1099-DA forms, exchange reporting, catch-up filing, S corporation math, and the tax changes that affect your return. Written by the people who prepare them.
If your Form 1099-DA shows $0 or a blank in the cost basis box, the broker is not saying you paid nothing. Here is how to find the basis and report it correctly.
Scammers time their emails to Celsius bankruptcy distributions. The five tells that separate real notices from phishing, what to do if you clicked, and why the record matters at tax time.
The sequence for filing several years of missed returns, what the IRS already knows, how many years to file, and the situations where an attorney should lead.
A worked example of the self-employment tax savings from an S corporation election, the costs that offset it, and the profit level where it usually starts to pay.
Loss harvesting, lot selection, staking income timing, estimated payments, and record clean-up: the crypto tax decisions that only work before year end.
If you are a U.S. person with an interest in a foreign partnership, you might be staring at your tax requirements with a sense of confusion.
If you hold financial assets outside the U.S., you might feel a spike of anxiety when tax season rolls around.
If you have any interests in a foreign estate or trust, or you receive a foreign gift, then you may need to complete IRS information return 3520.
Do you own part of a foreign corporation, or have overseas business interests? Then you may be required to file IRS Form 5471.
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