Are GoFundMe Donations Tax Deductible? Rules and Exceptions
Learn when GoFundMe donations are tax deductible, from the split between personal gifts and certified charity campaigns to how itemizing shapes what you can claim.
How Customs Duties Are Calculated: Valuation, Tariffs, and Fees
Learn how customs duties are calculated on imports, from valuation and tariff classification to added fees, stacked tariffs, and duty-saving programs.
Do You Have to Pay Estate Tax on a Roth IRA?
Learn how estate tax on a Roth IRA works, from federal and state rules to how the account is valued, what heirs inherit, and planning moves that can reduce exposure.
Why Is Your Landlord Asking for a W-9?
Learn why your landlord is asking for a W-9, from the payments that justify the request to signing it, refusing, and what to expect when tax time arrives.
AU-C Section 230: Audit Documentation Rules and Retention
Learn how AU-C Section 230 audit documentation requirements shape working paper content, assembly and retention timelines, ownership, and enforcement.
How to Correct a Mistake on Your EIN Application
Learn how to correct a mistake on an EIN application, from catching errors before assignment to fixing details afterward and resolving duplicate EINs.
Who Needs to File Form 5500: Covered Plans and Exemptions
Learn who needs to file Form 5500 each year, from the retirement and welfare plans covered by ERISA to key exemptions and how filings actually work.
Does Box 1 on W-2 Include 401(k)? Traditional vs. Roth
Learn how 401(k) contributions affect Box 1 on your W-2, from the split between traditional and Roth deferrals to employer matches and checking your numbers.
Section 79 Group-Term Life Insurance: Imputed Income and W-2 Reporting
Learn how Section 79 group-term life insurance is taxed, from imputed income on coverage above the exclusion to nondiscrimination rules and W-2 reporting.
What Is a Grantor Letter: Mortgage Gifts and Trust Income
Learn how a grantor letter works in home financing and trust taxation, from documenting gifted down payment funds to reporting annual trust income.