Learn about a variety of tax filing statuses and which ones can help meet your unique needs.
☑ Filing Status Options
☑ Tax System Understanding
☑ Improved Tax Outcome
✎ Learn The Facts: The IRS considers your marital status as of the last day of the tax year. This means if you get married on December 31st, you can file as Married Filing Jointly or Married Filing Separately for the entire year, regardless of how long you were married.
Up Next in Finance Fundamentals
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5 Min Basic Tax Forms
Learn about the various types of tax forms and which ones will suit your needs.
☑ Tax Form Awareness
☑ Tax System Understanding
☑ Tax Season Support✎ Learn The Facts: There are around 15-20 common tax forms for individuals. However, the exact number can depend on each individual's unique finan...
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5 Min Standard Deduction Vs. Itemized...
Learn about types of tax deductions and how they can impact your tax returns.
☑ Tax Deduction Fundamentals
☑ Improved Tax Filing
☑ Tax System Awareness✎ Learn The Facts: Some common situations in which itemizing can be more beneficial include: if you have experienced both significant gambling ...
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5 Min Taxable Income Vs. Nontaxable I...
Gain an understanding of various types of income, and whether or not they are taxable.
☑ Boosted Financial Planning
☑ Accurate Tax Filing
☑ Improved Tax Savings✎ Learn The Facts: Taxes on gifts are typically the responsibility of the giver, not the recipient. If someone gives a financial gift ...
