.

Explore the tax implications and considerations when inheriting a house from a trust, including valuation, basis adjustments, and state taxes.

Understand the timeline differences between state and federal tax refunds and learn what factors can influence the arrival of your federal refund.

Explore the nuances of 1099 expense reimbursements and their tax implications, including qualifying costs and reporting requirements.

Learn how to qualify for and claim the Hunter Douglas tax credit, including eligible treatments and necessary documentation.