How to Report an FSA on Your Tax Return: W-2 and Form 2441
Learn how to report an FSA on your tax return, from how health accounts flow through your W-2 to dependent care forms, credits, and eligibility rules.
Federal Excise Tax on Trailers: Design and Use-Based Exemptions
Learn how federal excise tax exemptions on trailers work, from design- and use-based categories to claim rules and penalties for getting it wrong.
Accretion and Amortization: Bond Premiums and Section 197 Intangibles
Learn how accretion and amortization tax rules for bonds and intangibles work, from discount and premium adjustments to writing off intangible asset costs.
Liquidation Distribution: Shareholder Gain, Loss, and Reporting
Learn how liquidation distribution tax works for shareholders, from calculating capital gain or loss and applicable rates to special rules and reporting.
Received a 1099 for a Deceased Person? Nominee Filing and EIN
Learn how to handle a 1099 for a deceased person, from splitting income at the date of death to nominee reporting, estate EINs, and filing deadlines.
IRS Pub 515: Withholding Agents, W-8 Forms, and Form 1042
Learn how IRS Publication 515 governs withholding on U.S. payments to foreign persons, from treaty relief and payee paperwork to deposits and reporting.
1099 Reporting for Stock Redemptions: 1099-B or 1099-DIV?
Learn how stock redemption 1099 reporting works, from choosing between sale and dividend treatment to handling basis, filing deadlines, and corrections.
Journal Entry to Record Stock Donations: Donor and Nonprofit Sides
Learn how the journal entry to record stock donations works on both donor and nonprofit books, from valuing shares to booking sales and paperwork.
Form 1099-R Box 9a: Your Percentage of Total Distribution Explained
Learn how Form 1099-R Box 9a works, from what the percentage represents and why it may be blank to handling errors and locating after-tax contributions.
Stock Step-Up in Basis at Death: Valuation, Ownership, Reporting
Learn how the stock step-up in basis at death works, from valuing inherited shares and ownership rules to reporting the eventual sale and keeping records.