tax season 2024

Form 3922 ESPP transfer reporting (basis, W-2, holding period)

Have you recently participated in an Employee Stock Purchase Plan (ESPP) and found yourself puzzled about how to handle Form 3922 for tax reporting? You're not alone—understanding the nuances of ESPP transfer reporting, including determining you…

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Form 5329 penalty exceptions guide (codes, waivers, filing)

Ever found yourself puzzled over unexpected IRS penalties related to retirement accounts? You're not alone—many taxpayers encounter Form 5329 and worry about costly penalties without knowing there are exceptions and waivers available. Navigating…

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