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I try to add tax blog articles weekly on tax topics that may be interesting to you. Please browse. If there is a topic you would like to see here or would like to more information on, please contact me.

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My Tax Blog

April 25, 2026   |   2025 Taxes, IRS, Refund, Refund Status, Refunds...
Help! the IRS Won’t Mail My Paper Check Refund. . .

  First, don’t panic.  Second, don’t blame the IRS.  The IRS has been ordered to convert to electronic payments.   How to respond to the Notice requesting bank information?  There are two choices: Wait or Set up an Online IRS Taxpayer Account. WAITING: If Taxpayers don’t respond to the IRS Refund “No Bank Info on File” … Help! the IRS Won’t Mail My Paper Check Refund. . .

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December 11, 2025   |   2025 Taxes, 2026 Taxes, Form 1040, IRS, Legislation...
2025 Tips/Overtime Deduction “Cliff Notes” From Tax Newsletter with Updates

Tips/Overtime—IRS Notice 2025-69 2 2025-2028 Tax Years Tips: Must work in industry where Tipping is routine (e. g. Hair care) AND IRS specifies industry qualifies for Tip Deduction. Hyperlink lists industries and code numbers.  Tip is voluntary. Not subject to negotiation. Not “expected” or an arbitrary charge on customer bill. No additional service required for … 2025 Tips/Overtime Deduction “Cliff Notes” From Tax Newsletter with Updates

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December 13, 2024   |   2020 Tax Year, 2021 Tax Season, 2022 tax year, 2023 tax year, 2024...
Tax Scams–Don’t Believe Everything You Hear. . .

Scams: Fake Charities. To verify Charity legitimacy or tax donation deductibility, check the IRS Charity Database at https://www.irs.gov/charities-non-profits/tax-exempt-organization-search Fake IRS bills/telephone calls. a. IRS contacts by MAIL. To check IRS bill legitimacy, log on to your IRS account or call their office (800-829-1040). IRS does not call and threaten people. Hang up! b. Ohio Taxation … Tax Scams–Don’t Believe Everything You Hear. . .

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January 13, 2024   |   2023 tax year, Capital Gains, Form 1040, IRS, Mileage...
2023/2024 Facts and Figures

ledger sheet with multiple columns

From the  2023 Annual Tax Newsletter. . . . FACTS & FIGURES,  Tax Year                                                        2023             2024 Social Security COLA                     … 2023/2024 Facts and Figures

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January 13, 2024   |   2023 tax year, Form 1040, IRS...
Tax Season Cometh

calculator and notepad hand with pen is writing on notepad

IRS will be accepting individual returns from non IRS partners January 29, 2024. For lower income taxpayers,  IRS free file program is already up and running. For more information see:  https://www.irs.gov/filing/free-file-do-your-federal-taxes-for-free   Program does not require a computer, can fill out your taxes on a tablet or mobile phone. . .  

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January 20, 2023   |   2023 tax year, Form 1040, IRS, Tax Forms, Taxes...
2022 Tax Season Refunds Processed in 2023 How fast will I have the CASH?!

pair of hands holding a ball of cash

Hopefully quicker than last year. . . according to the IRS refund cycle Chart (see below), 2022 Tax Returns (filed in 2023) with direct deposit should see refunds within two weeks.  Careful! this time frame is an estimate.  Technical difficulties, computer issues, Congregssional action etc could slow down processing times.   2023 IRS Refund Standard … 2022 Tax Season Refunds Processed in 2023 How fast will I have the CASH?!

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December 30, 2022   |   1099 Series Rules, 2022 tax year, 2023 tax year, Form 1040, IRS...
Tax newsletter update–1099K rules

  Early Christmas gift. . . On December 23, 2022 the IRS decided to delay implementation of the 1099K reporting for tax year 2022. Translation: The American Rescue Act (2021) required E commerce platforms (e.g. Ebay, Mercari, Amazon) to provide a 1099K form to sellers receiving more than $600 through the platform website.    The … Tax newsletter update–1099K rules

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December 30, 2022   |   2022 tax year, 2023 tax year, IRS, Itemized Deductions (Schedule A), Mileage...
Facts and Figures

From the Christmas Tax Newsletter, published December 14, 2022: FACTS & FIGURES, TBA=To be announced Tax Year 2022                       2023 Social Security COLA                                                                    5.9%                                   8.7% Part B premium- income < $85,000                                          170.10                             164.90 Early, … Facts and Figures

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August 22, 2022   |   2022 tax year, Doors, Energy Star, Form 1040, IRS...
What’s in the Inflation Reduction Act of 2022?

This is the repackaged “Build Back Better Junior”, passed August 16, 2022 and WON’T reduce inflation. It’s smoke and mirrors. Little/short lived savings. Lot of Government spending and power grabs. If have time, the full text download is available here. It’s light reading– only 273 pages (Sarcasm). Summary of major provisions. Medical: Obamacare: Extends Medical … What’s in the Inflation Reduction Act of 2022?

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June 15, 2022   |   2022 tax year, Form 1040, IRS, Medical Expense, Mileage...
Midyear Mileage Rate Increase

Oustide gas station at night. trick parked by one of the pumps

Midyear Mileage Rate Increase The pain of the gas pump has gotten so bad that the IRS wants to help with a midyear mileage rate increase (Yes its only 4 cents . . .). Translation: larger tax deduction for business and medical mileage. Midyear mileage rate changes are rare. . . New IRS Mileage rate … Midyear Mileage Rate Increase

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