State Education and Renters’ Credits That Can Boost Your Refund

3 weeks ago

While most taxpayers focus on federal credits and deductions when preparing their tax returns, many overlook valuable state-level education and…

State and Local Taxes (SALT) Deduction Limits: What Every Taxpayer Should Know

3 weeks ago

The State and Local Tax (SALT) deduction is a valuable tax benefit that allows taxpayers to deduct certain taxes paid…

SSA-1099 – Social Security Benefits: Reporting, Taxation, and Refund Implications

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The SSA-1099 is a critical tax document issued by the Social Security Administration (SSA) to individuals who have received Social…

Should You File Taxes Yourself or Hire a CPA?

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Each year, millions of Americans face the same question: should I file my taxes myself or hire a Certified Public…

Should You Contribute to a Traditional or Roth IRA for a Refund?

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When looking for ways to reduce your tax bill or boost your refund, contributing to an Individual Retirement Account (IRA)…

Short-Term vs. Long-Term Capital Gains Tax Rates: What Every Taxpayer Should Know

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Capital gains taxes are a critical component of investment returns and overall financial planning. Understanding the difference between short-term and…

Self-Employment Tax Deduction: What It Is and How to Use It

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Self-employment brings with it the freedom of being your own boss, but it also introduces a different tax landscape. One…

Self-Employed Retirement Plans: SEP IRA and Solo 401(k) Tax Benefits

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For self-employed individuals, saving for retirement requires proactive planning. Without access to employer-sponsored 401(k) plans, freelancers, independent contractors, and small…

Schedule SE: Calculating Self-Employment Tax with Form 1040

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Self-employment can be financially rewarding, but it also comes with additional tax responsibilities. One key obligation is the self-employment tax,…

Schedule SE (Form 1040) – Self-Employment Tax: A Complete Guide

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If you earn income from self-employment, freelance work, or as an independent contractor, you're likely responsible for paying self-employment (SE)…

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