Another scam to watch for - invitations.

Looking for a source for a @marketwatch.com story on Trump’s impending EO on the saver’s match. Need a worker making $35,000 or less who is not on an employer plan. Anyone (or their friend/relative) who would chat with me this afternoon? My direct email: www.marketwatch.com/author/beth-...

This is tomorrow! Sign up now for my free webinar with Andy Lockwood on affording college — saving, neogitating, paying loans. Bring your questions. www.bigmarker.com/barrons-even...

Missed the filing deadline? Still file. The penalty for not filing is usually much higher than the penalty for not paying. Even if you can’t pay yet, filing today can make a real difference.

The IRS has finalized regs for the “no tax on tips” deduction—and clarified which jobs qualify. There’s now an official list of tipped occupations, along with rules defining what counts as a “tip” (Santa Claus impersonators are in, tax pros are out). Details matter: www.forbes.com/sites/kellyp...

Be aware of (and beware!) these 11 tax audit red flags dontmesswithtaxes.com/tax-audit-re...

The Fifth Circuit made a big call in the Intuit vs. FTC case (centered on whether the "free" ads were misleading). The finding? The FTC can’t use its own in-house court for the claim, which could mean more such cases end up in federal court going forward. 👇
 www.forbes.com/sites/kellyp...

1.3 million nonfilers in 2023 have until this April 15 to collect their part of $1.2 billion in unclaimed tax refunds dontmesswithtaxes.com/1-3-million-...

If you didn't file a 2022 tax year 1040 back in 2023 & were due a refund, you have until April 15 to file that old paperwork & get your unclaimed money. Miss the 4/15/26 deadline, and Uncle Sam gets to keep your tax cash! dontmesswithtaxes.com/1-3-million-...

A fun fact about the side judge for today's Super Bowl. It's once again Eugene Hall. I wrote about him—and his connection to IRS Criminal Investigations—for @forbes.com in 2023. You can read about him here: www.forbes.com/sites/kellyp...

6 reasons to file a federal tax return even if you don’t have to dontmesswithtaxes.com/6-reasons-to...

In her new report to Congress, National Taxpayer Advocate Erin Collins highlighted the 10 biggest challenges taxpayers now face when dealing with the tax agency. At the top of the list? Amended returns (no surprise here). You can find the whole list here: www.forbes.com/sites/kellyp...

Bitcoin Jesus tax evasion charges resolution: Legal settlement or mere payoff? dontmesswithtaxes.com/dojs-bitcoin...

The IRS has released more guidance about eligibility, reporting, and limits for the new, temporary overtime deduction. www.forbes.com/sites/kellyp...

Don't forget: Pay - electronically is the best way - your 4th estimated tax amount by TODAY, Jan. 15. dontmesswithtaxes.com/pay-your-4th...

Lawmakers rejected deep IRS cuts, opting for a 7% reduction instead. With the Senate moving the bill forward, a shutdown may be avoided—but questions remain about how long the IRS can keep functioning under ongoing pressure. www.forbes.com/sites/kellyp...

If you used IRS’ Free File last year to complete your federal taxes, then it's tax déjà vu time. The same eight tax software companies are back for the 2026 tax season. You can use one of them if your 2025 was $89,000 or less. dontmesswithtaxes.com/same-8-tax-s...

The IRS has announced that the 2026 filing season will begin January 26, when tax law changes enacted in 2025 take effect. Some questions remain about the changes, and further IRS guidance is expected. www.forbes.com/sites/kellyp...

If you use your car for business travel, your standard mileage deduction rate will increase 2.5 cents per mile in 2026. Other rates, however, will be lower next year. dontmesswithtaxes.com/business-mil...

Use, don't lose, your FSA funds. If your workplace medical flexible spending account must be spent by Dec. 31, here are some ways to spend those tax-saving funds. dontmesswithtaxes.com/ways-to-spen...

Merry Christmas 🎁🎄 to all who celebrate!

Headed to an appt at SSA or IRS this week? Under a new executive order from President Trump, some federal offices will be closed on Christmas Eve and December 26, in addition to Christmas Day. Not all federal agencies will follow the same schedule. www.forbes.com/sites/kellyp...

Let’s keep an eye 👁️ on this!

2026 offers taxpayers an opportunity to revisit charitable giving. Whether you’re donating cash, stock, or money from a retirement account, a little planning can go a long way. www.forbes.com/sites/kellyp...

Thanks to a new law, the IRS must now explain math-error mistakes in plain English, show any adjustments, and put your 60-day appeal deadline front and center. www.forbes.com/sites/kellyp...

Warmest wishes for a Happy Thanksgiving 🍁 bmacards.com/F9jw61

Aspire to decency. Practice civility toward one another. Admire and emulate ethical behavior wherever you find it. Apply a rigid standard of morality to your lives; and if, periodically, you fail—as you surely will—adjust your lives, not the standards. - Ted Koppel, June 14, 1998

The longest government shutdown in U.S. history is now over. The backlog of work, however, remains. As the IRS scrambles to get back to business as usual, expect delays. Here’s a look at processing times and what taxpayers and tax professionals should do. www.forbes.com/sites/kellyp...

America’s oldest coin had been around since 1793. Now that the Mint has stopped producing new pennies, will promotional 99-cent pricing disappear? And what about sales taxes? www.forbes.com/sites/kellyp...

The latest edition of our free @forbes.com tax newsletter is out! This week: The government shutdown rolls on. Plus: What’s open at IRS, the fight over premium tax credits, guidance on OBBBA, Social Security increases, digital taxes, Section 179, and more. www.forbes.com/sites/tax-br...

It’s Halloween, and while most scares tonight will be make-believe, one thing gave me a chill this morning. The US may ban TP-Link equipment. Here’s what you should know. #TaxSky #EA #CPA #Cybersecurity open.substack.com/pub/joshandt...

Nov. 3 is filing deadline for taxpayers in 9 disaster-struck states: Arkansas, Kentucky, Mississippi, Missouri, Oklahoma, Tennessee, Texas, Virginia, and West Virginia substack.com/home/post/p-...

Social Security recipients will get a 2.8% bump in their 2026 benefits. And high earners now will see a bit more of their income subject to the Social Security payroll tax thanks to an increase next year to $184,500 in the wage base. open.substack.com/pub/dontmess...

Taxpayers who buy a new car assembled in the U.S. may be able to deduct up to $10,000 beginning in 2025. To help sort out the details, the IRS is rolling out guidance. www.forbes.com/sites/kellyp...

Some good news from @taxgirl.bsky.social

With the 2025 tax filing season behind us, the Treasury Inspector General for Tax Administration (TIGTA) issued a report finding that the IRS performed pretty well, but staffing cuts may change that result in 2026. www.forbes.com/sites/kellyp...

Unspeakable

The latest edition of our free @forbes.com tax newsletter is out! This week: How the feds got Capone. Plus: Hobby expenses, international tax updates, a government watchdog looks at IRS, gold & platinum visas, a tossed ERC lawsuit, tax trivia and more. www.forbes.com/sites/tax-br...

U.S. Secretary of the Treasury and Acting Commissioner of the IRS Scott Bessent announced that Commissioner of the Social Security Administration Frank Bisignano will serve as Chief Executive Officer (CEO) of the IRS. www.forbes.com/sites/kellyp...

The IRS has a new position, CEO. And the SSA commissioner has another job. Frank Bisignano will now effectively run both of the agencies that have the most personal contact with, and impact on, Americans’ lives. substack.com/home/post/p-...

This is a spectacular work with an amazing cast. Highly recommend!

@tarasiegelbernard.bsky.social with a chilling article about investment fraud. I share it as a gift article, so it should be outside the paywall. www.nytimes.com/2025/10/03/y...

Happy National Coffee Day!
The cost of coffee is on the rise, thanks to tariffs. Congress has introduced a bill to scrap the tax—a move that could be popular as more Americans reach for a cup. www.forbes.com/sites/kellyp...

@taxgirl.bsky.social with an update on the new #tax provisions for tipped workers. Proposed regulations timeline and a link to comment.

Keeping an eye on #IRS draft tax forms. Thank you, @taxgirl.bsky.social

Note that we won’t (reportedly) have these reporting opportunities for 2025.

Tax professionals aren’t always preparers—sometimes, they are focused on tax policy work. @zorkamilin.bsky.social is a tax attorney for the FACT Coalition—she’s the next tax pro in our Getting To Know You series for @forbes.com. www.forbes.com/sites/kellyp...

Put this on your #tax to do list!

Government economic figures get lots of attention, especially from older Americans who rely on data that determines annual adjustments to Social Security benefits. A new bill would change the consumer price index used for those revisions. www.dontmesswithtaxes.com/2025/08/prop...