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Plain-language, source-cited tax guides — filing deadlines, deductions, credits, self-employment, and more. Informational only; for your situation, find a vetted pro in our directory.
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- United StatesWhat to Bring to a Tax Preparer AppointmentThe records a preparer needs at a first appointment, the ones taxpayers most often forget, and the life events worth raising unprompted.Read guide
- United StatesGift Tax Basics: When Form 709 Is RequiredThe donor pays, and rarely owes. How the annual and lifetime exclusions interact, and why Form 709 matters most when no tax is due.Read guide
- United StatesTax Identity Theft and the IRS IP PIN ExplainedHow a stolen Social Security number becomes a fraudulent refund claim, what an IP PIN does to stop it, and who can now opt in.Read guide
- DeductionsThe Home Office Deduction, ExplainedWho qualifies for the home office deduction, the simplified vs regular method, and the exclusive-use test for self-employed filers.Read guide
- Filing StatusTax Filing Status, ExplainedThe five federal filing statuses and how each one affects your standard deduction, tax brackets, and credits.Read guide
- Choosing A ProHow to Verify a Tax Preparer's CredentialsConfirm a paid preparer's IRS PTIN, search the IRS directory, and verify a CPA, enrolled agent, or attorney before you hire them.Read guide
