How to Transfer Stock to a Roth IRA: Rules, Taxes, and Limits
Learn how to transfer stock to a Roth IRA, from handling shares in a taxable brokerage to converting from a traditional IRA, plus limits and reporting.
Roth IRA First-Time Home Buyer: $10,000 Cap and 120-Day Deadline
Learn how the Roth IRA first-time home buyer rules work, from who qualifies and how withdrawals are taxed to deadlines, reporting, and lender expectations.
What Is Foreign Branch Income and How Is It Taxed?
Learn how foreign branch income tax works for U.S. owners, from immediate U.S. taxation and foreign tax credit relief to currency, loss, and filing rules.
Are Prepayment Penalties Tax Deductible on a Mortgage?
Learn when mortgage prepayment penalties are tax deductible, from what qualifies them as interest to refinances, investment properties, and reporting.
Can I File Head of Household When Married but Separated?
Learn how filing head of household when married but separated works, from the IRS qualification tests to child-claim disputes and needed documentation.
How to File Married Jointly With 1099 and W-2 Income
Learn how filing jointly with 1099 and W-2 income works, from combining incomes on one return to self-employment tax and covering it through the year.
How to Allocate 1095-A Premiums for a Non-Dependent
Learn how to allocate 1095-A premiums for a non-dependent, from choosing a shared percentage and handling overlap months to completing Form 8962 correctly.
Who Claims the Child on Taxes With 50/50 Custody: Nights and Form 8332
Learn how the IRS decides who claims a child on taxes with 50/50 custody, from counting overnights and tie-breakers to releasing or revoking the claim.
Which States Have No Personal Property Tax? Vehicles and Businesses
Learn how states with no personal property tax treat vehicles and small businesses, from what exemptions cover to filings and where the list is heading.
IRC Section 280F: Caps, Bonus Depreciation, and Leasing Rules
Learn how the Section 280F luxury auto depreciation limits work, from the annual caps and business-use rules to leasing, recapture, and recordkeeping.