Filing Your 2026 Taxes Cheatsheet
Walks through the new 2026 tax brackets, standard deduction, and key deadlines for the return you'll file next year.
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Access our complete collection of fast, visual reference guides and cheat sheets.
1031 Like-Kind Exchange Cheatsheet
How to defer capital gains on real estate by rolling proceeds into a new property under Section 1031.
Alternative Minimum Tax (AMT) Cheatsheet
When the AMT applies, which deductions it disallows, and strategies for high-income filers to minimize exposure.
Crypto Tax Basics Cheatsheet
How the IRS treats crypto as property: taxable events, cost basis tracking, and reporting requirements.
Depreciation Basics Cheatsheet
Straight-line vs accelerated depreciation, Section 179, and bonus depreciation for business owners.
Estate Planning and Taxes Cheatsheet
Estate tax thresholds, step-up in basis, trusts, and the strategies that reduce estate tax exposure.
Foreign Income Tax Rules Cheatsheet
Tax rules for US expats and remote workers: the Foreign Earned Income Exclusion vs the Foreign Tax Credit.
Gift Tax Rules Cheatsheet
Annual exclusion, lifetime exemption, gift splitting, and what counts as a taxable gift.
Surviving an IRS Audit Cheatsheet
Audit triggers, types of audits, how to respond, and what documents to gather if you're selected.
Medicare Costs and IRMAA Cheatsheet
How income-related Medicare surcharges work, the IRMAA brackets, and planning strategies to stay below thresholds.
Net Investment Income Tax (NIIT) Cheatsheet
The 3.8% surtax on investment income for high earners — what it applies to and strategies to minimize it.
Retirement Account Tax Rules Cheatsheet
Traditional vs Roth tax treatment, contribution limits, RMDs, and early withdrawal penalties for retirement accounts.
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