67 posts categorized "Year-end money moves" Feed

Wednesday, December 31, 2014

Tuesday, December 30, 2014

Monday, December 22, 2014

Friday, December 19, 2014

Monday, December 01, 2014

Monday, November 03, 2014

Friday, October 17, 2014

Tuesday, December 31, 2013

Wednesday, December 18, 2013

Tuesday, December 17, 2013

Daily Tax Tip

  • What to do if you don't get a W-2 --
    If you have a wage-paying job, you can't file your tax return without your W-2. So what do you do if your employer doesn't get you your annual wage statement? It's not ideal, but you can work around this missing tax document. (Jan. 30, 2015)

  • Tax Tip; click pencil for all tax tip links
  • Did you miss a daily tip posted above? No worries. They're collected
    in the 2015 Daily Tax Tips pages, one
    for each month of the filing season: January and, coming soon, February, March and April. And stay tuned for Weekly Tax Tips, coming after we survive the April 15 filing deadline!

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Counting Down to Tax Day

  • Tax filing day 2015 will be here before you know it, but our countdown clock to the 11:59 p.m. April 15 deadline will help make sure you don't miss it.

Time for Tax Tasks

  • monthly tax moves
  •   Welcome 2015!

     New Year baby; click image for 2015 calendar

    It's always a Happy New Tax Year when, as in 2014, there were no major tax changes. The bad news, however, is that most of us still must file a return by April 15. But we have 365 days to find ways to make sure that our 2015 tax bills are lower! So let's kick off this brand spanking new year with a month of tax filing, planning and saving tips.

    Jan. 1: Are you expecting to be in the tax bracket in 2015 as in 2014, or will you end up in a higher one? Find out now by comparing the income tax bracket numbers for both tax years. Remember, although it's 2015, you need to focus on the 2014 brackets in connection with that return that is due in by April. Then check the 2015 numbers to help you set up strategies that will keep this new year's tax bill as low as possible.

    Jan. 5: Did you adjust your income tax withholding toward the end of last year to make sure it more accurately reflected your 2014 tax bill? Give it another look now. You might need to submit another W-4 to your payroll office for this new tax year. The Internal Revenue Service's withholding calculator can help you arrive at the proper allowances amount.

    Jan. 6: Bankrate's annual Tax Guide debuts today. Check it out for daily tax tips, stories, calculators, videos and general tasty tax tidbits to get you through this filing season and beyond. And yes, I am the Tax Guide's contributing editor. But don't worry. I'm not neglecting Don't Mess With Taxes. My dual duties just mean I won't be sleeping very much until April 15!

    Jan. 12: Does your job include tips? If so and you received $20 in tips in December, use Form 4070 to report them today to your employer. And don't forget to include the value of atypical tips.

    Jan. 15: Do you receive income, both earned and unearned, such as capital gains distributions and qualified dividends paid by mutual funds late in the tax year, on which no taxes are withheld? Then you need to make estimated tax payments. The final 1040ES voucher for the 2014 tax year is due today. And mark your calendars: You start the estimated tax cycle anew for the 2015 tax year on April 15.

    Jan. 19: Many people spend Martin Luther King Day as a day of service. The time you volunteer today or with other charitable groups throughout the year isn't tax deductible, but some other costs associated with volunteering could help reduce your tax bill.

    Jan. 20: You know you're getting a refund and you can't wait. Good news! Even though Congress dawdled when it came to approving the tax extenders for the 2014 tax year, the IRS was able to adjust and start the 2015 filing season on time, which is today!

    IRS Free File; click image for details

    Even better news is that the IRS' Free File program also kicks off today.

    Jan. 26: Did you sell some stock in December to rebalance your portfolio and take advantage of tax losses? If you're considering buying more of that stock or a similar one, watch out for the wash sale rule.

    Jan. 30: Be on the lookout for all those tax statements -- W-2s, 1099s, and new this filing season the 1095-As for folks who got health insurance through the federal or a state marketplace -- that you'll need to fill out your tax return. They should be showing up in snail and email boxes about now. Double check them as soon as they arrive. Remember, the IRS gets copies, too, and if your tax return entries don't match the amounts on all those various, you'll have to do some unwanted tax explaining, not to mention very unwanted possible extra tax paying.

    Small Business Tax Calendar: Important filing, deposit and record keeping dates throughout the year that your company needs to know. You also can view the full year's important business tax dates in IRS Pub. 509.

State Tax Help

  • Don't forget your state taxes!
    Forty-three states and D.C. collect personal income taxes. But even if you live in of the seven states without an income levy, you still face other state (and local) taxes.

    State Tax Departments provides links to your state's Web page. The companion page, Tax Tidbits, is the compilation of blurbs about each state's tax laws. And for more state tax news, check out all our state tax bloggings.


0, 1, 2, 3, 4, 5, 6, 7, 8, 9 ...

  • Numbers

    Taxes are all about the numbers.
    Check out these (mostly) weekly
    By the Numbers figures.

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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.

I gotta tell ya ...

  • AKA Disclaimer:
    I am a professional journalist who has been covering tax issues since 1999.
    I am not a professional tax preparer.
    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 of any specific tax action(s) you should take. Similarly, mentions of products or services are not endorsements. In other words, my ramblings on the ol' blog are free advice and you know what they say about getting what you pay for. That's why when it comes to filing your taxes, I urge you to get additional, professional, paid-for guidance from an accountant, Enrolled Agent or other qualified tax professional who is familiar with your individual tax circumstances.

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