Charitable Contributions on Form 1065: Schedule K Line 13
Learn how charitable contributions on Form 1065 pass through to partners, from partnership reporting to the deduction limits and substantiation rules that follow.
US Dividend Withholding Tax: Rates, W-8 Forms, and Refunds
Learn how US dividend withholding tax for foreign investors works, from treaty rates and W-8 forms to special dividend rules and reclaiming overwithheld tax.
Do I Need Tax Forms for My 401(k): W-2, 1099-R, and 5329
Learn how the tax forms for a 401(k) fit together, from contributions and money leaving the plan to rollovers, penalties, and corrections at tax time.
Why Hasn’t the IRS Taken My Payment and What to Do
Learn why the IRS hasn't taken your payment, from normal processing timing through common reasons debits fail and steps to check status and limit costs.
IRS Pub. 969: HSAs, FSAs, HRAs, and Archer MSAs
Learn how IRS Publication 969 covers tax-favored health accounts, from eligibility and contributions to qualified spending, penalties, and employer plans.
What Is a Proposed Tax Assessment From the IRS?
Learn how a proposed tax assessment from the IRS works, from reading the notice and weighing your options to disputing or resolving the balance.
How to Account for Leasehold Improvements: Book, Tax, and Lease-End
Learn how to account for leasehold improvements, from capitalizing costs and running book and tax schedules to handling restorations and mid-lease changes.
Where Is Section 179 on Your Tax Return? Form 4562 and Schedule C
Learn where to report Section 179 on your tax return, from the depreciation form through entity-specific destinations, recapture, and state differences.
Are Government Pensions Taxable? CSRS, FERS, and Military Rules
Learn how government pensions are taxed federally and by states, from civil service and military retired pay to disability carve-outs and reporting rules.
Where Does an IRA Contribution Go on Form 1040?
Learn where an IRA contribution goes on Form 1040, from how the different account types are reported to how deductibility shapes what shows up on your return.