September 2023

Introduction: A Rewarding Relationship Investing can be a rewarding venture, not just for the returns but also for the dividends that come your way. But with dividends comes the responsibility of reporting them accurately to Uncle Sam. Enter Form 1099-DIV. Let’s unravel this form and its role in your tax story. What’s the 1099-DIV All About? Simply put, Form 1099-DIV is the IRS’s way of keeping track of the dividends and distributions you’ve received over […]

Introduction: The Heartbeat of Your Tax Return The world of taxes is filled with acronyms, but few are as central as AGI. If you’ve ever felt like you’re swimming in a sea of numbers when tax season rolls around, the AGI calculator is your life raft. Let’s set sail into the deep waters of AGI and its significance. What is AGI? Adjusted Gross Income, or AGI, is the foundation upon which your tax return is