My Photo

Keep Uncle Sam cranky!

  • It's no wonder Uncle Sam is not very happy here. His vault is empty.
    Don't Mess With Taxes aims to keep him cranky by providing tax and personal finance tips and advice that will put more money in your bank account, not the government treasury.

Great Googly Moogly!

July 2009

Sun Mon Tue Wed Thu Fri Sat
      1 2 3 4
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31  

Tax Calendar

  • April 15 has come and gone, but millions now have until Oct. 15 to file their 2008 returns. And millions more have 2009 tax planning to do.
  • There are plenty of year-round tax dates to keep track of, as well as lots of tax-saving moves you can make between Jan. 1 and Dec. 31.
    Find them here each month.


    monthly tax moves
  • July 1: You're halfway through the year. Now's the perfect time to make some midyear tax moves that could cut your 2009 IRS bill. If your life has changed significantly since the beginning of the year, adjust your withholding to more accurately reflect your new life, and tax, situation. Just give your employer a new W-4.

    July 4: Happy Independence Day! Celebrate your independence from future tax hassles. Hire a tax professional now to help get your tax life in shape while there's still plenty of time to plan.

    July 10: Does your job include tips? If so and you received $20 in tips in June, use Form 4070 to report them today to your employer.

    July 17: Are your kids at day camp while you work? You might be able to use that expense to claim the child and dependent care credit to cover some of the costs.

    July 21: It's been summer for month. How's your air conditioner holding up? If you need a new one, make sure it's energy efficient; that way on your 2009 tax return you can claim a tax credit for 30 percent of the cost, up to $1,500. Other energy-saving home improvements also qualify. Get the details at EnergyStar.gov.

    July 31: If you kids are older and working summer jobs, make sure they understand their tax responsibilities. You also can help your youngster get a nest egg head start by helping him or her open a Roth IRA with some of those summer earnings.

    Small Business Tax Calendar -- July: Important filing, deposit and record keeping dates your company needs to know.

Carnival of Taxes

Tax Terms

  • Earned income -- It's just like it sounds: Compensation you receive from work, including wages, salaries, commissions, tips and self-employment endeavors. Learn more...
  • Unearned income -- Money that is not gained by work or delivery of a service or product. It's most well-known source is from investments. Learn more...
  • Tax rates/brackets -- The U.S. tax system is a progressive one, in which the greater the earnings, the higher the tax rate. Learn more...
  • See these and other tax terms
    in the perpetually updated
    Tax Glossary.

Cool tax quotes

  • The income tax has made
    more liars out of the American people than golf has.

    -- Will Rogers, humorist
  • I'm proud to pay taxes in the United States; the only thing is,
    I could be just as proud for half the money.
    -- Arthur Godfrey, comedian
  • Intaxication: Euphoria at getting a refund from the IRS, which lasts until you realize it was your money to start with. -- Author unknown, from a Washington Post word contest
  • "Internal Revenue Service: The world's most successful mail order business.” -- Bob Goddard, writer
  • "If you are truly serious about preparing your child for the future, don't teach him to subtract. Teach him to deduct." -- Fran Lebowitz, writer
  • "The United States has a system of taxation by confession." -- Hugo Black, Supreme Court Justice

But wait! There's more!

  • If you'd like to view more than
    the posts shown on this page, Arrow_right click here to go to the Don't Mess With Taxes archives page. There you can browse earlier blog items by the month they were posted or by their category.

What are you looking for?

  • Looking for something in particular? If you know the general topic, you can click on it in the "Categories" section that follows. Or you can enter specific keywords in the box below for a Lijit search of
    Don't Mess With Taxes.

I gotta tell ya ...

  • AKA Disclaimer:
    The content on Don't Mess With Taxes is my personal opinion based on my study and understanding of tax laws, policies and regulations. It’s provided for your private, noncommercial, educational and informational purposes only. It’s not a recommendation or endorsement of any company or product. I strongly suggest that when it comes to filing your taxes, you get additional, professional, paid-for guidance from your accountant and other financial advisers who are familiar with your individual circumstances. In other words, don't blame me!

©©©©©

Reading room

Andertoons


  • DAILY CARTOON click to enlarge
    ANDERTOONS.COM OFFICE CARTOONS

Rocking Around Austin!

Dept. of N-yah, N-yah!

« Tax relief from 8.25% | Main | A little bit of tax help for PMI payments »

Sunday, December 10, 2006

Doing the tax TAP dance

Just a quick note this morning, as I'm about to get on a plane and I have to finish packing.

Tap_logo_2 I'm heading to Washington, D.C., for five days. A tiny bit of it will be personal (looking forward to our dinner tonight, Maxine!). But most of my time will be filled with learning the ropes of the Taxpayer Advocacy Panel.

The Taxpayer Advocacy Panel or TAP (ahhh, it's good to be heading back to the nation's capital, home of the acronym and jargon!) is a group of volunteers tasked (see, jargon) with helping the IRS identify ways to improve customer service and satisfaction.

Quit laughing! It is possible and I'm proud to be a part of the effort.

I applied for this panel a few years ago, but didn't make the cut. Then, being nothing if not persistent, back in April I again submitted my name for consideration. This time, Uncle Sam really wants me!

I'm happy to say that obviously when I hinted at this opportunity back in July (Book me, Danno), I didn't jinx my chances.

I'm also happy to say that all those letters (well-written and thoughtful, despite the asinine actions that prompted them) that I sent to various presidents over the years (most recently to 41 and 43) apparently didn't show up in my background check.

Over the next few days, I'll be learning more about TAP, meeting my colleagues from around the United States and finding out exactly what is expected of panel members. I suspect much of our job will be dry and procedural and not that interesting to most folks, even those of you who care enough about our tax system to regularly visit Don't Mess With Taxes.

But when I can, or am even encouraged by TAP officials, to share our work, you guys will definitely read about it here.

And finally, I have to point out one other thing. The Taxpayer Advocacy Panel is a federal advisory committee established under the authority of the Department of the Treasury.

So to all you tax protesters out there who, whenever I encourage folks to pay (but not overpay) their IRS bills, accuse me of being a "tool of the government," I guess now, at least in part, you're officially right about something!

TrackBack

TrackBack URL for this entry:
http://www.typepad.com/services/trackback/6a00d8345157c669e200d834637bf769e2

Listed below are links to weblogs that reference Doing the tax TAP dance:

» TAX BLOGGER ON TAXPAYER ADVOCACY PANEL from Roth & Company, P.C.
Kay Bell, proprietor of the Don't Mess With Taxes blog, is on the IRS Taxpayer Advocacy Panel. Cool.... [Read More]

Comments

Is there a movement to stop the fed's from changing the tax code so we will not be able to claim as much deduction for giving to our church.

If, this cannot be stoped then recall elections should be called for against all US Senators.

I just got our federal income tax return and found that it is slightly over $1,000 more than the amount that I arrived at back in April when I did my taxes. I used TurboTax to do my taxes, so I'm surprised to get a check that differs in the amount. I have tried valiently to find someone at the IRS to talk with about this, but can't get a phone number that leads to a live person, despite the www.irs.gov site's claim that they have live help abailable. Any suggestions as to what I should do? Can you email me with your answer? Thanks.

I was so distraught to find out that I wouldn't be enjoyiny my 2006 tax refund. On top of that they want me to send in information showing that my children are really mine. It sucks that the economy is so screwed up and then they want to take people refund checks. That we finally waited to catch up on bills and then they take them. I have never been so horrified to be an American, why even try to suceed. When the pres. has set us up to fail.

Congratulations Kay! I applied a couple of years ago and didn't make it past the interview so I am very impressed. You will be awesome.

Congratulations, Kay! I think you'll do an excellent job.

Verify your Comment

Previewing your Comment

This is only a preview. Your comment has not yet been posted.

Working...
Your comment could not be posted. Error type:
Your comment has been saved. Comments are moderated and will not appear until approved by the author. Post another comment

The letters and numbers you entered did not match the image. Please try again.

As a final step before posting your comment, enter the letters and numbers you see in the image below. This prevents automated programs from posting comments.

Having trouble reading this image? View an alternate.

Working...

Post a comment

Comments are moderated, and will not appear until the author has approved them.

Buy My Book!

  • Got tax geek friends? My new book, "The Truth About Paying Fewer Taxes," is the perfect gift.

    Got friends who simply want to make sure they don't overpay the IRS? "The Truth About Paying Fewer Taxes" is perfect for them (or you!), too.

    Look for it now on bookstore shelves or order from Amazon and Barnes & Noble.


  • TruthAboutTaxes

  • Also check out my AmazonConnect Author's Blog.

Staying in touch
Web 2.0 style

Kay's tweeting about ...

    follow me on Twitter

    Subscribe: by e-mail,
    RSS feed or both!

    Horn tootin'

    Forbes.com Business & Finance Blog Network

    More PF Blogs

    Politics Plus

    Et Cetera

    Blog powered by TypePad
    Member since 11/2005

    Keeping count

    • eXTReMe Tracker

    Where in the World?