1099-DIV Box 5: Section 199A Dividends and the 20% Deduction
Learn how 1099-DIV Box 5 reports Section 199A dividends, from the underlying REIT income and claiming the 20% deduction to eligibility and state treatment.
How Does an FSA Affect Your Tax Return?
Learn how an FSA affects your tax return, from where the savings appear on your W-2 to filing steps, coordination with an HSA, and what to have ready.
Short-Term Rental Depreciation: Rules, Loss Limits, and Recapture
Learn how short-term rental depreciation works, from writing off the building and its shorter-life parts to claiming losses and settling up when you sell.
How Is Fannie Mae Capital Gains Income Taxed?
Learn how Fannie Mae capital gains tax works, from stock sales and mortgage-backed securities to inherited holdings, state treatment, and reporting.
What Is Fund Accounting and How Does It Work?
Learn how fund accounting works for governments and nonprofits, from how funds are structured and balanced to the rules, reporting, and oversight involved.
Is Life Insurance Included in the Gross Estate?
Learn how life insurance is included in the gross estate, from ownership and transfer rules to trust planning, state taxes, and estate tax reporting.
Does a Joint Account With a Parent Trigger Gift Tax?
Learn how a joint account with a parent affects gift tax, from when a transfer becomes complete to filing rules, estate impact, and safer alternatives.
Can You Put Crypto in a Trust? Transfer, Taxes, and Trustee Duties
Learn how you can put crypto in a trust, from picking the right structure to transferring custody, handling taxes, and trustee responsibilities.
Form 14157: Filing a Return Preparer Complaint and Fixing Your Account
Learn how Form 14157 lets taxpayers report a paid tax preparer's misconduct, from filing the complaint through IRS review to fixing your own account.
Self-Employed House Cleaner Tax Deductions: Mileage and Supplies
Learn how self-employed house cleaner tax deductions work, from mileage and supplies through home office and insurance to retirement and quarterly taxes.