Amended Return: Rules and Criteria for Filing Form 1040-X Safely
Filing Form 1040-X requires a calculated balance between capturing missed tax benefits and inviting increased IRS scrutiny of the original
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Tax Law / IRS
Worker Classification: Rules and Criteria for W-2 vs 1099 Status
Navigating the shift from independent contractor to employee status involves reconciling tax liabilities and satisfying the IRS’s multi-factor control tests.
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IRS Audit Documentation: Rules and Evidence Criteria for Substantiating Deductions
A comprehensive roadmap for gathering evidentiary support to substantiate reported income and deductible expenses during an IRS examination. An IRS
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CP2000 Notice: Response Rules and Supporting Document Evidence Criteria
The CP2000 notice marks the start of an automated dispute; missing the 30-day response window turns a proposal into a
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Prior-year unfiled returns: Rules, Sequencing Criteria and Evidence Flow for Validity
Strategic coordination of prior-year unfiled tax returns to minimize penalties and secure compliance through a logical submission sequence. Navigating the
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Filing jointly vs separately: Rules, Criteria and Evidence for Status Choice
Strategic comparison of Joint and Separate tax filings to navigate the 2026 OBBB Act provisions and minimize marital tax liability.
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Head of household: Rules, Disallowance Criteria and Evidence Flow for IRS Validity
Navigating the technical requirements for Head of Household status and mitigating the primary risk factors for IRS disallowance. In the
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Dependency claims: Rules, Tie-Breaker Criteria and Evidence Hierarchy for IRS Disputes
Navigating the IRS tie-breaker rules and the technical proof hierarchy required to resolve conflicting dependency claims. In the technical arena
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Earned income credit: Rules, Evidence Patterns and Flow for Audit Outcomes
Strategic navigation of Earned Income Credit audits through rigorous evidence patterns and evidence-based compliance standards. In the landscape of federal
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Child tax credit: Rules, Evidence and Flow to Resolve Verification Letters
Navigating IRS Child Tax Credit audits by identifying common documentation errors and strengthening proof of residency. In the administrative machinery
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