Investment and Financial Markets

Understand the tax implications of HSA distributions, including qualified expenses, reimbursement rules, and reporting requirements.

Learn the steps to take if you forgot to sign your tax return, including how to address IRS notifications and avoid potential penalties.

Learn the various methods to pay your federal taxes efficiently, from electronic options to installment plans, and ensure your payments are verified.

Explore the tax benefits and filing status rules for qualifying surviving spouses, including criteria, dependents, and remarriage implications.

Understand the factors that determine your state tax filing obligations, including residency, income thresholds, and multi-state income allocation.

Explore the tax implications and reporting requirements when scholarships exceed tuition, including how to calculate taxable amounts and adjust education credits.

Understand how housing allowances like BAH are treated for tax purposes at federal, state, and local levels. Learn how to document them effectively.

Learn how to easily access your 1098-T form online through your school’s portal or authorized providers, ensuring a smooth tax filing process.

Maximize your tax refund without dependents by exploring credits, deductions, and strategic withholding adjustments.

Discover practical strategies to reduce your taxable income effectively this year and in the future.

Navigate E*TRADE RSU tax withholding with ease. Learn about methods, reporting, and reconciling for a smoother financial experience.

Explore the nuances of real estate commissions and their tax implications, including deductibility and cost basis adjustments.

Discover how to locate and manage your state ID number for tax filings and other official uses, and learn the steps to correct any errors.

Understand the significance of Item Q Line 2 on state tax returns and learn how to ensure its accuracy before filing.

Learn steps to take if your amended tax refund is delayed, including checking status and contacting authorities for resolution.

Learn how to accurately report difficulty of care payments on your taxes, including IRS guidelines, reporting procedures, and state variations.

Explore how 401(k) contributions impact your Modified Adjusted Gross Income and understand the nuances of tax implications.

Easily track your Idaho tax return status online or by mail, understand processing delays, and learn about identity confirmation steps.

Learn how to report shares withheld for taxes, adjust cost basis, and manage tax implications effectively.

Learn when banks send 1099-INT forms, how to handle missing forms, and ensure accurate reporting of your interest income.