How to Get Your Adjusted Gross Income (AGI)
Learn how to get your adjusted gross income, from checking past returns and IRS records to estimating it before filing and telling AGI apart from MAGI.
Split Roll Property Taxes: Classes, Adoption, and Who Pays
Learn how split roll property taxes work, from how jurisdictions sort real estate into classes with different rules to why states adopt the approach and who pays.
1099-OID Form: Boxes, Reporting, and Cost Basis Effects
Learn how the 1099-OID form works, from reading its boxes and knowing which investments create discount income to reporting it and tracking cost basis.
IRS Section 529 Rules: Qualified Expenses and Roth Rollovers
Learn how 529 plan rules work, from tax advantages and qualified education expenses to beneficiary changes, Roth rollovers, and financial aid effects.
IRS FSA Rules for Terminated Employees: COBRA, Carryover, and Claims
Learn what happens to your FSA when you leave your job, from unused balances and continuation options to dependent care rules and filing final claims.
IRS Form 1096: Instructions, 2026 Deadlines, and Penalties
Learn how IRS Form 1096 instructions work, from filling out and mailing the cover sheet through deadlines, fixing errors, and late-filing penalties.
Liability Definition: Types, Measurement, and Ratios
Learn how liabilities in accounting are classified, measured, and reported, from balance sheet basics through key financial ratios and tax pitfalls.
Historical Cost vs Fair Value: Treatment, Impairment, IFRS
Learn how historical cost vs fair value accounting works, from the assets under each measure to impairment, reporting effects, and IFRS treatment.
Is Unused Dependent Care FSA Money Taxable?
Learn whether unused dependent care FSA money is taxable, from forfeited balances and mid-year job changes to the situations that actually trigger tax.
When Does the IRS Send Out IP PINs? Mailing Window and CP01A
Learn when the IRS sends out IP PINs by mail, from the annual CP01A window and who qualifies for a notice to your options if it never shows up.