Last week at my other tax blog (2011, 2012)

I've been associated with the personal finance website Bankrate.com since 1999. That was the year the hubby and I moved to South Florida and serendipitously I found a job at a place that was (1) close to our home and (2) got me back to my journalism roots.

I helped launch the site's tax channel. It was great fun being part of a new endeavor, especially one focused on my professional writing passion.

When we left the Sunshine State in 2005 to return home to Texas, I started Don't Mess With Taxes so I could continue to write regularly about taxes.

But I also kept writing for Bankrate. And when I got the chance to blog for that website, too, I jumped at it.

In May 2011, I decided to formalize that connection. I instituted the new feature "last week at my other tax blog."

This page will keep track of those posts that go up here each Saturday, or Sunday's if I'm having a good weekend!

Dec. 29, 2012: Washington 20515
Dec. 22, 2012: Fiscal cliff plans proposed, disposed and Superstorm Sandy relief proposals
Dec. 15, 2012: Tax identity theft and AMT watch
Dec. 8, 2012: IRS seizes Lindsay Lohan accounts and IRS bumps up mileage deduction rates
Dec. 1, 2012: Tax connections between consumer spending, tax rates & Powerball winnings
Nov. 24, 2012: Employee/contractor misclassification and fiscal cliff fears
Nov. 18, 2012: Superstorm Sandy charity scams; Occupy Wall Street's debt forgiveness project
Nov. 13, 2012: Superstorm Sandy tax considerations; California cities' soda tax falls flat
Nov. 3, 2012: Disasters, natural and financial
Oct. 27, 2012: Sorting through costly tax breaks and CEO fiscal cliff recommendations
Oct. 21, 2012: Rumbles over tax plans; inflation adjusments for 2013 retirement limits
Oct. 13, 2012: Tax debts on credit reports and tax cheats getting tax rewards
Oct. 7, 2012: Fiscal cliff costs and debate yada yada
Sept. 29, 2012: Disregarded tax deductions, nonpaying taxpayers and Mitt Romney
Sept. 22, 2012: Low taxes; No taxes
Sept. 15, 2012: FICA on severance pay; Estimated tax deadline
Sept. 8, 2012: Employee business expense deductions; Organ donation tax breaks
Sept. 1, 2012: CEO pay & corporate taxes; Home-sale tax rumor
Aug. 26, 2012: Tax the wealthy; Romney's tax deduction plans
Aug. 18, 2012: Ignoring Ryan's tax plan; IRS help with FAFSA
Aug. 11, 2012: Massachusetts 2012 tax holiday; EFTPS phishing tax scam reappears
Aug. 4, 2012: Olympic medalist tax break; Romney's audit issues
July 29, 2012: Trillions in global offshore accounts; Forgoing difficult tax breaks
July 21, 2012: Amazon taxes expanding; Mitt Romney's tax secrets
July 14, 2012: Presidential tax plan; Hot wealther's cool tax breaks
July 7, 2012: TomKat divorce, taxes; Stormy tax holiday
June 30, 2012: High- vs. no-tax states; High court health care tax
June 23, 2012: Early property tax payment issues; Few hit if tax rates rise
June 16, 2012: Lauryn Hill's IRS issues; Oregon's $2.1 million fraudulent refund
June 9, 2012: Cigarette tax hikes; Proposed FSA changes
June 3, 2012: State tax collectors going to extremes; Wealthy escape IRS tax bills
May 25, 2012: Taxes vs. healthy eating; Property tax appeals deadlines
May 19, 2012: Facebook expatriation taxes times two
May 12, 2012: Facebook IPO taxes; adoption tax credit ending
May 6, 2012: Ex-NFL players charged in tax scam; Tax expatriate movement growing
April 28, 2012: Amending returns; Passport tax possibility
April 21, 2012: Tax Day freebies; 3 Tax Day tips; Disaster filing/tax relief
April 14, 2012: Buffett Rule push; Tax Day driving dangers; State taxes due, too
April 7, 2012: States betting on gambling revenue; Most tax-organized cities
March 31, 2012: Cost of tax procrastination; Foreclosure tax relief
March 25, 2012: GOP budget; Avoiding tax on canceled debt
March 17, 2012: Report all your income; Tax break for helping an adult child
March 10, 2012: GOP presidential hopefuls tax plans; IRS expands Fresh Start initiative
March 3, 2012: Tax rates for the rich; Kanye's foundation problems
Feb. 25, 2012: Romney's tie to tax shelter; Refund locator problems
Feb. 18, 2012: Payroll tax cut extended; Santorum tax returns
Feb. 11, 2012: Foreign account reporting; E-file fears grow
Feb. 4, 2012: NY Giants property taxes; Frequent flier tax confusion; Facebook IPO and taxes
Jan. 28, 2012: Romney's tax lesson (marginal/effective rates) and aggressive filing; Anti-fraud program delays refunds
Jan. 21, 2012: Free File and the economy; Capital gains tax rate
Jan 14, 2012: Auditing the rich; Watch out for tax scams
Jan. 7, 2012: Tax refund loan cousins; April 17 deadline
Dec. 31,2011: Year-end tax moves; Rich don't pay enough taxes
Dec. 24, 2011: Payroll tax cut extension takes 1, 2 and 3
Dec. 17, 2011: IRA charity rollover almost over; Anti-Congress sentiment grows
Dec. 10, 2011: FSA over spending; Big companies avoid state taxes
Dec. 3, 2011: Employee or contractor; Undeliverable refunds
Nov. 26, 2011: Roth taxes; Congress' year-end tasks
Nov. 19, 2011: Withholding considerations for couples
Nov. 12, 2011: Christmas tree taxes; Higher inlfation, higher taxes?
Nov. 5, 2011: Failing education credits; Big business tax breaks
Oct. 29, 2011: Robin Hood tax advocates; IRS budget troubles
Oct. 22, 2011: North Dakota property taxes to be axed and Flurry of flat taxes
Oct. 15, 2011: Beware tax scams and Be leery of 9-9-9 tax plan
Oct. 8, 2011: Reporting undocumented income and Fat tax rationale
Oct. 1, 2011: FSAs ignored and IRS payment plan problems
Sept. 24, 2011: Innocent tax spouses and Obama tax plan
Sept. 18, 2011: Tax deduction reductions and Estimated tax deadline
Sept. 10, 2011: More disaster tax assistance and Clergy's housing break
Sept. 3, 2011: CEO pay bests IRS payments and Disaster deductions
Aug. 27, 2011: Educational tax breaks, Everybody avoids taxes and Disclosing foreign accounts
Aug. 20, 2011: Energy efficient mortgages, Gas tax fight (or not) and Final summer tax holidays
Aug. 13, 2011: Congressional downgrades, Amazon taxes (or not) in California and more tax holidays
Aug. 6, 2011: Airline ticket tax refunds on, then off, and Tax holidays
July 23, 2011: Mississippi tax holiday and tax pro regs redux
July 16, 2011: Homebuyer refunds still on hold and Offshore tax havens under fire
July 9, 2011: Housing tax break costs and Minnesota's budget crisis
July 23, 2011: Homowner tax credit worthlessness and Stock options tax costs
July 16, 2011: Homebuyer refunds still on hold and Offshore tax trickery under fire
July 9, 2011: Housing tax break costs and Minnesota's budget crisis
July 2, 2011: Mileage rates hiked and Some IRS employees not filing their taxes
June 25, 2011: Taxpayer pays for tax pro error and Banks sued for state/county foreclosure taxes
June 18, 2011: Charities lose IRS OK and No tax for high earners
June 11, 2011: Tax cuts turn 10 and Employer payroll
tax break?
June 4, 2011: What 401(k)s cost Uncle Sam and
Adoptive parents wait on tax refunds
May 28, 2011: Sales tax holidays and Gas excise taxes
May 21, 2011: Refund tracking and Auditing the rich
May 14, 2011: Worst tax season ever and U.S. vs.
global taxes
May 7, 2011: Who gets taxed how much and States
vs. Amazon

Remember, you can see them when they go live at my Bankrate Taxes Blog, usually each Tuesday and Thursday.

You also can check out what happened on my other tax blog in 2013 and 2014.

You also can find links to the most recent Bankrate posts (and the RSS feed) in the right column of the ol' blog.

Also over there is a link to my original Bankrate tax blog, Eye on the IRS, as well as a link to Don't Mess With Taxes posts in which I reference my other tax blog(s).

Thanks for reading, here and there!

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Today's Tax Tip

4 September tax moves — Sept. 1 marked the arrival of Meteorological Fall, but it's still pretty darn hot across much of the United States. As we await the crisp chill of autumn, here are four cool tax moves to make this month. (Sept. 3, 2024)
The 2024 Tax Tips offer ways to file your annual return, along with post-filing advice, important tax news and, of course, ways to cut your current tax year bill. You'll find the monthly assemblages on their own respective pages: January, February, March, April, May, June, July, August, September, October, November and December. Remember, tax tasks and tips don't stop after you file your annual return!

All About Kay

OK, some about Kay

Kay Bell — Native Texan
(the blog title totally makes sense now, right?). Professional journalist. Tax geek.
LinkTree

My Other Accounts

Tick ... Tick ... Tick

Tax Season 2024 continues!

We made it. Tax Day 2024 is finally over. For most of us. An estimated 19 million taxpayers got an extension to file their 2023 tax year return. That's fine.
In fact, the Internal Revenue Service appreciates some of us spreading out our filings. It gives the agency time to process the surge of returns
that came in on April 15.

But enough about Uncle Sam's tax collector and its issues. The focus now is on all y'all who filed for extensions, giving you another six months to complete your return. Let's get started on meeting that new Oct. 15 deadline. It will be here before you know it.

The monthly tips and reminders a little further down this column can help you finish up your Form 1040. There also will be tax tidbits each month that make sure you meet other tax deadlines. And, of course, you'll find advice on ways to cut your still adding up 2024 tax bill.

Finally, keep an eye on the countdown clock below. It will help you track yet more days tick, tick, ticking off toward that absolutely final fall filing due date.
Note: I'm in the Central Time Zone, so adjust accordingly for where you live.

Time for Tax Tasks

🍁 Hello 🍁 September 🍁
🍂 Fall 🍂 is 🍂 here! 🍂

OK, fall’s not here yet, at least not here in Texas according to still quite-warm temperatures. But forecasters say cooler weather — like highs in the 80s; yes, everything, especially weather, is relative — is on its way, and that meteorological promise gives up hope.

via GIPHY

As we get ready for the promised bit of chill, September also is a great month to make some cool tax moves, like those listed below. So, grab a sweater (or not yet), and let's go!
Sept. 1: Today is Meteorological Fall, the three months from Sept. 1 through Nov. 30 when days get shorter and cooler, but not cold. It's also the start of the annual National Preparedness Month. This year’s theme is “Start a Conversation,” since it's important to talk with your loved ones about potential emergencies. It's also critical to be prepared, as the Atlantic and Gulf of Mexico hurricane season usually peaks in September.

We’ve already had three tropical systems do enough damage to prompt Federal Emergency Management Agency (FEMA) major disaster declarations. The 2024 tropical storm season’s second named storm, Hurricane Beryl, landed as “just” a category 1 on the Texas coast, but still took 38 souls and left Lone Star State residents facing an estimated $30 billion in damages.

Hurricane Debby made two U.S. landfalls, in the Big Bend area of Florida and then again in South Carolina before moving up the Eastern Seaboard, producing disaster declarations all the way up to Vermont. Tropical Storm Ernesto, followed, slamming the U.S. territories of Puerto Rico and the U.S. Virgin Islands, as well as spawning deadly rip tides along East Coast beaches as the storm moved toward Bermuda.

And, coinciding with Meteorological Fall, we’ve still got three months of the 2024 hurricane season to go!

That has coastal residents on edge, since Uncle Sam's official forecasters at the National Oceanic and Atmospheric Administration (NOAA) Climate Prediction Center say we could get 17 to 25 total named storms, which are those with winds of 39 mph or higher. Of those, eight to 13 are forecast to become hurricanes, meaning winds of 74 mph or higher. Four to seven becoming major hurricanes; that’s category 3, 4 or 5, with winds of 111 mph or higher.

Regardless of the count, it only takes one to wreck your world. If you haven’t already, get ready for not just tropical systems, but whatever dangerous weather that’s common where you live. The countdown clock above can help you keep track of how many more days you have to worry about tracking any size or type of tropical storms. You also might want to check out the ol' blog's special Storm Warnings collection of special pages with posts offer tax advice on preparing for, recovering from, and helping those who sustain damages from the many ways that that weather goes wild.

Sept. 2: Happy Labor Day! This annual celebration of workers' contributions is a federal holiday and day off for many.

When you get back to work after this three day holiday, take a few minutes to check the federal tax amount that’s coming out of your paychecks. If you need to adjust your withholding so that you have the most accurate amount of taxes withheld, now is the time to do that. Submitting a new W-4 early this month will mean any changes are spread over the last four months of the year, making any impact less noticeable.

Sept. 3: If you live in Auglaize, Crawford, Darke, Delaware, Hancock, Licking, Logan, Mercer, Miami, Richland, or Union counties in Ohio, today is your Tax Day. The Internal Revenue Service granted individual and businesses in those counties tax relief since they were declared major disaster areas following a tornado outbreak in March.

Sept. 10: Do you work 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 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 August 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.

Sept. 16: Today is the deadline to pay your third installment of estimated taxes. This tax is due on income that’s not subject to withholding, such as investment earnings or contract work. Most estimated tax filers make the payments four times a year. The September payment is for such earnings received in June, July, and August. It’s usually on the 15th, but since that was Sunday, the deadline is pushed to the next business day — today!

Sept. 23: Sept. 22: The Autumnal Equinox arrives today at 8:44 a.m. Eastern Daylight Time in the Northern Hemisphere, marking the first day of Fall for all us who don't follow the meteorological fall calendar. Adjust for your time zone, since the equinox occurs at the same moment worldwide. It's also a go-to day to think about home maintenance that will help you weather the coming colder weather. The Inflation Relief Act includes extension of older and addition of new energy-related tax breaks, including some for residential energy improvements.

Sept. 30: Wow! Where did September go? That’s a good question to ask if you got an extension to file your 2023 tax return earlier this year. The last day of this ninth month means that your absolutely final Oct. 15 due day is another month closer. So you might want to get to work on that Form 1040 now. The easiest way to do do is to use tax software and electronically file.

If your adjusted gross income is $79,000 or less, you should check into Free File, the no-cost online tax preparation and electronic filing program offered by the IRS and its Free File Alliance partners. It’s open through the Oct. 15 extension deadline. This year, eight tax software companies offer programs to qualifying taxpayers.

Note that the Free File $79,000 or less income threshold applies to all filing statuses. If your income is too high, you still can file for free by using Free File's Free Forms option.

Small Business Tax Calendar: Important filing, deposit and record keeping dates throughout the year that your company needs to know. You can get more tax calendar information at the IRS' online calendar page and view the full year's important business and individual 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.

Tax Forms

Thanks to our increased use of tax preparers and computer software, many of us don't see our tax forms until we sign and file them. But knowing what's on these documents, either in paper or digital form, and why the IRS wants it is key to understanding our tax system. And knowledge definitely is power, especially when it comes to tax savings. Find this valuable information in the ol' blog's special Tax Forms 2024 page.

What are you looking for?

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Look for it on bookstore shelves
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You can read more
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Kay Bell helps you build
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A collection of Kay Bell stories
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Tax Reading Room
You also might enjoy these other tax tips from some of my tax-writing colleagues:
J.K. Lasser 2024 Taxes
Taxes for Dummies 2024
Tax Savvy for Small Business

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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 interpretation and opinion based on my study and understanding of tax laws, policies, and regulations. It is provided for your private, noncommercial, educational, and informational purposes only. While I work to ensure each post's accuracy, the items are not recommendations of any specific tax action(s) you should or should not take. Similarly, mentions of commercial tax products or services are not endorsements.

In other words, my ramblings on the ol' tax blog are free advice, and you know what they say about getting what you pay for. That's why when it is time for you to file your own taxes, I urge you to get additional, professional, paid-for guidance from an accountant, Enrolled Agent, or other reputable, qualified tax preparer who is familiar with your individual tax circumstances.

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is a registered trademark
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All content on this site is
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COVID-19 & Taxes

Coronavirus has wreaked havoc
on the 2020 and 2021 tax seasons.
These five Coronavirus (COVID-19) and Taxes pages have details:
March-July 2020
August-December 2020
January-December 2021
January-December 2022
…and so it continues into 2023
…and, alas, into 2024
You can find medical coronavirus resource links in the next section.

COVID-19 Resources

Need help finding a coronavirus vaccine in the United States?
Call 1-800-232-0233
or TTY 1-888-720-7489.
More information and resources at:
CDC Vaccines
CDC Booster Shots
HHS Combat COVID
USA.Gov COVID Info

September 2024

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Photo by Kay Bell
...............................................

Tell it to the Hill

While it's easy to rail at the IRS, for the most part we can thank — or blame — Congress and the White House for our tax laws. So if you have an issue with tax legislation or want a tax bill passed, you need to let your federal legislators and the White House occupant know of your concerns. You can find out who in Washington, D.C., to contact (and how), as well as get information on your local lawmakers for matters, tax or otherwise, closer to home, at USA Gov.

Don't Mess With Taxes

Translating taxes into money-saving English