Frequently Asked Questions About Taxes

• 1099-MISC Filing Requirements
• 401(k) Withdrawals
• ABLE Accounts
• Affordable Care Act Fact Sheet
• Alternative Minimum Tax
• Business entity choice
• Cancellation of Debt
• Checklist for hiring your minor child
• Crowdfunding Tax Implications
• Dependent care options
• Do You Owe the IRS?
• Driving for Uber & Lyft
• 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
• 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
• Tax benefits of having kids
• Tax Consequences of Getting Married
• Tax implications of divorce
• Tax reform
• Tax Scams FAQ
• Year-round Tax Saving Tips

Getting Ready for the Upcoming Tax Season

• 2023 Income Tax Organizer Worksheet
• 2023 Tax Essentials Newsletter
• 2023 Year End Tax Newsletter
• Clean Sweep Letter
• Estate and Trust Tax Organizer
• Foreign Asset Worksheet
• Tax Time Basics Organizer
• Year-end 1040 checklist

New! Tax Cuts & Jobs Act (the new tax bill)

• Tax Cuts and Jobs Act Newsletter

Quarterly Newsletter

• 1040 News – Quarterly Tax News & Tips

Quarterly Newsletter – Back Issues

• 1040 News – Q4 2018

Taking Advantage of Your Tax Deductions

• 2023 Tax Deduction Finder
• Contribution Finder
• Household Inventory for Casualty Losses
• Medical Expense Checklist
• Medical expense deductions
• Noncash Contributions
• Tax Deduction Finder – For States Not Conforming to Federal Changes
• Tax Deduction Finder – For States Without Income Tax
• Vehicle Donations
• Volunteer Expense Trifold
• Volunteer opportunities for families

Tax Information About the Affordable Care Act

• Health Insurance Checklist
• 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

• Day Care Worksheet
• Household Inventory

• 2-Page Farm Worksheet
• 4-Page Farm Worksheet
• Farm Payroll

• Gambling Checkbook Keeper
• Recordleeping for Casual Gamblers
• Sessions Approach to Gambling Log

• Investment In Real Property
• Rental property tax guide
• Rental Worksheet

• Spanish Business I & E Worksheet
• Spanish Income Tax Organizer Worksheet
• Spanish Rental Worksheet

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• Consultant
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• 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