How to Get Your UBER rating as a Passenger and see How Drivers Rate You

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Uber, now a verb in the dictionary, is the revolutionary ride hailing service (think taxi on your phone) that millions of people use daily. You basically request an “Uber” via your smartphone, it shows up and drops you off to your destination and your credit card (already on file) is automatically charged when the trip […]

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Tax Filing Deadline – Get Your Refund and Avoid Penalties

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With the deadline for the primary part of the tax season upon us make sure you file in time to avoid penalties or submit a free extension request for an October filing  date – you still need to pay any taxes due. If you have filed you hopefully have gotten your tax refund by now, or if you […]

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California’s Employment Development Department for Unemployment Insurance

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California’s Employment Development Department (EDD) manages the Unemployment Insurance (UI) and State Disability Insurance (SDI) programs for the State of California. SDI includes both Disability Insurance (DI) and Paid Family Leave (PFL). You can file a claim for all of these programs online, by phone, or by mail. Mail – CA EDD Unemployment Insurance Employment Development […]

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How Can I Actually Speak to a Real Person or Agent at the IRS – Phone Numbers That Work

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With so many people experiencing high levels of frustration around getting information on their tax refund delays, I thought I would take some of the feedback and tips across 5000 comments from my recently updated IRS schedule article and post some ideas on how to contact the IRS and get an actual agent on the line. These […]

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Maximum Weeks of State Unemployment Insurance Benefits Available

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Great graphic from the CBPP on unemployment insurance benefit duration (in weeks) by state. Unemployment insurance (UI) benefits are state administered and generally most workers are eligible for up to 26 weeks. Two states that provide more than this – Montana (28 weeks) and Massachusetts (30 weeks). However there are 8 states that provide fewer […]

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IRS Identity Review and Validation Options – Phone and Online – to Reduce Refund Payment Delays

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You filed your return in a timely manner and were waiting for your refund to be sent within the standard timeline that IRS promises. But alas, it has been much longer than that and you are wondering, “Where is my DAMN refund!” In a lot of recent cases, it appears that the IRS is delaying refund processing […]

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2016 Amended Tax Return Refund Schedule, Rules, Form 1040X and Deadlines

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So you have submitted your tax return and at some stage down the road you notice that you forgot to claim one of the many stimulus credits or qualified deductions. You may think that this money is gone now that your return has been submitted but you would be wrong; since you can actually send […]

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Which Fund Allocations Should I Choose for My 401K or IRA Contributions in 2016 Given Markets, Economy and Elections

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With the markets rocky, US and global economies facing headwinds and a presidential political campaign in full swing, choosing how to allocate your current and future retirement savings for the medium to longer term is no easy task. But rather than just leave your current 401K and IRA allocations as is amid changing macro and micro […]

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Thank God I Got My Tax Refund! Americans Get Religious With IRS Refund Delays

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People are getting very frustrated with delays they are seeing around getting their federal tax refunds. Despite the IRS saying that 9 out of 10 refunds will be processed in under 21 days, there have been a lot of people who seem to waiting a lot longer than the standard schedule. What’s exacerbated  this situation is the […]

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WMR and IRS2Go Status Differences – Return Received, Accepted or Under Review and Refund Approved versus Refund Sent

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On my post covering the IRS Refund Cycle Schedule I am seeing a lot of comments around the refund processing status’ on the IRS Where is My Refund (WMR) website or on the IRS2Go mobile app. Clearly there is a lot of confusion as people anxiously await their refunds and are unclear of how the IRS […]

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