How To Keep Your Sanity And Survive Tax Season | Tax Breaks

🔗https://www.youtube.com/watch?v=bdHSLx6WzYo

In this week's episode of Tax Breaks, form 1099-K reporting, changes at Social Security, scammers and unemployment benefits, filing for an extension, borrowing and making distributions from retirement plans, tax trivia, tax filing deadlines and more.

Subscribe To The Tax Breaks Newsletter:
https://www.forbes.com/sites/kellyphillipserb/2025/03/22/tax-breaks-the-keeping-your-sanity-and-surviving-tax-season-edition/

SHOW NOTES: 

Tax Filing Season Stats:
https://www.forbes.com/sites/kellyphillipserb/2025/03/17/with-a-month-to-go-irs-tax-season-filing-data-continues-to-show-little-signs-of-life/

Filing For Extension:
https://www.forbes.com/sites/kellyphillipserb/2025/03/17/not-ready-to-file-your-tax-return-file-for-an-extension/

FBAR:
https://www.forbes.com/sites/virginialatorrejeker/2025/03/21/fbar-due-date-triggers-and-key-compliance-rules-for-us-taxpayers/

Social Security:
https://www.forbes.com/sites/kellyphillipserb/2025/03/21/social-security-will-grab-tax-refunds-and-use-100-benefit-withholding-to-recover-overpayments/

Unemployment benefits:
https://www.forbes.com/sites/kellyphillipserb/2025/03/20/unemployment-benefits-can-raise-tax-questions-and-attract-scammers/

WalletHub survey:
https://wallethub.com/blog/tax-survey/20056

Rashelle Isip website:
https://www.theorderexpert.com/

Time management during tax season:
https://www.forbes.com/sites/kellyphillipserb/2025/03/21/how-to-schedule-time-for-tax-prep-keep-your-sanity-and-survive-tax-season/

Form 1099-K IRS web page:
https://www.irs.gov/businesses/understanding-your-form-1099-k

Retirement Distributions:
https://www.forbes.com/sites/dereksaul/2025/03/19/forbes-recession-tracker-economists-warn-trump-could-be-author-of-a-deep-recession/

Tax refund story: 
https://www.forbes.com/sites/robertwood/2025/03/17/irs-releases-and-debunks-five-tax-myths-about-getting-your-tax-refund/

Mail Carrier story:
https://www.forbes.com/sites/kellyphillipserb/2025/03/19/former-postal-worker-stole-more-than-16-million-in-checks-including-tax-refunds/

Link to Tingle Table image: 
https://www.loc.gov/item/2017646288


Subscribe to FORBES: https://www.youtube.com/user/Forbes?sub_confirmation=1

Fuel your success with Forbes. Gain unlimited access to premium journalism, including breaking news, groundbreaking in-depth reported stories, daily digests and more. Plus, members get a front-row seat at members-only events with leading thinkers and doers, access to premium video that can help you get ahead, an ad-light experience, early access to select products including NFT drops and more:

https://account.forbes.com/membership/?utm_source=youtube&amp;utm_medium=display&amp;utm_campaign=growth_non-sub_paid_subscribe_ytdescript

Stay Connected
Forbes newsletters: https://newsletters.editorial.forbes.com
Forbes on Facebook: http://fb.com/forbes
Forbes Video on Twitter: http://www.twitter.com/forbes
Forbes Video on Instagram: http://instagram.com/forbes
More From Forbes:  http://forbes.com

Forbes covers the intersection of entrepreneurship, wealth, technology, business and lifestyle with a focus on people and success.

How To Keep Your Sanity And Survive Tax Season | Tax Breaks

🧡 Feed by @DeSoRSS 💎 Funded by Diamonds. 
👍 Give More Diamonds, Get More Feeds.
👉 Join Focus: https://focus.xyz

Forbes (@Forbes).

Forbes highlights success through the lens of business, entrepreneurship, wealth, investing and leadership with a focus on the people shaping our world.

Subscribe to FORBES: https://www.youtube.com/user/Forbes?sub_confirmation=1
 
Stay Connected
Forbes on Facebook: http://fb.com/forbes
Forbes Video on Twitter: http://www.twitter.com/forbes
Forbes Video on Instagram: http://instagram.com/forbes
More From Forbes:  http://forbes.com

🔗 Source: https://www.youtube.com/@Forbes