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Form 8962 Instructions to Claim the Premium Tax Credit (PTC)
So premium tax credit is not like premium gas. Well, that's a relief. IRS Form 8962, also known as the Premium Tax Credit form, is…
The Healthy Way to Fill out the 8889 Tax Form for HSAs
With great tax benefits from HSAs come great tax forms, like the 8889 tax form. Tax benefits abound when you use pretax dollars when paying…
Reporting Sales, Capital Gains and Capital Losses With Form 8949
Think of this sheet as your score card for playing Monopoly, but with real money. When it comes to reporting sales, capital gains, and capital…
Declare Your Assets on Form 8938: What Are Specified Foreign Financial Assets and How They’re Taxed
Form 8938 is how IRS agents stop Bond villains: "Sir, you have an undisclosed villa. With a shark pool. What's the fair market value of…
It’s Not a Sequel: Form 8865, Return of U.S. Persons to With Respect to Certain Foreign Partnerships
This form is the worst James Bond movie title, but it describes so many Bond movie plots. If you're reaching for this form, you're about…
Form 8824: What Are Like-Kind Exchanges and How Do You Report 1031 Exchanges on Your Tax Return?
You can't trade houses tax-free in Monopoly, but you can in real life! Meet Form 8824. If you've ever engaged in a 1031 exchange, it's…
Self Employed? Take Advantage of These Tax Savings Strategies for Business Owners
As if running a business isn't hard enough! Let's make taxes a little easier. Are you self-employed? As a business owner or independent contractor, it’s…
Earn Extra Credit with Form 8863! Claim Your American Opportunity and Lifetime Learning Tax Credits
Earning extra credit hits different when you're talking to the IRS. You might be thinking about academic credit hours and how to finish the academic…
