Taxes
Federal vs State Taxes: Two Returns, Two Worlds
Why do you file twice? The difference between federal and state taxes: what each one covers, which states don't charge income tax, and what happens if you moved.
Category: Taxes
Taxes
Which Tax Documents to Keep and for How Long: The Simple List
The shoebox full of receipts? The simple list of which tax papers to keep, for how long, and what you can toss without fear.
Taxes
Quarterly Estimated Payments: Who Must Make Them and How to Avoid Penalties
Does the IRS fine you for not paying during the year? If you work for yourself, quarterly estimated payments are your shield: who must make them and how.
Taxes
Self-Employed? The Self-Employment Tax Explained Without Fear
Why do self-employed people pay more taxes? The self-employment tax explained with an example: 15.3% rate, how it's calculated, and how not to owe in April.
Taxes
How to Choose a Tax Preparer (and Spot the Ghosts)
You're about to hand your income, your SSN, and your financial life to a stranger. The 6 rules for choosing a tax preparer and the ghost's warning signs.
Taxes
The IRS Won’t Call to Collect: How to Recognize Tax Scams
Did the "IRS" call demanding immediate payment? It's a scam. The 5 signs to recognize tax fraud, what the real IRS actually does, and where to report them.
Taxes
I Made a Mistake on My Tax Return: How to Fix It With Form 1040-X
Filed and then found an error? Form 1040-X corrects your federal return. When to use it, how long it takes, and the mistakes it does NOT fix.
Taxes
Do You Owe the IRS? How to Request a Payment Plan Without Panicking
Do you owe taxes and can't pay everything in April? The IRS has official payment plans. How to request them online, what they cost, and what happens if you don't act.
Taxes
Direct Deposit vs Paper Check: How to Get Your Refund Faster
Paper check or direct deposit? We compare the two ways to receive your IRS refund: timing, risks, and the mistake that leaves your money in limbo.
Taxes
Key Dates for the 2027 Tax Season: The Calendar for Your Fridge
When does the 2027 tax season open and what's the deadline? The complete calendar: filing, estimated payments, extensions, and EITC refunds.