March 1: March is the last full month of the tax-filing season, so that's a good reason to come at our taxes in the month's proverbial "in like a lion" mode. The first thing to attack like the feline king is the gathering of all the tax statements you'll need to fill out your 2024 return. This includes the paper ones that you stuck in a drawer when they arrived last month. Find them now, as well as download those that are delivered that way.
March 5: Official tax statements aren't the only things you'll need to help you file. Other documents have information that's relevant to your tax return. So are the answers to some basic life questions. This tax checklist can help guide you as you work on your return. And don't forget about your previous tax return. That prior tax year filing is a good template, especially if your tax life hasn't changed that much.
March 9: How are you feeling today? If you're like me, a bit tired after losing an hour of sleep earlier this morning when we shifted to Daylight Saving Time.

I know you have plenty of fun things to spend the added late-day natural daylight on, but you might want to also work on your tax returns. Yes, plural. In addition to federal returns, most Americans live in states, or the District of Columbia, that also collect personal income tax. The good news is that tax software usually includes state filing, too. If you need to file state taxes separately, most states offer free online state tax filing options.
March 10: If your job is as a server at a restaurant or at any other establishment where gratuities from customers are part of your compensation, I hope you get all the tips you deserve for doing your job well. Remember, though, that those tips are taxable income.

Whether you're dining at your favorite eatery or getting food, groceries and/or prepared meals, delivered to your home, if a tip isn't included on your restaurant or delivery bill, click the image above to calculate how much to tip the person who brought it to you.
And if you got at least $20 in gratuities in February for your extraordinary services as a food server or hair stylist or parking valet or whatever job where tipping is common, you must report that amount by today. Use Form 4070 to let your employer know the total tips you took in last month.
March 17: Erin Go Bragh and Happy St. Patrick's Day!
via GIPHYEnjoy this day, but don't trust lucky charms to get you through tax filing season. Double check your 1040 to ensure you haven't overlooked any tax breaks or made any common filing mistakes.
March 20: Spring has sprung!

That means it's time for spring cleaning. Your gifts won't help with your current tax return, but they could pay off next year as charitable donation deductions if you itemize.
March 25: If you have a tax-deferred retirement account, such as a traditional IRA or workplace regular 401(k), and are a septuagenarian, you could be facing a required minimum distribution (RMD) due date in just more than a week. If you turned 73 last year and didn't take your initial RMD by Dec. 31, you must do so by April 1. Note that your RMD deferment last year means you'll face another RMD at the end of this year, so start planning now on how you're going to deal with the 2025 taxes on two mandatory withdrawal amounts.
March 31: This is it. March is over, which for taxes means you best shed your out like a lamb attitude and get to work on your Form 1040. The IRS recommends we file electronically, which will speed up processing of returns and issuance of any refunds. And millions of taxpayers can do their taxes and e-file for free.
First, there’s the IRS-Free File Alliance partnership, which again offers no-cost online tax preparation and electronic filing to taxpayers whose adjusted gross income (AGI) is $84,000 or less, regardless of filing status at the official IRS.gov Free File website. The same eight software companies that participated last year are back for the 2025 filing season.

If your income is too high, you still can file for free by using Free File's Fillable Forms option.
You also might want to check out IRS Direct File, the IRS’ own free online tax prep and e-filing program if you live in one of the 25 states where the free online tax preparation and e-filing is offered. In addition, Direct File offers more options that apply to more taxpayers’ situations this year.
Small Business Tax Calendar: Important filing, deposit and record keeping dates throughout the year that your company needs to know. The IRS is updating the online version. Until that link is operational, you can get the full year's important business and individual tax dates in IRS Pub. 509.
"But the compact of living in a society requires that sometimes we get things (and elected officials) we don't want. Here's to the day we can all afford our own private islands! ;-)"
LOL - I totally agree!
Posted by: Amy | Wednesday, October 06, 2010 at 06:21 PM
"And I'm very leery of, actually frightened by, people who make up their minds and never listen to the other side. Things change. Circumstances change. Needs change. People change. Being able to listen to differing opinions is crucial to being flexible when change needs to be made. "
I totally agree. However, I have met people who actively solicit a diversity of opinions but then disregard them completely if they don't match their own. In other words, they have all the appearance of open mindedness, think of themselves as such, but the reality is they've made up their mind long before you've met them. They are looking only for a confirmation of their opinions from others.
And truthfully, those situations were by far the worst I've been in a work situation. I've been subtly punished for the "wrong" answer (by my freely stating my opinion) and then alternately made responsible when I didn't speak up after figuring out the score. (It's an "open" environment after all.) It would not completely shock me to find out that perhaps Obama runs his office that way and it's the reason he's having a hard time keeping staff.
In fairness, I have never met Bush or Obama. All have is 3rd hand reports about them, which always tell me more about the person writing or speaking than it does about the object being written or spoken about.
I do know that Bush was the media's devil of the last 8 years for not being "open". However, I noticed his turn over was very low and he did manage to attract a fair amount of minority help, especially in Condoleezza Rice. He may not have been "open", but it may have set a consistent set of rules that reasonably competent people were willing to work under.
On the other hand, Obama has been hailed for his openness but he doesn't seem to generate any deep loyalty on a personal level from his staff. He also doesn't waiver much from standard Democratic or economic thinking and seems to offer few really alternative ideas.
Again, it's important to say that without spending time with them personally, on their staff, it's really pretty much impossible for me to judge. I'm just throwing out the other side to the mass thinking of both gentlemen, perhaps making both of them people who put their pants on one leg at a time. ;)
Posted by: Amy | Wednesday, October 06, 2010 at 06:19 PM
As for the services we don't want, welcome to living in a society. We don't all need or want the same things at the same time, but we or someone we know or are related to might. If not now, perhaps one day. Life has a funny way of deciding things for us that way. I wish I could direct my taxes to go only for certain things; many of them likely would not be services you want or need. But the compact of living in a society requires that sometimes we get things (and elected officials) we don't want. Here's to the day we can all afford our own private islands! ;-)
Posted by: Kay | Tuesday, October 05, 2010 at 09:37 PM
Amy, maybe it's the reporter in me, but I like seeing all sides of an issue. No change once, doesn't mean no change ever. And I'm very leery of, actually frightened by, people who make up their minds and never listen to the other side. Things change. Circumstances change. Needs change. People change. Being able to listen to differing opinions is crucial to being flexible when change needs to be made. Kay
Posted by: Kay | Tuesday, October 05, 2010 at 09:34 PM
"One thing I like about Obama is the fact that he likes to keep a devil's advocate or two around. Even if he isn't persuaded by their points of view, he at least gets them."
Sounds disingenuous to me. What's the point of hearing alternatives if you are never persuaded to act on them? Surround yourself with "yes" men and get at the point. At least everyone knows the score in that situation. ;)
"Also, the prez noted that to cover the cost of keeping the low tax rates for the wealthy could mean fewer government services enjoyed by middle- and lower-income taxpayers."
What if we don't want the services? Hmmm... ;)
Posted by: Amy | Tuesday, October 05, 2010 at 07:30 PM