IRS

Tax Filing Deadline – Get Your Refund and Avoid Penalties

0 comments

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 […]

Read the full article →

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

2 comments

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 […]

Read the full article →

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

13 comments

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 […]

Read the full article →

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

3 comments

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 […]

Read the full article →

Will H&R Block, TurboTax and Other Online Tax Software Providers Help With IRS Refund Delays?

1 comment

On one of my more popular articles answering the question, “Where is my refund? ” I got the following representative comments which was the genesis of the title of this post. So I thought I would take some time here to address the obligations of these online tax providers when it comes to dealing with delays […]

Read the full article →

2016 Tax Brackets vs 2015 Tax Rates and Other Tax Updates (After Official IRS Figures Released)

2 comments

With the continued low inflation environment 2016 IRS Tax Brackets, standard deductions and personal exemptions (for taxes paid in 2017) only moderately increase over 2015 levels (shown in the table below). Federal income tax brackets and related tax items are adjusted annually, under the tax code, to provide for mandatory adjustments based on inflation. The tables below reflect […]

Read the full article →

Has my Financial and Personal Information Been Compromised if I used TurboTax, H&R Block or Tax Act?

1 comment

There has been a lot of publicity of late around electronic security breaches with a focus on tax software related breaches. The majority of people file their taxes electronically and with tax returns containing your most sensitive personal information it is no surprise that hacking or compromised data that leads to identity theft and other online […]

Read the full article →

2016 IRS Refund Schedule and Direct Deposit Cycle Chart for 2015 Tax Returns

5,835 comments

While the IRS has officially discontinued releasing refund cycle charts, below are estimated 2015-2016 refund payment dates based on past refund cycles and IRS guidelines. For refund dates specific to your tax filing go to the Where is my Refund (WMR) page or IRS2Go mobile application. You will need information from your tax return to get your […]

Read the full article →

5 Places to Get Free Tax Advice, Guidance and Help

2 comments

A lot of families cannot afford to pay for professional help to get advice on taxes and/or to prepare their tax returns. While simple returns for low income earners can be filed for free with most large online e-File tax providers, those who have complicated financial situations or have moved states during the year can find […]

Read the full article →

2014 vs. 2015 Savers Tax Credit Limits to Help Workers Save for Retirement

4 comments

[Updated with 2015 amounts] This IRS has released 2015 updates for the savers credit, which helps lower income earners save for retirement by providing an offset to retirement plan (401k and IRA) contributions. A lot of people don’t know about or take advantage of this little known credit, officially referred to as the retirement savings contributions credit.. The […]

Read the full article →
Disclaimer: The information contained on Saving to Invest (this site) is for general information purposes only and does not constitute factual or professional financial advice. In accordance with FTC guidelines, we disclose that we may have a financial relationship with some of the merchants/companies mentioned on this website. We do our best to maintain current information, but due to the rapidly changing environment, some information may have changed since it was published. Please do the appropriate research before participating in any third party offers. Refer to the Privacy Policy and Terms of Use for more information