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Offsets for Taxes: What It Means & What to Do
You beat the tax deadline and were lucky enough to get a tax refund! But what happens when the amount the IRS has deposited into your bank account isn’t what you expected. What could have possibly...
View ArticleTurboTax AnswerXchange Question of the Month: When Will I Get My IRS Tax Refund?
E-file is officially open and many taxpayers who have already filed are now awaiting their much-anticipated tax refunds. For some filers, tax refunds are their biggest paychecks of the year, so it’s no...
View Article6 Things Millennials Need to Know About Their Taxes
If you’re a Millennial, you may not know all that you need to know about your taxes especially if you have only recently begun filing, or have not been filing for more than a few years. Try some of...
View Article5 Smart Ways to Spend Your Tax Refund
If you’re expecting a tax refund or yours has recently been deposited into your bank account, you may be wondering what is the best way to spend the money. While you can use your tax refund in myriad...
View Article¿Dónde está mi reembolso de impuestos? Como revisar el estado de su reembolso
Con la temporada de reembolso en marcha, y siendo que el reembolso de impuestos promedio fue de $3,000 en la temporada anterior, ya se escucha la pregunta más común de la temporada de impuestos:...
View Article6 Razones Por Las Que Deberías Pagar Tus Impuestos Anticipadamente
Como dice el refrán, “el que madruga, Dios lo ayuda”. ¿Funcionará con el reembolso de impuestos? Ya sea que declares con anticipación o te guste procrastinar con tus impuestos, aun así podrías obtener...
View ArticleThree Tips to Help Maximize Your Tax Refund
We know that the best part of tax season is receiving your tax refund (and being able to spend it on whatever you may want or need)! In the 2017 tax year alone, the IRS issued more than 100 million...
View ArticleSpender or Saver? Tips For What You Should Do with Your Tax Refund
My husband and I just checked our bank accounts this week and noticed that our federal tax refund came in! Even before it came in, we sat down to talk about how we’d like to use that money as we have...
View ArticleHappy Tax Day! 5 Budget-Friendly Ways to Celebrate While You Wait For Your...
It’s over! Taxes are done! Congratulations on knocking that big goal out! If you’re like us, you probably feel good right now. When my husband and I finished our taxes we were relieved because we...
View ArticleTax Refund Realities and How Americans Spend and Save Their Tax Refunds...
Refund season is officially here and considering last tax season the average tax refund was close to $3,000, now is a good time to get this tax filing party started and also plan what you are going to...
View ArticleIRS ID Verify and Your Tax Refund
You’re at home feeling accomplished about filing your taxes, and there’s now one less thing on that to-do list. Your mind wanders as you check the mail while thinking about the weekend ahead and how...
View ArticleAvoid IRS Tax Refund Delays with These Easy Filing Tips
You may be hearing about IRS tax refund delays, but don’t worry. Follow these easy steps to get closer to your refund: Get your documents ready. Gather all your tax forms like W-2s and 1099s,...
View ArticleLet’s Have A Real Money Talk
Listen to the latest installment of the Friends with Tax Benefits podcast for an open conversation around money. If everyone felt a little more comfortable talking about money, maybe we’d all feel...
View ArticleHow to Turn Money Into More Money
With tax refunds averaging over $3,000 in 2022, refund checks can have a significant impact on many Americans’ finances, especially this year. If you’re looking for ways to maximize your refund, you’ve...
View ArticleHow to Use Your Tax Refund to Boost Your Retirement Savings
What could you do with over $3,000 in your pocket? A lot, right? Well, if your tax refund is anything like the average direct deposit tax refund last year, you could be expecting a little over $3,000...
View ArticleWhat To Expect When You’re Expecting…a Tax Refund
Ready for your tax refund? You’re not alone! Close to 70% of taxpayers received a federal direct deposit tax refund over $3,200 last year! If you haven’t filed yet, there’s no need to wait. You can...
View ArticleWhy Is My Tax Refund Lower Than Expected?
You’re in the midst of filing your taxes before the tax deadline, or you already filed and you are fortunate enough to get a tax refund. But what if the amount of your IRS refund is less than you’re...
View Article6 Reasons it Pays to File Your Taxes Early
As the saying goes, “the early bird gets the worm.” Or is it the tax refund? Well, whether you file early or you are a tax procrastinator, you still may get a tax refund, but here are six reasons it...
View ArticleWhere’s My Tax Refund? How to Check Your Refund Status
The average direct deposit tax refund was close to $3,100 last tax season, and with tax season well underway, it’s no surprise that the most common tax season-related question we’re now hearing is:...
View ArticleFile Your Taxes: You May Have Unclaimed Refunds Waiting
Did you know that the IRS reports over 1 billion dollars in unclaimed tax refunds every year? That’s right, more than a billion dollars of money that is owed to taxpayers across the country is reported...
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