529 Roth Rollover Rules: Limits, Deadlines, and Tax Reporting
Learn how 529 to Roth IRA rollover rules work, from eligibility and holding requirements to executing the transfer and handling the tax reporting.
What Is a Retro Adjustment? Triggers, Payroll Rules, and Penalties
Learn how retro adjustments work, from the events that trigger them and payroll tax handling to legal requirements, penalties, and recordkeeping duties.
IRS Cell Phone Deduction: Rules for Self-Employed and Employees
Learn how the cell phone tax deduction works for the self-employed and W-2 employees, from business-use splits to reimbursements and recordkeeping.
What Causes a 501c3 Organization to Lose Its Status?
Learn how a 501c3 loses its tax-exempt status, from filing lapses and political activity to insider benefits, mission drift, and the path to reinstatement.
Do You Have to Pay Taxes on a CD? Rules, Penalties, and IRAs
Learn how paying taxes on a CD works, from calculating and reporting interest to early-withdrawal penalties, surtaxes for higher earners, and IRA-held CDs.
Where to Mail Form 1310 for a Deceased Taxpayer
Learn where to mail Form 1310 for a deceased taxpayer, from filing it with original or amended returns to sending it alone to reissue a refund check.
IRS Form 843 Instructions: Abatement, Refunds, and Filing
Learn how IRS Form 843 instructions work, from completing the form and proving grounds for abatement or refund through filing, deadlines, and next steps.
Late Election Form 2553: Relief Paths, Filing Package, and Denials
Learn how late filing of Form 2553 works, from confirming eligibility and choosing a relief path to assembling the filing package and handling IRS denials.
Can a Homeowners Association Make a Profit? Surplus and Tax Rules
Learn how the question of whether an HOA can make a profit plays out, from surplus rules and federal tax treatment to homeowner oversight rights.
Energy Efficient Pool Pump Tax Credit: Federal Rules and Rebates
Learn how the energy efficient pool pump tax credit fits into federal law, from what current home energy credits cover to utility rebates and pump savings.