FAQTs - Frequently Asked Questions About Taxes

 

1099-NEC Filing Requirements

401(k) Withdrawals

ABLE Accounts
Alternative Minimum Tax

Business entity choice

Cancellation of Debt

CARES Act Stimulus Payments

Checklist for hiring your minor child

Crowdfunding Tax Implications

Cryptocurrency

Dependent care options

Do You Owe the IRS?

Driving for Uber & Lyft

Energy Credits for Alternative Energy Equipment

Extensions

Fantasy Sports

Giving your RMD to Charity

Health Insurance Marketplace Fact Sheet

Health Reimbursement Arrangements

Home office basics

Household Employer Checklist

HSA basics

Identity Theft

Independent contractor vs. employee

Inherited IRA Choices

Opportunity Zone Investments

Paycheck Protection Program

Paying Your Taxes Online - IRS Direct Pay

Planning for the .9% Earned Income Surtax

Planning for the 3.8% Investment Surtax

Qualified Business Income (QBI) Deduction

Record Retention

Required Minimum Distributions

Roth Conversions

Roth IRAs for Children

Same-sex marriages

Saving for college options

Smartphone apps for tax recordkeeping

Solo 401(k) Plans

Tax benefits of having kids

Tax Consequences of Getting Married

Tax implications of divorce

Tax reform

Tax Scams FAQ

Withholding and Form W4

 

Getting Ready for the Upcoming Tax Season

 

Foreign Asset Worksheet

Income Tax Organizer Worksheet

Tax Essentials Newsletter

Tax Time Basics Organizer

Year End Tax Newsletter

Year-end 1040 checklist

 

Quarterly Newsletter

 

1040 News - Quarterly Tax News & Tips

 

Quarterly Newsletter - Back Issues

 

1040 News - Q1 2019

1040 News - Q1 2020

1040 News - Q2 2019

1040 News - Q2 2020

1040 News - Q3 2019

1040 News - Q3 2020

1040 News - Q4 2019

1040 News - Q4 2020

 

Taking Advantage of Your Tax Deductions

 

Clean Sweep Letter

Contribution Finder

Household Inventory for Casualty Losses

Medical Expense Checklist

Medical expense deductions

Noncash Contributions

Tax Deduction Finder

Tax Deduction Finder - For States Without Income Tax

Tax Tips for Graduates

Vehicle Donations

Volunteer Expense Trifold

Volunteer opportunities for families

Year-end Tax Tips

Year-round Tax Saving Tips

 

Tax Cuts & Jobs Act (the new tax laws)

 

Tax Cuts and Jobs Act Newsletter

 

Tax Information About the Affordable Care Act

 

Affordable Care Act Fact Sheet

How the Affordable Care Act Affects You

Obamacare and You

 

Tax Information for Business Owners

 

Accountable Plan Worksheet

Auto Expense Checkbook Keeper

Auto Record Mileage Trifold

Business Expense Checkbook Keeper

Business I&E Worksheet

Business losses

Business Mileage Worksheet

Business recordkeeping basics

Business Travel

Cost of Goods Sold

Individual Payroll (Horizontal)

New Business Guide (sole proprietor)

New Corporation Guide

New LLC Guide

Partnership year-end checklist

Product Inventory Worksheet for Tax Recordkeeping

Recordkeeping for business mileage

Schedule C Year-end Checklist

Small corporation year-end checklist

Year End Business Letter

Year End Corporation Letter

Year-end Business Compiler

 

Tax Information for Daycare Professionals

 

Day Care Worksheet

Household Inventory

 

Tax Information for Estates & Trusts

 

Estate and Trust Tax Organizer

 

Tax Information for Farmers

 

2-Page Farm Worksheet

4-Page Farm Worksheet

Farm Payroll

 

Tax Information for Gamblers

 

Gambling Checkbook Keeper

Recordkeeping for Casual Gamblers

Sessions Approach to Gambling Log

 

Tax Information for Landlords

 

Investment In Real Property

Rental property tax guide

Rental Worksheet

 

Tax Information in Spanish Language

 

Spanish Business I & E Worksheet

Spanish Income Tax Organizer Worksheet

Spanish Rental Worksheet

 

Tax Information Specific to Your Profession

 

Attorney

Clergy

Construction

Consultant

Cosmetologist

Educator

Food Establishments

House Cleaning/Janitorial

Landscaper/Gardener

Law Enforcement/Security

Massage/Body Work

Mechanics/Auto Body

Medical Professional

Multi-level Sales

Online Sales

Performing Artist

Real Estate Agent

Retail Sales

Sales Representative

Taxi Driver

Trucker

Visual Artist

Web Designer

Writers/Authors