Trade Date vs. Settlement Date: Ownership, Cash, and Taxes
Learn how trade date vs. settlement date shapes your investing, from ownership and dividend rights to cash availability, tax timing, and common pitfalls.
Does the IRS Know When You Get Divorced: Filing, Alimony, Assets
Learn how the IRS knows when you get divorced, from filing status and dependents to alimony, property and retirement splits, and post-divorce updates.
Do Attorneys Send a 1099 to Clients: Exceptions and Double-1099s
Learn how 1099 reporting works after a settlement, from whether attorneys send 1099s to clients to overlapping forms and handling notices that look wrong.
Form W-2G Requirements: Thresholds, Withholding, and Reporting
Learn how Form W-2G requirements work for gambling payouts, from reporting thresholds and withholding rules to filing the form on your tax return.
IRS Publication 598: Unrelated Business Income Tax Explained
Learn how IRS Publication 598 explains unrelated business income tax, from covered organizations and excluded activities to calculation and filing.
How to Claim Babysitting Expenses on Your Taxes
Learn how to claim babysitting expenses on your taxes, from figuring out who and what qualifies to calculating the credit, coordinating an FSA, and filing.
Is Family Caregiver Income Taxable? Reporting and Exclusions
Learn when family caregiver income is taxable, from Medicaid waiver exclusions and reporting rules to household employer duties and care agreements.
Form 8308 Instructions: Filing, Deadlines, and Penalties
Learn how Form 8308 instructions guide partnerships reporting hot-asset sales, from preparing and filing to notifying partners and avoiding penalties.
How to Change a Private Foundation to a Public Charity
Learn how to change a private foundation to a public charity, from picking a conversion path and clearing IRS requirements to staying compliant afterward.
Long-Term Transactions: Basis Not Reported to the IRS
Learn how to handle long-term transactions with basis not reported to the IRS, from figuring cost and adjustments to special situations and reporting.