Tax Basics & Filing Decisions
Single vs. Married Filing Jointly vs. Head of Household
Compare single, married filing jointly, and head of household rules. Check marital status, home costs, dependents, and calculator limits.
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Guides about US tax basics, filing choices, income, deductions, refunds, estimated payments, and the facts behind a planning estimate.
Tax Basics & Filing Decisions
Filing Status and Dependents: How the Tax Rules Differ
Which filing status and dependent facts change the federal estimate?（informational/planning intent）
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Why Refund or Balance Due Differs From Total Tax?
A refund or balance due equals total tax minus payments and refundable credits. See how withholding, credits, and amended returns change it.
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Uneven Income and Annualized Estimated Tax Explained
How the annualized income installment method (Form 2210, Schedule AI) handles uneven income, withholding timing, and estimated tax.
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How much of 1099 income should be set aside, and what rate should a freelancer quote?
Estimate how much 1099 income to set aside for self-employment and income tax, then convert a take-home goal into an hourly freelance rate.
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