Episodes
This is the 2024 tax year, meaning you’ll file in 2025 on income you earned in 2024. Here’s what changed from last year for your taxes, starting with the standard deduction.
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Published 11/19/24
Before you do your taxes, here’s what you should have on hand—from your income forms to energy credits.
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Published 11/18/24
Did you make a profit reselling concert or sports tickets last year? Ticket-flipping can be taxed, depending upon the situation and how much money you made. Listen to "Reselling Concert or Event Tickets" and find out the facts!
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Published 04/23/24
Take a deeper dive in part 2 of our series "NIL and College" and learn about possible deductions, ways to lower your taxes, and how NIL income could impact needs-based college federal aid.
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Published 04/22/24
If you're a college athlete who received payments through NIL (Name, Image or Likeness) activites this year, you're probably wondering how this might affect your tax return. We've got the answers in part 1 of our series "NIL and College Athletes."
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Published 04/21/24
In part 2 of our series "Taxes on Dividends," we share how different types of dividends are taxed, any new tax changes for dividends earned in 2023, and finally, how to file.
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Published 04/20/24
Are you getting a dividend this year and wondering how it will be taxed? The first step is figuring out which kind of dividend you have! Find out the different types in part 1 of our series, "Taxes on Dividends."
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Published 04/19/24
Get out your calculators! We're sharing two different options to determine the percentage of your home used for business in part 3 of our series "The Home Office Deduction."
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Published 04/18/24
In part 2 of our series "The Home Office Deduction," learn the difference between the exclusive- and regular-use tests and how they can affect your return.
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Published 04/17/24
If you're an employee or a small business owner who works from home, will you get a tax break? Good question! Find out in part 1 of our series "The Home Office Deduction."
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Published 04/16/24
Get credit savvy and refund happy! In the final part of our series, “5 Hidden Ways to Boost Your Tax Refund,” we’re sharing the tax credits that could save you money.
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Published 04/15/24
Do you have an IRA or an HSA? Want to learn how timing can lower your taxable income? Listen to strategies in our series, “5 Hidden Ways to Boost Your Tax Refund,” and find out how being prepared can get you more money.
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Published 04/14/24
In part 2 of our series, “5 Hidden Ways to Boost Your Tax Refund,” we take a look at some commonly overlooked tax deductions — many that you may not even be aware of — that could have a significant impact on your refund!
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Published 04/13/24
In part 1 of our series, “5 Hidden Ways to Boost Your Tax Refund,” learn how rethinking your filing status could impact the size of your refund!
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Published 04/12/24
If you’re over 65-years-old or claimed as a dependent on someone else’s tax return, do you have to file a return yourself? Are there benefits to filing a tax return even if you don’t need to? Learn the facts in part 2 of our series, “Does Everyone Need to File an Income Tax Return?”
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Published 04/11/24
Not everyone needs to file an income tax return each year. Your income level or social security benefits may affect whether or not you need to file a tax return. And if you don’t, that takes a lot off your plate during tax time! Find out more in part 1 of our series, “Does Everyone Need to File an Income Tax Return?”
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Published 04/10/24
Did you file your taxes and then remember some income you didn’t include or a credit you could have qualified for? Don’t panic — the IRS created Form 1040X just for that reason! Listen to, “How to file an Amended Return with the IRS,” and learn how to amend your return with confidence!
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Published 04/09/24
Want to invest in yourself this year? The final idea in our series, “11 Fun Ways to Spend Your Tax Refund,” offers you a way to use your refund that will help you meet your fitness goals — and have fun in the process!
Published 04/08/24
All aboard the fun bus! We’re giving you some inspiration to take a trip or have an experience. In part 5 of our series, “11 Fun Ways to Spend Your Tax Refund,” you’ll be grabbing your bucket list for our 9th and 10th ideas.
Published 04/07/24
Want to do something for yourself with your refund check? Consider going back to school or funding a hobby! It’s our 7th and 8th ideas in part 4 of our series, “11 Fun Ways to Spend Your Tax Refund.”
Published 04/06/24
Make a difference with your tax refund money! That could either be in your house or in someone’s life. In part 3 of our series, “11 Fun Ways to Spend Your Tax Refund,” we have our 5th and 6th ideas.
Published 04/05/24
Cue the meditation music and grab a fluffy white robe. We’ll explain why you should head to the spa and take advantage of some tax time shopping deals, in part 2 of our series, “11 Fun Ways to Spend Your Tax Refund.” It’s time to relax with our 3rd and 4th ideas.
Published 04/04/24
Get a taste of luxury with your refund money! In part 1 of our series, “11 Fun Ways to Spend Your Tax Refund,” we have ways to treat yourself and others with our first 2 ideas.
Published 04/03/24
Are you wondering how soon after filing people get audited by the IRS? If you think it’s immediately, you need to listen to part 6 of our series, the “Top 5 Myths About Tax Audits.” Learn why you should keep your tax records around for at least 6 years.
Published 04/02/24