Special Situations
Investments, retirement income, notices and state-level questions that do not fit neatly elsewhere.
General information only — not tax, legal or financial advice. Verify current figures at IRS.gov. Full disclaimer.
Capital Gains Tax Rates: Short-Term vs. Long-Term (2025)
Federal capital gains tax rates for 2025: short-term vs long-term, 0%/15%/20% thresholds, net investment income tax, home sale exclusion and how to report gains.
Get the answerIs Social Security Taxable? How Much of Your Benefits Are Taxed
When Social Security benefits are taxable on your federal return: the combined income thresholds, the 50% and 85% rules, how to calculate, and which states tax benefits.
Get the answerStates With No Income Tax: Which Ones, and What You Pay Instead
The nine states with no broad wage income tax: Alaska, Florida, Nevada, New Hampshire, South Dakota, Tennessee, Texas, Washington and Wyoming, plus what they tax instead.
Get the answerIRS Audits and Notices: What to Know and How to Respond
IRS audit basics: how audits start, common triggers, types (mail, office, field), your rights, statute of limitations and how to respond to a notice. Not tax advice.
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Other topics
General information only — not tax, legal or financial advice. Tax figures change every year; verify the current numbers at IRS.gov or with a qualified professional. Read the full disclaimer.