Celebrating a birthday is fun. It also can mean tax tasks for older partiers who must take a required minimum distribution, or RMD, from a tax-deferred retirement account. One of those deadlines is April 1.
When brackets come up in March, sports fans immediately think NCAA college basketball tournament. But we tax folks know each spring is all about tax brackets and what they mean for our annual tax bill.
You’ve got most of the tax material you need to file, but a few are missing. Here’s how to track down that info so you can file on time.
If you didn’t file a tax year 2022 return back in 2023 and were due a refund, time is running out for you to get your money. April 15, 2026, is the deadline to submit that old filing to the Internal Revenue Service and claim your cash.
Taxes are confusing and frustrating. That’s why we all sometimes make filing mistakes. Here are 11 tax-filing errors to be aware of so you don’t make them.
Don’t cheat yourself this Tax Day by overlooking tax deductions and credits that could cut what you owe Uncle Sam.
Getting your paycheck tax withholding amount just right pays off at tax-filing time and throughout the year with your pre-filing cash flow. The IRS’ newly updated tax withholding estimator can help.
An executive order mandating Uncle Sam primarily make electronic financial transactions has caused tax refund delays for more than 800,000 taxpayers (so far) this filing season.
IRS Taxpayer Assistance Centers (TACs) don’t help with filing, but offer guidance on other federal tax matters. This year, the IRS is again expanding TAC weekday hours and opening some centers on select Saturdays.
Tax filing season is also peak time for tax scams. Be on the lookout for and avoid falling victim to the IRS’ 2026 list of Dirty Dozen tax scams.
Free is always welcome. That’s especially true at tax time, when taxpayers look for no-cost help to prepare and file their returns. Here are some free tax filing options.
Here are some March tax moves that can work for both tax lions aggressively attacking their returns, as well as tax lambs who prefer a more docile approach.
Most taxpayers, at both the federal and state levels, get tax refunds every year. But this filing season, five states have been particularly slow in sending residents’ their refunds.
March is the last full month of the annual high tax season. Here are tax tips to help your get your return done by April 15 Tax Day.
March’s arrival brings a lion’s share of tax filing tips for ewe. Sorry, not sorry, for that headline pun incorporating the traditional March animal personas because it’s true. March is the last full month of the annual high tax season, which runs from late January through Tax Day. This year, that’s on Tuesday, April 15 … for most filers. More on this in a minute. So in these 31 March days leading up to the tax deadline, millions of us will be looking for tax tips to help us complete, or at least get started, on our 2023 tax returns.…
March
The More Tax Posts tab at the top of this page will take you to, well, more tax posts. You also can search below for a tax topic.
November 4, 2026
Thanks to Nov. 3 midterm election wins Democrats will control both the House and Senate…
TO WRAP UP 2026
It’s over! With October’s extended filing deadline behind us, it is now time to focus on year-end moves to reduce your 2026 tax bill.
You’ll find ways to do just that on the Tax Tips page (see the More Tax Posts drop-down menu at the top of the blog), as well as the separate tax tip pages for each month, notably October through December. If you’re on the Tax Tips page, you’ll find a monthly list at the end of this column. If you’re on another blog page, you can head straight to the October tips; at the bottom of that tips page you’ll find links to all the other 11 months’ collections of tax advice.
Not to spoil what you’ll find in that tax advice, but it does cover such things as tax deductions for charitable donations, investment moves that could reduce tax due, and ways to max out your tax-favored retirement savings.
Finally, as the year winds down, things get hectic. There are lots of other things to occupy our time, like the much more fun upcoming holidays. But don’t lose sight of taxes, since timing is key. To be of use, most tax moves must be made by the end of the tax year. That’s Thursday, Dec. 31, which also is the last business day of the year.
So that you don’t miss that final tax year deadline, also keep an eye on the countdown clock below. It will keep you on top of just how much time is left to make important, tax-saving moves. (Note: I’m in the Central Time Zone, so adjust accordingly for where you live.)