Taxpayer Protection Program Hotline: Letters, Documents, IP PIN
Learn how the IRS Taxpayer Protection Program hotline works, from gathering your letter and documents through the verification call to getting an IP PIN.
Do 1099s Have to Be Mailed or Can They Be Emailed?
Learn how 1099s can be emailed instead of mailed, from recipient consent and secure delivery to when paper is required and how deadlines still apply.
M&T Bank Tax Documents: Forms, Delivery, and Corrections
Learn how to handle M&T Bank tax documents, from downloading and delivery to fixing missing or incorrect forms and knowing how long to keep them.
Do Capital Gains Count as Income? AGI, NIIT, and Medicare
Learn how capital gains count as income under federal tax rules, from short- and long-term rates to their effects on AGI, surtaxes, and Medicare costs.
Form 6198: At-Risk Amount, Loss Carryforward, and Recapture
Learn how Form 6198 at-risk limitations shape your deductible loss, from calculating your at-risk amount to handling suspended losses and later recapture.
Can You Write Off a Down Payment on Rental Property?
Learn whether you can write off a down payment on rental property, from how the cost is recovered to deductible closing costs and ongoing expenses.
W-9 for Settlement Payments: 1099 Reporting and Backup Withholding
Learn how W-9s for settlement payments work, from when payers must collect them and issue 1099s to the consequences of missing forms and foreign payees.
Trust Tax Rates on Capital Gains: Brackets, Surtax, and Distributions
Learn how trust tax rates on capital gains work, from brackets and surtax on retained gains to distributing income to beneficiaries and filing deadlines.
What Is a Safe Harbor 401(k) Match? Formulas, Vesting, and Notices
Learn how a safe harbor 401(k) match works, from contribution formulas and vesting to annual notices, mid-year changes, and small-employer tax credits.
IRS Form 433-F Allowable Expenses: National and Local Standards
Learn how IRS 433-F allowable expenses work, from the national and local standards for everyday living costs to actual-cost items and requests to deviate.