TaxGuidance Team

Will I Get a 1099-R If I Didn’t Withdraw Anything?

Lack of Internal Controls: Fraud, Penalties, and Liability

Intraperiod Tax Allocation: Methods, Backwards Tracing, and Disclosures

Can I Write Off HELOC Interest? Uses, $750K Cap, and Records

Merrill Lynch Donor Advised Fund: Contributions, Deductions, and Grants

Ivory Coast Tax Rates: Corporate, Individual, VAT, and Withholding

IRS Form 5329 for a Missed RMD: Penalty, Part IX, and Waiver

Colombia Withholding Tax: Rates, Treaty Relief, and Payer Duties

SERP Payments on W-2: Box 12 Codes Y and Z, FICA, and SSA-131

QTIP Trust Requirements: Income Rule, Election, and Drafting Errors