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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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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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September 28, 2022   |   2022 tax year, Doors, Energy Star, Form 1040, Legislation...
Energy Jolts, Inflation Bolts, Tax Hikes and Pending Legislation

Energy Jolts. Energy Credit is back. Effective for 2022 –2032 tax years. Part of Inflation Reduction Act of 2022. Requires product availability and affordability. Credit is 30% of purchase price for energy star certified windows, exterior doors, insulation, water heater, biomass stoves, furnace or boiler installed during the year. No credit for Energy Star roof … Energy Jolts, Inflation Bolts, Tax Hikes and Pending Legislation

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May 11, 2022   |   2022 tax year, Editorial, Form 1040, IRS, Legislation...
Tax Season and Congressional Legislative Update

Yesslow 4 way stoplight hanging in midair. Red light is illuminated

  No new tax legislation seen yet. . .  After tax season housekeeping: Refunds: Running 3-4 weeks. To check the status of your Electronically filed tax return/refund: Phone : 1-800-829-1040 or (call early in morning)       Online: www.irs.gov/refund IRS will NOT release refund information to tax preparer. Ohio refund may come before Federal or IRS refund. … Tax Season and Congressional Legislative Update

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January 28, 2022   |   2021 Tax Season, Form 1040, IRS, Refund, Stimulus...
Tax Season Update–The Opener

Pitcher at baseball game, action frozen mid pitch

  IRS started accepting 2021 individual returns on January 24, 2022.  It’s not going to be the same as in prior years. Expect refund delays. As of January 27, 2022 haven’t received any guidance  for return processing time or refunds. To speed refund delivery: 1. File early 2. File an accurate return.   Verify the Stimulus … Tax Season Update–The Opener

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January 22, 2022   |   2022 tax year, Doors, Energy Credit, Energy Star, IRS...
2022 Tax Year: (as of Jan 2022) Pearls and Pains

Woman in ivory elizabethan gown wearing 3 pearl necklaces. her Hand is underneath the necklaces holding them away from her neck

    Since the Build Back Better Act is stuck in the Senate 2022 tax year has a few changes (unless Congress intervenes) there will be: No Stimulus payments No Advanced Child Tax Credit Payments. Child Tax Credit reverts to $2,000 per child under age 17 Lower Earned Income Tax Credit No charitable Deduction on … 2022 Tax Year: (as of Jan 2022) Pearls and Pains

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December 21, 2021   |   2021 Tax Season, Form 1040, IRS, Mileage, Refund...
Odds & Ends 2022 Mileage Rates

pile of gifts wrapped in metallic gold and metallic red gift paper

  In case you haven’t heard, Congress gave the IRS and all taxpayers like you a gift for Christmas (maybe not what you expected). They have paused the Build Back Better debate for 2021. The law may be considered again for passage in 2022 session. IF the law had been passed this late in the … Odds & Ends 2022 Mileage Rates

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December 9, 2021   |   2021 Tax Season, 2022 tax year, Form 1040, IRS, Itemized Deductions (Schedule A)...
Facts & Figures 2021 Tax year & Some For Tax Year 2022

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  Build Back Back Better (“BBB”) is still being negotiated So here is something a little more concrete: The numbers and limits for 2021 tax season: FACTS & FIGURES, TBA=To be announced                                          Tax Year 2021                 2022 Social Security COLA                                                                                             1.3%                           5.9% Part B premium- income < $85,000                                                                 … Facts & Figures 2021 Tax year & Some For Tax Year 2022

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October 5, 2021   |   IRS, Refund, Refunds, Taxes...
Internal Revenue (But No) Service . . .

Hands with pitcher pouring water into a glass

  Tried to call the IRS lately? Nobody answers the phone (or so it seems). Return processing is slow. As June 25, 2021, there were approximately 16.7 million 2019 and 2020 tax returns and almost three million amended returns waiting to be processed*.   Then there’s the advanced Earned Income Credit and unemployment over payment stimulus … Internal Revenue (But No) Service . . .

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September 23, 2021   |   2020 Tax Year, IRS, Recovery Credit, Refund, Tax Credit...
Love Letters & the IRS (Recovery Credit Tax Notices Part II)

woman setting at computer desk holding her head

  IRS is processing its backlog and is issuing lots of “love letters” otherwise known as Tax Notices. Many of the 2020 Tax year tax notices are for Recovery Credit.  For Tax Year 2020, Taxpayers not receiving the the full stimulus amount for both payments ($1200 per adult and/or $500 per child received March -May … Love Letters & the IRS (Recovery Credit Tax Notices Part II)

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