Tools & Forms
The Right Way to Use Form 8962 to Claim the Premium Tax Credit
What is Form 8962? Form 8962 is an essential document for those who have received advance payments of the premium tax credit during the year…
Your Opportunity to Explore Education Credits from Form 8863
Form 8863 is an Internal Revenue Service form used to figure and claim education credits. These credits are based on qualified education expenses paid to…
Know Before You File: The 1099 Reporting Requirements for Business Owners
The Internal Revenue Service (IRS) requires all businesses to report certain payment transactions on the Form 1099 series on their tax returns. The 1099 reporting…
The Ins and Outs of IRS Form 1099-MISC, the Income Catch-All Form
A comprehensive overview of the 1099-MISC form. Form 1099-MISC is a tax form used by the Internal Revenue Service (IRS) to report miscellaneous payments made…
Paypal, Square, Venmo, Etsy, and Other Third-Party Networks May Show up on Your 1099-K Tax Form
Purpose of the 1099-K Form The 1099-K form is a tax form used by the Internal Revenue Service (IRS) to track and report payment transactions…
The Real Estate Investor’s Savvy Guide to IRS Form 1099-S
Real estate investing has some real tax implications. This one is an eye opener! Form 1099-S is a document used to report certain real estate…
Investments Come and Go, but Form 8949 Remains a Crucial Part of Your Tax Returns
Here's another one for the books: Form 8949 Form 8949 is for reporting capital gains and losses from the sale of assets. This includes both…
How to Make Sure You Get All Your Stimulus Money, Using Form 6475
Well, this could be a fun letter to get! Form 6475 is an important document for taxpayers who have invested in renewable energy systems. The…
