IRS Pub 919: How Do I Adjust My Tax Withholding?
Learn how to adjust your federal tax withholding, from using the IRS estimator to updating your W-4 and handling bonuses, other income, and pensions.
What Is a 1035 Exchange in Real Estate vs. 1031?
Learn how a 1035 exchange differs from a 1031 in real estate, from what each provision covers to the rules, deadlines, and tax outcomes of deferring gains.
Injection of Cash: Equity vs Debt, Tax Treatment, and Recording
Learn how injection of cash accounting works, from choosing equity or debt to recording the entries and handling tax and disclosure requirements.
US GAAP and IFRS Convergence: Key Differences and Why It Stopped
Learn how US GAAP vs IFRS differences shape reporting, from the principles-versus-rules divide to major accounting topics and stalled convergence.
What Is a U.S. TIN? SSN, ITIN, and EIN Compared
Learn how US taxpayer identification numbers work, from choosing the right type through applying, renewing, and using it to claim tax credits.
How Restricted Stock Is Taxed at Vesting and Sale
Learn how restricted stock is taxed, from ordinary income at vesting and early election choices through capital gains at sale and common filing pitfalls.
Fiscally Transparent Entities: Types, Pass-Through Tax, and QBI
Learn how fiscally transparent entities are taxed, from pass-through structures and owner reporting to deductions, self-employment, and cross-border rules.
Qualified Plan Loan Offset: Rollover Deadline, 1099-R Reporting
Learn how a qualified plan loan offset works when you leave a job with a 401(k) loan, from rollover timing and mechanics to tax reporting and plan coverage.
1099 vs 1096: Deadlines, Penalties, and Corrections
Learn how 1099 vs 1096 filing works for businesses paying non-employees, from what each form does and who must file to deadlines, penalties, and fixing errors.
How to Get IRS Form CP 575 or a 147C Letter
Learn how to get a 147C letter or CP 575 from the IRS, from preparing to call and verifying your identity to third-party and international requests.