If You Sell a House and Buy Another, Do You Pay Taxes?
Learn how taxes work when you sell a house and buy another, from figuring gain and exclusions to reporting the sale and deductions on your next home.
Can You Convert an Inherited IRA to a Roth IRA?
Learn who can convert an inherited IRA to a Roth IRA, from the rules for spouses and non-spouse beneficiaries to the tax consequences and timing traps involved.
How Long Do You Need to Keep HSA Receipts: Storage, Audits, Heirs
Learn how long to keep HSA receipts, from valid documentation and tricky expense categories to long-term storage, audit risk, and passing records to heirs.
Property Leased to a Tax-Exempt Entity: ADS Rules and TEUP Exceptions
Learn how depreciation rules for property leased to a tax-exempt entity work, from reclassification triggers to ADS effects and exceptions that avoid it.
W-2 Box 11 Nonqualified Plans: Boxes 1, 3, 5 and Code Y/Z
Learn what Box 11 on your W-2 covers, from nonqualified plan distributions and their tie to your wage boxes to when Code Y or Code Z shows up in Box 12.
How to Write a Check to the IRS: Payee, Memo Line, and Voucher
Learn how to write a check to the IRS, from filling out the check correctly to mailing it with the voucher and handling payment problems along the way.
Phantom Stock Plan: Taxation, Section 409A, and ERISA
Learn how phantom stock plan taxation works for employees and employers, from income and payroll tax timing to the deferral rules and ERISA considerations.
Robo de Identidad del IRS: Formulario 14039 y el IP PIN
Aprende cómo reportar el robo de identidad al IRS, desde detectar el fraude y presentar la declaración jurada hasta proteger tu cuenta en el futuro.
PLLC 1099 Rules: Issuing, Receiving, and Paying Yourself
Learn how PLLC 1099 rules work, from issuing forms to contractors and reporting the income your practice receives to paying owners and fixing errors.
How to Pay the IRS by Phone: Cards, EFTPS, and Fees
Learn how to pay the IRS by phone, from card processor calls and bank-draft options through timing, fees, and what to do when you can't pay in full.