How to Amend a State Tax Return: Forms, Deadlines, and Penalties
Learn how to amend a state tax return, from picking the right form and meeting deadlines to handling federal changes, penalties, and multi-state filings.
Does Form 1099-Q Need to Be Reported on Taxes?
Learn when you need to report a 1099-Q on your taxes, from matching withdrawals to qualified expenses through taxable portions and state considerations.
1099-R Code G: Rollover Reporting, Roth Conversions, and Fixes
Learn how a 1099-R with code G works on your tax return, from straightforward direct rollovers to Roth conversions, after-tax wrinkles, and coding errors.
What Is Section 170(c)(2) of the Internal Revenue Code?
Learn how Section 170(c)(2) of the Internal Revenue Code shapes charitable deductions, from qualifying groups to disqualifying conduct and donor limits.
What Are Kaiser Tax Forms and How Do You Get Them?
Learn how Kaiser tax forms work, from the coverage statements members receive to Marketplace reconciliation and Health Savings Account reporting.
When Is Accrual Accounting Required for Tax Purposes?
Learn when accrual accounting is required for tax purposes, from the businesses and thresholds that trigger it to switching methods and fixing mistakes.
IRC Section 404: Employer Deduction Limits for DC, DB, and ESOP Plans
Learn how IRC Section 404 employer contribution deduction limits work, from defined contribution and pension plans to ESOPs and handling excess amounts.
IRC 7203: Willful Failure to File or Pay Tax, Penalties and Defenses
Learn how IRC 7203 willful failure to file prosecutions work, from what the government must prove to how penalties stack and when disclosure can help.
Qualified Joint Venture for Rental Property: IRS Election Rules
Learn how the qualified joint venture election works for spouses who co-own rental property, from eligibility and filing to income splitting and limits.
What Happens If You File Taxes Late and Are Due a Refund?
Learn how filing taxes late when getting a refund works, from the claim deadline and interest to filing the return and what can reduce your refund.