What Is a Tax Directive? Meaning and U.S. Equivalent Forms
Learn what a tax directive is and how U.S. withholding rules cover the same ground, from retirement and pension payouts to severance and foreign payees.
What Is the Tax Rate on Commission? W-2 Withholding vs. 1099
Learn how the tax rate on commission works, from paycheck withholding and payroll taxes to how self-employed earners settle their true rate at filing time.
Do I Need to Issue a 1099 for Advertising? Rules and Deadline
Learn whether you need to issue a 1099 for advertising, from the payees and payments that trigger filing to deadlines, penalties, and foreign vendors.
Private Letter Ruling Cost: IRS Fees, Exemptions, and Refunds
Learn how private letter ruling costs work, from IRS user fees and discounts to professional preparation charges and what happens if you withdraw.
1098-T Does Not Match What You Paid: Reconciling Box 1 and Box 5
Learn why a 1098-T does not match what you paid, from the reasons the numbers differ to reconciling your records and documenting the credit you claim.
IRS Code 61: Gross Income Categories and Key Exclusions
Learn how IRS Code 61 gross income works, from the categories and situations it sweeps in to partial taxation rules and exclusions that limit its reach.
IRS Amended Tax Return Phone Number: Two Lines and What to Have Ready
Learn how to reach the IRS about an amended tax return, from picking the right phone number and prepping your details to knowing when calling actually helps.
IRS Publication 969: HSAs, FSAs, HRAs, and Archer MSAs
Learn how IRS Publication 969 covers tax-advantaged health accounts, from eligibility and contributions to qualified spending, reporting, and penalties.
Can You Use a PO Box on Your Tax Return? EIN and FBAR Exceptions
Learn when you can use a PO box on your tax return, from IRS rules and key exceptions to keeping your address current and protecting your refund.
Schedule 1 Line 26: Self-Employed Health Insurance Deduction
Learn how the self-employed health insurance deduction works, from who qualifies and which premiums count to coverage limits and how to claim it.