Form 1041-X: How to Amend an Estate or Trust Return
Learn how to amend an estate or trust return, from deadlines and prep through filing corrections to updating beneficiaries and state follow-up.
Why Does My Tax Transcript Have a Future Date?
Learn why your tax transcript shows a future date, from how the IRS schedules processing batches to what the transaction codes mean and when to follow up.
Accidentally Used Maiden Name on Tax Return? Rejections and 1040-X
Learn what to do if you accidentally used your maiden name on a tax return, from checking SSA records and fixing rejections to amending a processed return.
Form 8992 Schedule A: GILTI Reporting for U.S. Shareholders
Learn how Form 8992 Schedule A works for U.S. shareholders of CFCs, from gathering per-CFC figures to filing, corrections, and penalty exposure.
Recharges in Accounting: Allocation, Transfer Pricing, and Disclosure
Learn how recharges in accounting move shared costs across departments and legal entities, from allocation methods to transfer pricing and disclosure.
What Is Net Amount? Gross vs. Net in Pay, Sales, and Net Worth
Learn how the net amount works across everyday finances, from paychecks and self-employment income to invoices, corporate reports, and personal net worth.
QCD 1099-R Code: Box 7, Code Y, and Form 1040 Reporting
Learn how QCD 1099-R codes work, from what your custodian reports in Box 7 through claiming the exclusion on Form 1040 and keeping the records that back it up.
Trust Expenses List: Deductible, Non-Deductible, and Trustee Fees
Learn how deductible and non-deductible trust expenses work, from trustee fees and administration costs to charitable gifts and final-year deductions.
What Is FICA HI Tax? Rate, Wage Base, and the 0.9% Surtax
Learn how the FICA HI tax works for employees and the self-employed, from paycheck withholding and wage base rules to the extra surtax on high earners.
Social Security Wage Base by Year: 1937 to 2026 and Cap Impact
Learn how the Social Security wage base by year has evolved, from annual adjustments and historical shifts to how the cap affects your taxes and benefits.