IRS Form 5558 – Extension Guide for the 5500 Series and Form 8955-SSA
13 mins
Managing employee benefit plans comes with strict reporting deadlines, and missing them can lead to costly IRS…
13 mins
IRS Form 8973: A Complete Guide for Employers and Agents
10 mins
Tax compliance can be complex, especially when it involves the delegation of payroll tax responsibilities. The IRS…
IRS Form 2678: Employer/Payer Appointment of Agent – Complete Guide
11 mins
Managing payroll taxes and compliance with IRS requirements can be overwhelming, especially for employers with complex workforce…
IRS Form 1099-CAP: A Complete Guide for Reporting Changes in Corporate Control and Capital Structure
10 mins
When corporations undergo major structural changes such as mergers, acquisitions, or significant capital restructuring, the IRS requires…
IRS Form 1099-H: A Complete Guide for Taxpayers and Filers
12 mins
Introduction The U.S. tax system includes a wide range of informational returns designed to help the IRS…
Understanding IRS Form 1099: A Complete Guide
12 mins
Form 1099 is one of the most widely used information returns in the U.S. tax system. If…
IRS Form W-2G Gambling Winnings Guide: Complete Filing, Reporting, and Tax Rules
14 mins
Winning big at the casino, racetrack, lottery, or even a charity raffle can be thrilling. But when…
Form 1099-SA: Complete Guide to Reporting HSA, MSA, and Medicare Advantage Distributions
15 mins
If you’ve ever withdrawn money from a Health Savings Account (HSA), Archer Medical Savings Account (MSA), or…
IRS Form 1099-QA: Complete Guide to Reporting ABLE Account Distributions
16 mins
For individuals with disabilities and their families, managing savings while maintaining eligibility for critical federal benefits can…
IRS Form 1099-Q: Complete Guide for Reporting Qualified Education Program Distributions
14 mins
Education savings accounts and 529 plans can be powerful tools for paying tuition and other qualified education…