Tax Situations

A centralized directory of guides, FAQs, and explainers organized around common tax situations people run into throughout the year. Each section is designed to help you quickly identify relevant topics and explore them on your own terms.

Your tax needs can change depending on your work, education, investments, or major life events. Explore the guides below to find tax rules, filing tips, and resources that fit your situation.

First-Time Filers

Filing taxes for the first time? Visit our First-Time Filers hub for filing checklists, required documents, and guidance on getting started.

Students

From education credits to student loan interest, our Students hub helps you understand how school, work, and education expenses can affect your taxes.

Self-Employed

If you freelance, work as an independent contractor, or earn income from a side gig, explore our Self-Employed hub for guidance on reporting income, deductions, and estimated taxes.

Own a Business

Running a business comes with unique tax responsibilities, so visit our Own a Business hub for help with business deductions, tax planning, and filing requirements.

Bought or Sold Crypto

If you bought, sold, traded, or earned cryptocurrency, explore our Bought or Sold Crypto hub to learn about taxable transactions, capital gains, and reporting requirements.

Bought or Sold Stocks

Buying or selling stocks can affect your tax return, so visit our Bought or Sold Stocks hub to learn about capital gains, losses, and investment tax reporting.

Military

Active-duty service members, veterans, and military families can explore our Military hub for guidance on military pay, special tax rules, and filing extensions.

Bankruptcy

If you have filed for bankruptcy, visit our Bankruptcy hub to understand how bankruptcy may affect your tax debts, refunds, and filing obligations.