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Does the PATH ACT message mean I am done Processing?

Taxpayers claiming the Earned Income Tax Credit(EITC) or the Additional Child Tax Credit(ACTC) will update to the PATH Message Once your tax return status goes from “We have received your tax return and it is…

Has Anyone Received A Notice From The IRS

Understanding Why IRS Letters Arrive and What They Usually Mean When tax season begins and mail starts arriving, many taxpayers ask a common question: “Has anyone received a notice from the IRS?” Notices are extremely…

IRS Answers Common Early Tax Season Refund Questions

What Early Filers Should Know Before Expecting Direct Deposit Updates Every year when filing season opens, the IRS begins receiving millions of tax returns at the same time. Many taxpayers assume that filing early automatically…

IRS “Dirty Dozen” Tax Scams

Important Warnings Every Taxpayer Should Know Each year, the IRS publishes a list of the most common and dangerous tax scams targeting taxpayers during filing season. Known as the “Dirty Dozen,” this list highlights schemes…

IRS warns W-2 phishing scam is spreading

The Internal Revenue Service is cautioning a variety of organizations that the W-2 phishing email scam is now spreading to more organizations beyond corporate America, with schools, restaurants, hospitals and tribal groups now being targeted…

What does it mean to have your tax refund offset?

Understanding Why the IRS Takes Refunds and Where Your Money Goes If you were expecting a tax refund and suddenly received less money than expected—or no refund at all—you may have had your tax refund…

Top Facts Filers Should Know for Opening Day

Opening Day for the IRS is Today January 27, 2020. The Internal Revenue Service has set the opening day for the 2020 tax filing season for Monday, Jan. 27, 2020. That’s the day the IRS…

IRS Publication 17 – One Stop For Tax Help

What It Covers, Why It Exists, and How Every Taxpayer Can Use It IRS Publication 17 is one of the most useful resources the IRS provides for individual taxpayers. It serves as a comprehensive guide…

Can My Boyfriend Claim My Child on His Taxes?

Everybody loves tax exemptions. They reduce the amount of your taxable income, which affects the amount of taxes you pay. You can take a personal exemption for yourself, and you get an exemption for each…

IRS Proposes Changes to Rules for Dependents

The IRS is proposing to change its position on when taxpayers may qualify as childless for purposes of the Sec. 32 earned income tax credit (REG-137604-07). The proposed regulations, issued on Thursday, would also make…

Identity Theft and Refund Fraud Overview

Understanding the Problem and What the IRS Is Doing About It Identity theft and refund fraud continue to be among the fastest-growing threats facing taxpayers every filing season. Criminals use stolen Social Security numbers, W-2…

Tax Season Important Reminders

Deadlines, Documents, Delays and What Every Taxpayer Should Do Before Filing Every tax season brings important updates that affect filing deadlines, refund timing, credits, and required documentation. Preparing early helps prevent errors, reduces refund delays,…

The Amounts of Some Tax Penalties Have Increased

What Taxpayers Need to Know Before Filing Tax penalties are not just a threat for late filers or people who owe back taxes. Several IRS penalties automatically increase based on inflation, meaning the dollar amount…

Common Earned Income Tax Credit Errors!

Did you know about 27 percent of Earned Income Tax Credit returns are paid in error? According to the IRS, the five most common errors account for more than 60 percent of erroneous claims. Remember,…

Avoiding the ‘Obamacare penalty’

What You Must Know About Health Coverage Requirements For several years, many taxpayers feared the so-called “Obamacare penalty,” formally known as the Shared Responsibility Payment under the Affordable Care Act (ACA). The penalty applied to…

Direct Deposit for Tax Refunds can go wrong

What Taxpayers Need to Know Before Their Refund Is Sent Direct deposit is the fastest way to receive your federal tax refund, and most taxpayers choose it every year. But direct deposit only works smoothly…

When do I get my tax refund?

Understanding the IRS Timeline, Processing Stages, and Realistic Expectations The moment you submit your federal tax return, the question everyone really wants answered is simple: When will my tax refund arrive? The truth is there…

Which Online Tax Service is Best?

Choosing the Right One Depends on Your Filing Situation There is no single “best” online tax software for everyone. Every platform has different strengths depending on how complex your return is, what credits you claim,…

15 Red Flags that will get you audited by the IRS

And How to Avoid Triggering IRS Review Nobody wants an IRS audit. It’s stressful, time-consuming, and potentially expensive if your taxes weren’t prepared correctly. Most audits are avoided simply by knowing what triggers IRS attention…

As Holidays Approach, IRS Reminds Taxpayers of Refund Delays

Especially Early Filers & Families Expecting Refundable Credits Every year, millions of taxpayers hope their early tax refund will help cover holiday expenses, post-Christmas bills, and New Year budgets. But as the holiday season approaches,…

IRS to Delay Tax Refunds Involving EITC and ACTC

Here’s Why Millions of Early Filers Will Wait Longer If you claim the Earned Income Tax Credit (EITC) or the Additional Child Tax Credit (ACTC), expect your tax refund to be delayed again next year.…

IRS Aims to Improve Tax Preparer Security to Combat ID Theft

Protecting Your Personal Information Starts Before You File When most taxpayers think about identity theft, they imagine hackers breaking into the IRS, stealing Social Security numbers, and filing fraudulent returns. But the biggest weak spot…

Advice on Avoiding Refund Delays

The IRS has released another in its series of reminders to ensure “smooth processing” of your tax returns and avoiding delay in refunds. Among their tips: Have all relevant documents, such as W-2s and 1099s,…

8 Tax Deductions you may be Overlooking

And How They Could Increase Your Refund Most taxpayers only claim the “obvious” tax deductions—standard deduction, interest, dependents, maybe retirement contributions. But the IRS allows dozens of deductions most people don’t even realize they qualify…

Protecting Your Tax Return Information

How to Keep Criminals, Identity Thieves, and Scammers Away From Your Refund Every time you file a federal tax return, you hand over extremely sensitive personal information—including your Social Security number, income, dependents, employer information,…

Tax Refund May be Delayed, But at Least You’ll Get It

Every year millions of taxpayers watch the IRS refund tracker like it’s the stock market.Processing dates shift, messages change, bars disappear, and refund approvals stall. And nothing is more stressful than waiting—especially when bills are…

How Do I Speak with A Real Person at the IRS?

When you’re waiting for your refund there’s nothing more annoying than not being able to get a phone number for a real person. Sometimes the online “where’s my refund” portal just doesn’t cut it or…

An Update on IRS Funding Patterns

The IRS has recently shifted how and when they release funding to taxpayers, and this update matters for anyone tracking direct deposit dates, refund timelines, or IRS processing cycles. In this post, we’ll cover the…

What Does IRS Reference Code 9001 Mean?

IRS Reference Code 9001 IRS Code 9001: “Taxpayer accessed Refund Status using a secondary TIN. Refund Status could not be returned. Get a Primary TIN Analyze account and follow appropriate IRM.” The IRS has an entire…

Tax Topic 151 & 152

You’ve been anxiously checking Where’s My Refund every day, counting on that tax refund to hit your account. Then suddenly, you see it: “Tax Topic 151” or “Tax Topic 152” appears on your screen.…

What Happens When you Submit Your Tax Return?

When you hit “Submit” on your e-file or drop your paper return in the mail, it feels like it disappears into a black hole. Behind the scenes, though, there’s a very specific sequence of steps…

What Should You Do If You Never Receive your W-2

Things can get a little overwhelming towards the end of January. You begin to see everyone able to file their taxes. You’re still waiting for your W-2. You know you’re getting a refund and you…

How Loss of Employment Could Affect Your Taxes

Losing Your Job Doesn’t Always Mean a Smaller Refund Job loss brings stress, uncertainty, and financial pressure—but it also affects your tax situation in ways most people don’t expect. The truth is, your refund might…