How To Keep Your Sanity And Survive Tax Season

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Forbes Tax Breaks

Forbes

13 episodes

6 months ago

Paying taxes is painful, but hearing about them shouldn't have to be. Welcome to Tax Breaks, our weekly podcast full of tax tips, need-to-know deadlines and the latest tax-related news.

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Paying taxes is painful, but hearing about them shouldn't have to be. Welcome to Tax Breaks, our weekly podcast full of tax tips, need-to-know deadlines and the latest tax-related news.

How To Keep Your Sanity And Survive Tax Season

Forbes Tax Breaks

16 minutes 40 seconds

7 months ago

How To Keep Your Sanity And Survive Tax Season

In this week's episode of Tax Breaks, form 1099-K reporting, changes at Social Security, scammers and unemployment benefits, filing for an extension, borrowing and making distributions from retirement plans, tax trivia, tax filing deadlines and more. SHOW NOTES: Tax Filing Season Stats: https://www.forbes.com/sites/kellyphillipserb/2025/03/17/with-a-month-to-go-irs-tax-season-filing-data-continues-to-show-little-signs-of-life/ Filing For Extension: https://www.forbes.com/sites/kellyphillipserb/2025/03/17/not-ready-to-file-your-tax-return-file-for-an-extension/ FBAR: https://www.forbes.com/sites/virginialatorrejeker/2025/03/21/fbar-due-date-triggers-and-key-compliance-rules-for-us-taxpayers/ Social Security: https://www.forbes.com/sites/kellyphillipserb/2025/03/21/social-security-will-grab-tax-refunds-and-use-100-benefit-withholding-to-recover-overpayments/ Unemployment benefits: https://www.forbes.com/sites/kellyphillipserb/2025/03/20/unemployment-benefits-can-raise-tax-questions-and-attract-scammers/ WalletHub survey: https://wallethub.com/blog/tax-survey/20056 Rashelle Isip website: https://www.theorderexpert.com/ Time management during tax season: https://www.forbes.com/sites/kellyphillipserb/2025/03/21/how-to-schedule-time-for-tax-prep-keep-your-sanity-and-survive-tax-season/ Form 1099-K IRS web page: https://www.irs.gov/businesses/understanding-your-form-1099-k Retirement Distributions: https://www.forbes.com/sites/dereksaul/2025/03/19/forbes-recession-tracker-economists-warn-trump-could-be-author-of-a-deep-recession/ Tax refund story: https://www.forbes.com/sites/robertwood/2025/03/17/irs-releases-and-debunks-five-tax-myths-about-getting-your-tax-refund/ Mail Carrier story: https://www.forbes.com/sites/kellyphillipserb/2025/03/19/former-postal-worker-stole-more-than-16-million-in-checks-including-tax-refunds/ Link to Tingle Table image: https://www.loc.gov/item/2017646288 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.