Dividend Stripping: How It Works, Holding-Period Rules, and Penalties
Learn how dividend stripping works, from the mechanics and typical trade structures to the anti-abuse rules, penalties, and cross-border issues.
R&D Expenses: Section 174 Deduction and Section 41 Credit
Learn how the IRS rules for R&D expenses work, from deducting or amortizing research costs to claiming the credit and handling filing requirements.
Qualified Retirement Plans: Limits, Withdrawals, and Rollovers
Learn how qualified retirement plan rules and requirements work, from eligibility and contributions through distributions and duties owed to participants.
RSU vs PSU: Vesting, Taxes, and Cost Basis
Learn how RSU vs PSU equity awards work, from vesting and tax treatment to cost basis and what happens if you leave or the company is acquired.
If I Make $1,000, How Much Taxes Are Taken Out?
Learn how much taxes are taken out of $1,000, from standard paycheck withholdings to how bonuses, self-employment, and state rules change the total.
Deferred Outflows of Resources: Sources, Amortization, and Expense
Learn how deferred outflows of resources arise in government pension and OPEB accounting, from common sources through amortization and expense recognition.
Are Private Sales Taxable? Rules for Buyers, Sellers, and 1099-K
Learn when private sales are taxable, from casual transactions and vehicle rules to online marketplace sales and federal income tax obligations.
Do Reimbursements Go on a 1099? Substantiation, Per Diem, and Mileage
Learn how reimbursements go on a 1099 for contractors, from substantiation and documentation rules to per diem, mileage, and fixing a misreported form.
What Does Refund Applied to Non-IRS Debt Mean?
Learn how a refund applied to non-IRS debt works, from which debts trigger an offset to disputing it, protecting a spouse, and preventing future offsets.
What Happens If No Federal Taxes Are Taken Out of Your Paycheck?
Learn what happens if no federal taxes are taken out of your paycheck, from why withholding hits zero to fixing it and avoiding penalties at tax time.