Change Your Name With the IRS: SSA Steps and Mismatch Fixes
Learn how to change your name with the IRS, from updating Social Security records and filing during the transition to fixing mismatches on your return.
Capital Gains Cost Basis: Adjustments, Step-Up, and Carryover Rules
Learn how capital gains cost basis works, from the price you pay and later adjustments to special rules for inherited, gifted, and exchanged property.
What Is Shrinkage in Accounting? Causes, Calculation, and Controls
Learn how shrinkage in accounting works, from the causes and calculations to recording it in the books, tax treatment, and controls that reduce losses.
What Happens to Your HSA If You Die: Beneficiary Rules and Tax Impact
Learn what happens to your HSA when you die, from spousal transfers and non-spouse tax consequences to estate outcomes and beneficiary designations.
How to Complete IRS Form 6863: Section A, Rates, and Filing
Learn how to complete IRS Form 6863 for summons expenses, from gathering your details and applying federal rates to filing and getting paid.
IRS Examination Process: Audit Types, Outcomes, and Appeals
Learn how the IRS audit process unfolds, from how returns are selected and reviewed through the outcomes, penalties, and appeals that can follow.
What Happens to Stocks When Companies Merge: Cash, Taxes, RSUs
Learn what happens to stocks when companies merge, from how payouts and share exchanges work to the tax fallout and impact on employee stock and options.
Where to Report Foreign Social Security Income on Form 1040
Learn how to report foreign Social Security income on Form 1040, from treaty analysis and currency conversion to foreign tax credits and account filings.
Does Your W-2 Include 401(k)? Check Box 12 and Box 13
Learn how your W-2 reports 401(k) contributions, from where deferrals appear and how they affect taxable wages to fixing errors and reconciling mismatches.
What Are FIT Taxable Wages and How Are They Calculated?
Learn how FIT taxable wages are figured, from what counts as compensation through pre-tax deductions to W-2 reporting and exceptions to the rule.