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How To Keep Your Sanity And Survive Tax Season

How To Keep Your Sanity And Survive Tax Season

Update: 2025-03-25

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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

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How To Keep Your Sanity And Survive Tax Season

How To Keep Your Sanity And Survive Tax Season