What Does FSA Eligible Mean? Qualifying Expenses and IRS Rules
Learn how FSA eligibility works under IRS rules, from qualifying medical costs through dual-purpose gray areas and the documentation needed to prove them.
1099-R Code H: What It Means for Your Roth Rollover
Learn what 1099-R code H means for a direct Roth rollover, from how to report it and verify the details to fixing form errors and keeping proper records.
How to Change Your State Tax Withholding in ADP
Learn how to change your state tax withholding in ADP, from updating your info in the portal to handling relocations, remote work, and two-state cases.
Form 1098 Mortgage Insurance Premiums: Eligibility and Claiming
Learn how the mortgage insurance premium deduction works, from who qualifies and what counts to finding it on Form 1098, claiming it, and when it ends.
IRC 1278: Market Discount, Accrual Methods, and Elections
Learn how market discount bond tax rules work, from what triggers ordinary income treatment to accrual methods, available elections, and reporting.
Section 444 Election: Form 8716, Required Payments, and Termination
Learn how a Section 444 election works for partnerships, S corps, and personal service corporations, from eligibility to compliance and termination.
Do You Need a 1099 for a Canadian Contractor?
Learn how 1099 rules apply when you hire a Canadian contractor, from required forms and treaty relief to withholding, reporting, and possible penalties.
Captive Distribution: Methods, Approval, and Tax Treatment
Learn how captive insurance distribution works, from payout methods and regulator approval to parent tax treatment and alternatives that free up capital.
Form 8832 Can’t Be Filed Electronically: Where to Mail and Sign
Learn why you can't file Form 8832 electronically and how to handle it on paper, from mailing and signing to effective dates and late-election fixes.
What Is an Eligible Educational Institution for Taxes?
Learn how the IRS defines an eligible educational institution, from what schools must meet to the tax benefits that depend on qualifying and how to verify.