TaxGuidance Team

Defined Contribution Plan Accounting: ASC 962, Form 5500, and Audits

What Is Form 1099-R and How Does It Affect Your Taxes?

Can You Contribute to a 529 for the Previous Year?

Roth IRA for Married Filing Jointly: Limits and Backdoor Roth

Canada Savings Bonds: Redemption, CRA Reporting, and FBAR

ADS Depreciation: How It Works, When It’s Required, and Electing In

Why Is My Bank Asking for a W-9? Triggers, Risks, and Scams

Are Entrance Fees for Retirement Communities Tax Deductible?

QTIP Trust Defined: How It Works, Election, and Tax Rules

When Are EIC Tax Returns Processed: February Hold and March 2