Investment and Financial Markets

Understand self-employment income for tax purposes, including sources, calculation, recordkeeping, and estimated tax payments.

Discover the common reasons behind tax processing delays, from verification issues to high volume periods, and learn how to address them effectively.

Learn how to identify and claim refunds for overwithheld taxes on bonuses, ensuring you maximize your tax return efficiently.

Understand how a Backdoor Roth 1099-R affects your tax liability and learn to navigate reporting and common errors effectively.

Learn about the availability of K-1 forms, potential delays, and how to manage your tax filings effectively.

Understand the distinctions and reporting requirements between 1099-K and 1099-MISC to ensure accurate tax filing.

Understand the essentials of 1099-MISC for medical payments, including roles, required categories, exemptions, and filing procedures.

Explore the nuances of tax-deductible meal and entertainment expenses for businesses, including limits and recordkeeping essentials.

Explore the tax implications for Alaskan children receiving the Permanent Fund Dividend, including federal reporting and potential state obligations.

Understand the nuances of claiming your child as a dependent while they are on your insurance, including tax implications and eligibility criteria.

Understand how CDs are taxed, focusing on interest income versus capital gains, and explore implications of early withdrawals and secondary market sales.

Discover how income levels and filing status affect the Lifetime Learning Credit eligibility and learn the steps to calculate your potential credit.

Discover common reasons for 1098-T unavailability and explore practical steps to resolve issues with your educational tax form.

Understand the tax implications of selling a mobile home, including how to calculate gains, exemptions, and the importance of proper documentation.

Discover what to expect after your amended tax return is processed, including potential adjustments and how to track your return’s status.

Learn how to obtain proof of address for a child using various documents and verification methods, ensuring compliance with requirements.

Learn why the IRS may penalize you for not paying estimated taxes and explore ways to reduce potential penalties.

Learn how to accurately report fellowship income on your taxes, manage educational expenses, and fulfill your tax obligations efficiently.