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State Tax Refund Taxable? How to Report Prior-Year Refunds in 2025

State Tax Refund Taxable? How to Report Prior-Year Refunds in 2025

ARUN KP
05/13/2026

A taxpayer reviews Form 1099-G and prior-year deductions to see whether a state refund is taxable. If you got a...

Selling Inherited Property in 2025: Step-Up in Basis and Capital Gains

Selling Inherited Property in 2025: Step-Up in Basis and Capital Gains

ARUN KP
05/13/2026

An heir reviews basis documents before selling inherited property. If you inherit property and sell it in 2025, the biggest...

Form 709 Gift Tax Return: Who Must File and What Counts as a Gift in 2025

Form 709 Gift Tax Return: Who Must File and What Counts as a Gift in 2025

ARUN KP
05/13/2026

A family reviews Form 709 and gift tax records at a home office desk. If you made gifts in 2025...

Form 1310: Claiming a Refund for a Deceased Taxpayer in Tax Year 2025

Form 1310: Claiming a Refund for a Deceased Taxpayer in Tax Year 2025

ARUN KP
05/13/2026

A surviving spouse or executor reviews Form 1310 and a deceased taxpayer’s final return. If you are a surviving spouse...

Deceased Taxpayer Final Return: Who Files and What Happens to Refunds

Deceased Taxpayer Final Return: Who Files and What Happens to Refunds

ARUN KP
05/13/2026

A surviving spouse and executor review a deceased taxpayer’s final return and refund paperwork. If you are handling a 2025...

IRS Math Error Notice: What CP11, CP12, and CP16 Mean for Your 2025 Tax Return

IRS Math Error Notice: What CP11, CP12, and CP16 Mean for Your 2025 Tax Return

ARUN KP
05/13/2026

A taxpayer reviews an IRS math error notice and compares it with a filed return. If the IRS changed your...

IRS Transcript Guide: How to Read Account and Wage & Income Transcripts

IRS Transcript Guide: How to Read Account and Wage & Income Transcripts

ARUN KP
05/13/2026

A taxpayer reviews IRS transcript details on a laptop while checking refund and income information. If you are waiting on...

E-Filed Return Rejected? How to Fix AGI, IP PIN, and Identity Errors for 2025 Returns

E-Filed Return Rejected? How to Fix AGI, IP PIN, and Identity Errors for 2025 Returns

ARUN KP
05/13/2026

A taxpayer reviews an e-file rejection notice and prepares to fix an AGI or IP PIN error. If your 2025...

Innocent Spouse Relief: When One Spouse’s Tax Debt Is Not Yours

Innocent Spouse Relief: When One Spouse’s Tax Debt Is Not Yours

ARUN KP
05/13/2026

A married couple reviews tax documents and a notice while sorting out an innocent spouse relief issue. For tax year...

Injured Spouse Relief for 2025 Returns: How to Protect Your Refund

Injured Spouse Relief for 2025 Returns: How to Protect Your Refund

ARUN KP
05/13/2026

A married couple reviews tax forms and a refund notice while organizing documents for injured spouse relief. If you filed...

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