Tax Guides & Resources
Comprehensive tax guides covering brackets, deductions, credits, and filing strategies. Expert information for the 2025 tax year.
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1031 Exchange Guide 2025 & 2026 — Like-Kind Rules & Deadlines · Form 1099-DA: What Crypto Investors Need to Know · 1099-NEC Threshold 2026: $2,000, Not $600 — MISC Exceptions · 15-Year MACRS Guide — Land Improvements & QIP (2026) · 2027 Tax Brackets Tracker — Projected Rates & Standard Deduction · 2027 401(k) & IRA Limits — 401(k) Calculated at $25,500 · 529 State Tax Deductions & Credits: 2026 Guide · 529-to-Roth Rollover Guide (2025 & 2026) — SECURE 2.0 §126 · 2026 ACA Subsidy Cliff: PTC, Repayment Trap & MAGI Strategy · 2027 ACA Subsidy Status: The 400% Cliff Is Back · 2026 Adoption Credit: $17,670 with $5,120 Refundable | Taxly · How to Amend a Tax Return (Form 1040-X) — Do You Even Need To? · 2026 AMT Changes: $500K/$1M Phase-Out Reset & 50% Rate | Taxly · IRS Audit Defense Guide (2025 & 2026) — Triggers & Response · The Augusta Rule (IRS §280A): Tax-Free Rental Income Up to 14 Days · Backdoor & Mega Backdoor Roth 2026 — Complete Guide + Pro-Rata Rule · California Bonus Tax 2025 & 2026: 10.23% Supplemental Rate · Capital Gains Tax Rates 2025 vs 2026: Brackets, 0% Zone & What Changed · Car Loan Interest Deduction Guide 2025 & 2026 — OBBB Auto · Child & Dependent Care 2026 — FSA vs Credit After OBBB · Child Tax Credit Refund Dates 2025 — 2026 Timing Estimates | Taxly · Got a CP14 Notice? What It Means and Exactly What to Do (2026) · Depreciation Recapture Guide 2025 & 2026 — Section 1250 Tax · Disaster Casualty Loss 2026 — State-Declared Disasters Now Qualify · Divorce and Taxes: Filing Status, the Kids, the House, the 401(k) · Education Tax Credits Guide (2026): AOTC vs Lifetime Learning · 2026 Estate & Gift Tax Guide: $15M Exclusion + $19K Annual | Taxly · Estate & Inheritance Tax by State: 2026 Thresholds · Estimated Tax Safe Harbor Guide 2026 · Excess Roth IRA Contribution: How to Fix It (2026 Guide) · FAFSA and Your Taxes (2027-28): Which Year Counts + New 529 Rules · Tax Filing Strategies (2025 & 2026) — Maximize Refund · Final Tax Return for Someone Who Died (2026 Guide) · 2026 Foreign Earned Income Exclusion: $132,900 Limit | Taxly · Form 1040 Citizenship Question 2026 — What the Draft Form Asks · Tax Form Guides 2026 — W-2, W-9, W-4, 1099, K-1 & More · Gambling Losses 90% Cap (2026) — Phantom Income Explained · Home Office Deduction (2025 & 2026) — Simplified vs Actual · Homeowner Tax Deductions Guide (2025 & 2026) · 2026 HSA Unlock: Bronze & Catastrophic Plans Now Qualify · HSA Eligibility 2026: Bronze, DPC & Telehealth · 2027 HSA Limits: Family Cap Reaches $9,000 · Inherited IRA 10-Year Rule (2026) — Annual RMDs & Year-10 Deadline · IRS Automatic Penalty Relief (AEP): FTA Is Being Replaced · IRS Interest Rate Tracker — Live Quarterly Underpayment Rate · IRS Mileage Rate 2026: 72.5¢ Then 76¢ Explained · IRS Mileage Rate 2027: Not Yet Announced (Tracker) · IRS Payment Plan Guide (2026) — New Fees, §6651(h) Rate Cut · IRS Transcript Codes Decoder: 570, 846, 971 & More · Standard Deduction vs. Itemizing in 2026 — the $40,400 SALT Cap Test · Job-Change Tax Guide (2025 & 2026) — Excess SS, 401(k), W-4 · Live in One State, Work in Another — 2026 Tax Guide · MAGI Cheat Sheet: The Seven Definitions That Decide Your Taxes · 2026 Medicare IRMAA Brackets — Guide & SSA-44 Appeals · 2027 Medicare Part B Premium & IRMAA Tracker · Missouri Amendment 5 Rejected: What It Means for Taxpayers · Moving to Another State: The Tax Rules Nobody Tells You · Nanny Tax Guide (2025 & 2026) — Schedule H, FICA, FUTA · State Tips & Overtime Conformity Tracker (2026) · Which Tipped Jobs Qualify — Full IRS Occupation List (2025 & 2026) · OBBB Tax Deductions Hub (2025–2028) — Tips, OT, Cars, Seniors · OBBB vs Traditional Tax Rules (2025–2028) — What Changed · Opportunity Zones 2.0 in 2026: Timing a Gain for 2027 · No Tax on Overtime Guide 2025 & 2026 — OBBB Deduction Explained · §45S Paid Family Leave Credit: IRS Notice 2026-28 Explained · Passive Activity Loss Rules Guide 2025 & 2026 — PAL & REP Status · Pay (Almost) No Tax on Rental Income — 9 Legal Strategies for 2026 · Property Taxes by State (2026): 50-State Ranking + Median Bills · 2026 PTET SALT Workaround Guide — Did OBBB Kill It? (No.) · QBI Deduction 2025/2026 — Section 199A Guide & Limits · QSBS §1202 Guide (Post-OBBB) — Tiered Exclusion, $15M Cap, No AMT · QCD Guide (2025 & 2026) — Age 70½, RMDs and IRMAA · Quarterly Estimated Tax 2026 — Deadlines & Safe Harbor · 1% Remittance Tax 2026: Who Actually Pays · Rental Depreciation Guide 2025 & 2026 — MACRS Rules Explained · Rental Property Loss Limits 2026 | $25K Allowance, REPS, STR Loophole · Rental Property Tax Guide 2025 & 2026 — Landlord Tax Benefits · Rental Property Tax Hub (2025 & 2026) — Landlord Resource · OBBB W-2 Reporting: 2025 Pay Stubs vs 2026 Box 12 Codes TT, TP, TA · Required Minimum Distributions: 2026 RMD Rules & Table · 2026 401(k) & IRA Contribution Limits (Notice 2025-67) · How Every State Taxes Retirement Income in 2026 · Should I Do a Roth Conversion in 2026? | Taxly · Roth IRA 5-Year Rules — The Two Clocks, Ordering, and the 59½ Quadrant · SALT Tax Deduction 2025/2026 — $40,000 / $40,400 Cap (OBBB) · Saver's Match: The Saver's Credit Replacement · How to Claim OBBB Deductions (Schedule 1-A) — 2025 Filing Guide · How to Fill Out Form 1040 Schedule 1 (2025): Line-by-Line Guide · Schedule E Complete Guide 2025 & 2026 — Rental Income & Expenses · Self-Employment Tax Guide (2025 & 2026) — SE Tax & Deductions · Selling an Inherited House — Taxes, Basis, and §1014 Step-Up · Senior Tax Deduction Guide (2025 & 2026) — $6,000 OBBB 65+ · The Short-Term Rental Loophole: How Hosts Legally Slash Taxes in 2026 · 2027 Social Security COLA: 3.6% Official · Is Social Security Taxable? Combined Income Rules and Thresholds · 2027 Social Security Wage Base Tracker · Solo 401(k) Guide (2025 & 2026) — Limits and SEP vs Solo · Standard Deduction 2026 — Amounts by Filing Status (IRS) · State Child Tax Credits by State: 2026 Guide · State EITC by State: 2026 Rates & Refundability · State Income Tax Changes Effective January 1, 2027 · Which States Tax Social Security in 2026? All 50 + D.C. · State Income Tax Guide (2025 & 2026) — Compare All 50 States · Student Loan Taxes 2026 — ARPA Expired, Insolvency Escape · Are the $2,000 Tariff Rebate Checks Real? Live Status Tracker · US Income Tax Brackets 2026 — Federal Rates by Filing Status · Tax Extension October 15 Deadline (2026) — What to Do Now · Tax-Free Weekends 2026: Every State's Sales Tax Holiday & Dates · Tax-Loss Harvesting Guide (2025 & 2026) — Wash Sale Rules · Tax Refund Schedule — When Your 2026 Refund Arrives in 2027 · 2025 Tax Refund Timing Archive — 2026 Filing Season · Teen Taxes & Summer Jobs (2025 & 2026) — Filing, Kiddie Tax, 1099 Trap · No Tax on Tips Guide 2025 & 2026 — OBBB Tips Deduction Explained · 2026 Transit & Parking Benefits: $340/mo Pre-Tax Limit | Taxly · Trump Accounts 2026 — How to Claim the $1,000 Seed · Venmo, PayPal & Cash App: 2026 1099-K Tax Rules · Where Is Overtime on My W-2? (2025 Guide) · Where's My State Refund? All 50 States + DC · 2026 Withholding Checkup: Form W-4 After OBBB · 2026 Year-End & Mid-Year Tax Planning Guide