Instructions for Form 8949, Sales and Other Dispositions of Capital Assets
Correcting reported basis and sale reporting.
Open ResourceFinanceMythBusters Library
Primary Source
Publication 15-T, Federal Income Tax Withholding Methods — 2026
Supplemental wage withholding methods.
Open ResourcePublication 525, Taxable and Nontaxable Income
Taxable compensation and restricted property context.
Open ResourcePublication 5992, Equity (Stock)-Based Compensation Audit Technique Guide
RSU and equity-compensation mechanics.
Open ResourceRetirement Plans FAQs on Designated Roth Accounts
Supports distinction between designated Roth elective deferrals and voluntary after-tax contributions.
Open Resource2026 Social Security Changes / Cost-of-Living Adjustment
Supports 2026 COLA, maximum benefit at full retirement age, average retired-worker benefit and taxable maximum.
Open ResourceCOLA Increases for Dollar Limitations on Benefits and Contributions
Supports indexed retirement-plan limits and compensation-limit context.
Open ResourceRetirement Topics: 401(k) and Profit-Sharing Plan Contribution Limits
Supports distinction between elective deferral and annual additions limits and treatment of employer contributions.
Open ResourceRetirement Topics: Catch-Up Contributions
Supports catch-up mechanics and plan-dependent availability.
Open Resource