Act now or miss out on these end-of-year tax and money moves!

December 30, 2009

Where in the heck did 2009 go! This month especially has evaporated; I have proof in all the tasks I planned to have completed by now that are left undone. 

If December had progressed on a normal instead of accelerated pace, I swear my projects plate would be clean by now!

But I, and you too, still have almost two full days. And that means there is some, albeit precious little, time to make some tax and money moves in 2009.

UPI POY 2009 - News and Features.

If you're in the same boat I am — and I suspect we have enough company to charter the Oasis of the Seas! — here's a roundup of year-end fiscal actions to help you determine which moves you should make by Thursday. If, in my rush to get this posted, I missed your good advice, please leave it and/or a link as a comment.

From the blogging front, we have lots of good to-do-by-the-31st advice. Since it's my blog, I'm starting with moi!


Check out my year-end tax moves guest post at Bargaineering (thanks again, Jim!).

There's also my my five-part year-end money moves series, with recommended actions to help you maximize your tax savings, investment strategy, retirement planning, giving plans before wrapping up with fiscal details.

And although we're staring down another holiday, don't forget The 12 Tax Tips of Christmas.

Tax Update Blog is full of good year-end tips. Keep scrolling, folks; blog author Joe Kristan was busy, busy this December!

William Perez at About.com has a nice list of year-end tips, along with a separate item at William's Tax Planning Blog that parents don't want to miss: Prepay some college costs now.

Robert Flach, aka The Wandering Tax Pro, also offers some December thoughts on saving or paying for college.

Other year-end tips come to us from:

And with specifics for businesses, The Business Owner
has, what else, smart year-end moves for business owners.

At your basic personal finance Web sites, I'm back, this time on Bankrate.com with seven year-end tax moves.

There's also Jeff Schnepper at MSN Money, Kiplinger's annual list and five year-end money tips from Liz Weston.

And investors will want to check out the Wall Street Journal's four tax-savvy 2009 stock moves.

I know time is short, but here's hoping you might be able to utilize a few of these tax and money tidbits before the new year arrives.

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Tax Season 2026 Continues!

We made it. Tax Day 2025 is finally over. For most of us. When the filing season started on Jan. 26, millions who were expecting refunds filed immediately. Most of us got our returns to the Internal Revenue Service by April 15. But plenty of taxpayers also got extensions. They are looking at an Oct. 15 filing deadline.

Those procrastinating filers aren’t a problem. In fact, the IRS appreciates taxpayers who take time to fill out their 1040 forms correctly. It also is grateful that tax submissions are spread out a bit, especially now that the IRS is a leaner agency. Processing returns is easier when they arrive throughout the year instead of in massive bunches.

But enough about Uncle Sam’s tax collection issues. The focus now is on all y’all who filed for extensions, giving you another six months to complete your return. Since your new mid-October due date will be here before you know it, let’s get started now on meeting it.

The ol’ blog is here to help you finish up your extended Form 1040. You can start with January’s tax tips page, which has links to the rest of the year’s tips by-month collections. You also can peruse various tax categories for more tailored advice by clicking on the More Tax Posts drop-down menu at the top of this (and every) page.

And to make sure you don’t miss your new filing deadline, the count-down clock below will let you know just how much time you to file by Oct. 15. At the latest.e. (Note: I’m in the Central Time Zone, so adjust accordingly for where you live.)

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