Filing and Paying Taxes

Americans’ main interaction with the Internal Revenue Service happens every April 15, or earlier when expecting a tax refund. When you owe Uncle Sam, you also have to decide how to pay him. There also are other types of individual taxes that many of us encounter, from the payroll taxes that come out of our paycheck to estimated taxes if we get income not subject to withholding to sales tax collected on most of our purchases to property taxes on our homes and other things we own.

Here, you’ll find information on how to deal with these myriad IRS intrusions into your life.

Filing and Paying Taxes

Americans’ main interaction with the Internal Revenue Service happens every April 15, or earlier when expecting a tax refund. When you owe Uncle Sam, you also have to decide how to pay him. There also are other types of individual taxes that many of us encounter, from the payroll taxes that come out of our paycheck to estimated taxes if we get income not subject to withholding to sales tax collected on most of our purchases to property taxes on our homes and other things we own.

Here, you’ll find information on how to deal with these myriad IRS intrusions into your life.

Financial documents, a laptop, and a notepad with "Income Expenses" written on it, alongside a sticky note marked "Tax Deadline."

Taxes are confusing and frustrating. That’s why we all sometimes make filing mistakes. Here are 11 tax-filing errors to be aware of so you don’t make them.

Don’t cheat yourself this Tax Day by overlooking tax deductions and credits that could cut what you owe Uncle Sam.

Seattle, Washington, is home to high tech millionaires who now are the target of the Evergreen State’s new wealth tax. The levy will effectively bump the Evergreen State from the current nine-member no-individual-income-tax club.

Earnings statement detailing total earnings, deductions, and year-to-date amounts. Key figures include current earnings of $4,389.30.

Getting your paycheck tax withholding amount just right pays off at tax-filing time and throughout the year with your pre-filing cash flow. The IRS’ newly updated tax withholding estimator can help.

An executive order mandating Uncle Sam primarily make electronic financial transactions has caused tax refund delays for more than 800,000 taxpayers (so far) this filing season.

IRS Taxpayer Assistance Centers (TACs) don’t help with filing, but offer guidance on other federal tax matters. This year, the IRS is again expanding TAC weekday hours and opening some centers on select Saturdays.

Tax filing season is also peak time for tax scams. Be on the lookout for and avoid falling victim to the IRS’ 2026 list of Dirty Dozen tax scams.

Free is always welcome. That’s especially true at tax time, when taxpayers look for no-cost help to prepare and file their returns. Here are some free tax filing options.

Here are some March tax moves that can work for both tax lions aggressively attacking their returns, as well as tax lambs who prefer a more docile approach.

March 1, 2026
"Bold metal letterpress blocks spelling 'TAX TIPS' on wooden shelves, symbolizing financial advice and tax preparation guidance."

March is the last full month of the annual high tax season. Here are tax tips to help your get your return done by April 15 Tax Day.

Saving now can make for a better retirement later. The Trump administration is proposing a new retirement vehicle. But the existing Saver’s Credit could help you this tax filing season.

Taxes are confusing. But what if you can’t afford a tax professional to help you file? The people who staff VITA and TCE sites across the United States could be your low- or no-cost tax preparation answer.

The only thing worse than waiting for telephone help is waiting for IRS tax help. Avoid the delay and hold music by using the IRS.gov assistance options, including those available with an individual taxpayer online account.

Married couples share almost everything, including taxes. For most, sharing taxes by filing a joint return is the best tax strategy. Here are six ways married filing jointly can pay off for wedded pairs.

sports pays off for tax collectors too

California gets a fiscal boon from the jock taxes owed by Super Bowl LX teams. But this nonresident tax, which other states also collect, applies to more than just athletes.

As Super Bowl LX’s kickoff nears, fans of the game and related event activities like Bad Bunny’s halftime performance, are placing their prop bets. If any of these wagers pay off, you’ll owe tax on the gambling income.

Bettors are expected to place a record $1.76 billion in legal wagers on Sunday’s NFL championship game. Any of those Super Bowl bets that pay off are taxable income.

Sure, February is home to Valentine’s Day, but millions of Americans’ thoughts turn not to love, but taxes. This shortest month is a big one for taxpayers. Here are 3 tax moves to help with your return filing and tax refund.

February 1, 2026
"Bold metal letterpress blocks spelling 'TAX TIPS' on wooden shelves, symbolizing financial advice and tax preparation guidance."

February is for tax lovers. OK, from the tax perspective, it’s really more for lovers of “let’s just be done with tax filing” this month. And even though it’s the shortest month, there’s a lot you can do to cut your tax bill.

Nobody likes filing a tax return, so why should someone who isn’t legally required to file go ahead and send the IRS a Form 1040? The #1 reason is because it might get you a tax refund. Check it and five other situations where filing, even if you don’t have to, can pay off.

Do you have to file a tax return? Probably. Not much is out of IRS’ reach. But in some cases, Uncle Sam lets folks off the tax-filing hook. Here’s a look at what determines whether you must file a Form 1040.

What do you get when you mix crypto currency, a criminal tax investigation, and political access? Apparently, the end of the tax evasion case against Roger Ver, aka Bitcoin Jesus.

Snail in grass photo by Kay Bell

Taking your time often is a good idea when it comes to tax filing. A slower, more deliberate approach to your 1040 can help ensure it is completed and filed correctly.

Tramell Tillman shows off his award-winning acting (and dancing skills) as Seth Milchick in “Severance.” In real life, Tillman also provides some solid social media tax advice.

1099 forms and W-2 statements for tax return filing

You’re ready to file your Form 1040, but don’t do it until you’ve received all your official tax statements. Here’s a look at the myriad tax documents, most of which you should receive by the end of January, that will help you file a complete and accurate return.

Broken fortune cookie with a tax-related fortune reading, "The early bird gets the tax refund," surrounded by colorful icing and crumbs.

You don’t have to be a fortune teller to know that sometimes the best tax move is to file your return early. Here are 7 reasons why it’s good to get your Form 1040 to the IRS as soon as possible.

Take a close look at your 2025 tax return. New tax laws created by the One Big Beautiful Bill could provide you with added savings this filing season. Here are 8 to check out.

If you get income that’s not subject to withholding, you must cover the tax due by making estimated tax payments. The last one for the 2025 tax year is due Jan. 15, 2026. Yes, that is Thursday.

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 Free File if your 2025 income was $89,000 or less.

Yellow sticky note with tax time written on it.

The 2026 tax filing season begins Jan. 9 for Free File eligible taxpayers. The full start is Jan. 29, the day the IRS will start processing our 2025 tax year returns.

These snow-obscured signs aren’t much help, but the ol’ blog, basking unseasonably warm January temperatures here in Central Texas, has some tax guideposts to help to help welcome the new 2026 tax year. (Photo by Christina & Peter)

January 1, 2026
"Bold metal letterpress blocks spelling 'TAX TIPS' on wooden shelves, symbolizing financial advice and tax preparation guidance."

Happy New 2026, a year that brings us more than one, and in some cases not so beautiful, retroactive changes to our 2025 taxes. Plus, some of the those tax breaks that politicians hope will popular are temporary. So, buckle up. It’s time again for taxes!

burro in field in Washington on the Brazos, Texas

If you don’t file or pay your taxes on time, you could end up owing the IRS more due to penalties. Some tax penalties are set; others changes every year due to inflation. Here’s a look at the 2026 amounts.

The IRS’ venture into the tax software and e-filing sphere is over. Despite positive reviews, the agency has officially ended Direct File, its proprietary, no-cost tax preparation program.

Residents of parts, and in some cases, all of these states dealt with real-life scares earlier this year. This post-Halloween weekend, they are facing a Nov. 3 disaster-delayed tax filing due date.

Millions of Americans receive Social Security benefits. But plenty also pay tax on that money, at both the federal and state levels. Nine states join Uncle Sam in taxing at least some of the federal retirement benefits.

Democrats and Republicans agree on one thing: IRS communications can be confusing. A rare bipartisan measure to make math error notices clearer was approved by Congress and awaits presidential signature.

Did you put off filing your 2024 tax return back in April? Well, your absolutely final tax deadline is Wednesday, Oct. 15. Here are some last-minute extended filing tips.

The IRS’ 34,000 furloughed employees are facing some financial challenges. Their situation also offers us nonfederal workers tips, including tax-related ones, on preparing for similar fiscal crises.

Uncle Sam’s offices are closed because of a political fight over tax help for Affordable Care Act enrollees. Here’s a look at the tax break, who’s affected, and how the tax break battle might end.

Photo by Vlad Chețan October traditionally is the scariest month, and I’m not just talking about the terror that strikes when you run out of candy on Oct. 31 while young ghouls and goblins are still roaming your neighborhood’s streets. There’s also the coming colder weather, which sends a chill along the spines of those like me who prefer warmer weather. And, of course, there is the absolutely final tax filing deadline to meet by Oct. 15 or face late-filing penalties if you discover you didn’t pay enough when you got the Form 1040 extension. This year, the tax deadline has…

Photo by Brooke Lark on Unsplash   The Labor Day holiday is a time to reflect on and celebrate the history of organized labor in the United States. Much of what we workers take for granted, from the five-day workweek to workplace safety to many of our employer-provided benefits, are thanks to the work of labor unions and their members. Nowadays, however, many of us (including me) are our own bosses, often as solo workers. Many of us work full-time as sole proprietors. Others have side jobs to supplement their wage-paying work. Being the boss of any type of one-person…

Gloria Swanson in Sunset Boulevard via Giphy Republican members of Congress returned to their districts this month, but some of their town hall meetings to tout the advantages of the One Big Beautiful Bill (OBBB) Act have not been that successful. It seems that many Americans don’t really like the bill, despite its continuation of the Tax Cuts and Jobs Act of 2017 individual tax rates and larger standard deduction amounts. Even some of the temporary tax benefits aimed at lower-to-middle-class workers have not been enough to sway the public’s perception. One of the issues is how the OBBB favors…

Multilingual services are on the chopping block following Donald Trump’s March 1 executive order designating English as the United States’ official language. But ending multilingual IRS services could have a large tax cost.

New tax provisions in the One Big Beautiful Bill (OBBB) Act mean some employees will be eligible for tax deductions related to tip income and overtime compensation.

Smartphone displaying a "Payment" screen with icons for various payment apps, positioned next to a 1099-K tax form. Relevant for financial transaction topics.

If you get 1099 forms for income you earn as an independent contractor and/or from thirdparty settlement organizations (TPSOs), then the One Big Beautiful Bill (OBBB) Act has some good news for you.

A real estate agent hands keys to a smiling couple outside their newly purchased home, with a "Sold" sign prominently displayed.

Donald J. Trump has been musing lately about making one of the best tax breaks for homeowners even better.

When Congress messes with the tax code, it’s good for one group: tax professionals. All the changes in the One Big Beautiful Bill mean that help from reputable tax advisers are needed more than ever.

Urgent letter from the IRS marked "DO NOT THROW AWAY!" indicating it's an important message related to tax matters.

You filed your tax return on April 15, and today a letter from the Internal Revenue Service showed up in your snail mail box.

Metal filing cabinets with numbered drawers labeled 24 and 37. The image conveys organization and archival methods relevant to document management.

It’s been more than a week since the tax documents you gathered helped you file your federal return. Now, what to do with all that tax-related material?

Photo by Ksenia Chernaya     While Department of Government Efficiency (DOGE) personnel are looking for Social Security benefits they believe were fraudulently sent to very old, probably deceased individuals, Uncle Sam’s official tax watchdog has a different take. The Treasury Inspector General for Tax Administration (TIGTA) recently examined situations where Uncle Sam owes taxpayers who passed away. TIGTA found, in its report 2025-IE-R12 issued March 12, that “Improvements Are Required to Promptly Validate and Issue Manual Refunds Associated With Deceased Taxpayers.” Overall, TIGTA’s analysis found that in the more than 440,000 final filings it reviewed, survivors were owed a total…

Doing your federal taxes for the first time? Sorry. But welcome to the taxpaying club. Here are some tips to make your membership easier.

When taxes are too overwhelming, you might be able to get free tax help at a local VITA or TCE site.

A snail with a striped shell slowly moves across lush green grass, showcasing its unique texture and pattern in a natural setting.

Few people like doing taxes, even when doing so will get them a refund.

Broken fortune cookie with a tax-related fortune reading, "The early bird gets the tax refund," surrounded by colorful icing and crumbs.

We’re into the second official day of the 2025 tax season and millions of taxpayers have already filed their returns. This post is not for you.

Sign reading "FREE" in bold letters, promoting an offer. A blurred background hints at a parking area or street setting, emphasizing availability.

Tax filing season 2025 officially starts today, Jan. 27.

Your answers to these tax-filing checklist questions can make the process easier, and could save you some tax dollars.

If you used Free File last year to complete your federal taxes, then the 2025 version, which opened today, is mostly déjà vu. The same eight tax software companies are participating. One of them will offer software for Spanish speakers. The main difference this year is that the Internal Revenue Service/Free File Alliance partnership can be used by taxpayers whose adjusted gross income (AGI) is $84,000. That’s five grand more than last year’s AGI threshold, but it still applies to all filers, regardless of filing status. Same 8 software options: The eight returning private-sector tax software companies that are part…

Colorful push pins and a pencil are arranged around a calendar on a bright green background, emphasizing organization and planning.

Millions of taxpayers already are filling out their 2024 tax returns. Now they just need to know when the Internal Revenue Service will start processing them.

January 1, 2025
A woman with curly hair and glasses speaks on the phone in a cluttered room, discussing W2 and W9 tax forms.

Another new tax year has arrived. And for the third consecutive year, it comes in on the heels of a year in which we didn’t see any major changes to the Internal Revenue Code

Woman in a red top organizes documents in a black filing box at a tidy home office, with a computer and framed photos in the background.

Tax season is done for most filers. We’ve made it through April’s main Tax Day, and this week’s extension filing deadline.

A young woman with curly hair sits at a desk, looking stressed and thoughtful while holding a pen, surrounded by notebooks and office supplies.

Tax season 2024 officially starts on Jan. 29, and millions of taxpayers are getting ready to deliver their returns that day to the Internal Revenue Service.

Tax Day comes four times a year for millions of taxpayers. We (yes, I’m one of them) must make these added payments to Uncle Sam. Here’s a look at these added tax tasks required on the 15th of each April, June, September, and January.

When it comes to paycheck tax withholding, you want to get it just right to avoid a bear of a tax problem. Here’s how to make the appropriate changes.

The tax code can help when it comes to some medical costs. One of the best tax breaks is the multi-tax-favored Health Savings Account.

A father helps his two children with reading homework at a table, fostering a supportive learning environment.

You’re married. You got married on Dec. 31. You’re a parent. You take care of an aging parent. You’re a single dad. You’re divorced. You got divorced on Dec. 31.

Reviewed and revised Feb. 23, 2024 You don’t have to have this many candles on your birthday cake to use Form 1040-SR. Hitting age 65 qualifies you to use file this new form. If there’s one Internal Tax Service constant, it’s that its myriad tax forms are always seem to change. Sometimes a lot. Sometimes just a smidge. That happened en masse in the wake of the wake of the Tax Cuts and Jobs Act (TCJA) of 2017. Back then, Uncle Sam’s tax collector that year proposed tweaks to the Form 1040 and elimination of three of the six schedules…

Colorful speech bubbles featuring the words "Who," "What," "When," "Where," "Why," and "How." Represents key questions for effective communication.

Every journalist, regardless of his or her beat, follows a time-honored template in crafting stories.

March 17, 2006

  Time. An artificial construct. A futile attempt by humans to control yet another immutable piece of the universe. What is a second, a minute, an hour, a year? Purely random segmentations that have no real meaning. At least that’s what I tell myself when my birthday rolls around. We have a clock that also has issues with time measurement. It’s a lovely handmade German timepiece that belonged to my grandmother. When I was young and living in the same small West Texas town as my grandparents, I was at their house often. And each time I was there, I…

February 2, 2006

Bet on it: The IRS will not collect on most of the Super Bowl wagers.

January 13, 2006

It’s Friday the 13th. I can hear Count Floyd now: “Oooohhhh. Scary.” It certainly is scary for some celebrities who are facing some potentially costly tax issues. Jury selection began this week for Richard Hatch, the first winner of CBS’s “Survivor.” The IRS contends that he didn’t pay taxes on his $1 million winnings from the popular show. But that’s not the only charge. The jury also will hear government evidence that Hatch spent money designated for a charity he created, filed false tax returns and committed bank, wire and mail fraud. What was he thinking? We first asked that…

The IRS is offering filers a MSRP for getting their taxes done.

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Hello Tax Season 2026

Happy New Tax Year! Are you ready to file your 2025 tax return? I know, too early to ask. But Tax Day 2026 will be here before we realize it. The Internal Revenue Service deadline to file and pay any tax we owe is the regular April 15 date this year. It’s also Tax Day for most of the states that collect income taxes from their residents, which is most of the states! If that seems too far away right now, don’t worry. As is the case every tax season, the ol’ blog’s tips and other tax reminders should help all of us meet our state and federal responsibilities. Procrastinators also will want to keep an eye on the countdown clock just below. It tracks how much time we have until April’s Tax Day, just in case we put off our annual tax task until the absolutely final hours and decide we need to instead get an extension request into the IRS by that date. (Note: I’m in the Central Time Zone, so adjust accordingly for where you live.)