State/Local Feed

April 15 was Tax Day for most of us. That included President Joe Biden and First Lady Jill Biden, as well as Vice President Kamala Harris and Second Gentleman Doug Emhoff. When Biden and Harris took office, they reinstated the annual tradition of our country's top elected officials voluntarily releasing their tax filings. The 2023 tax year returns of the Bidens and Harris/Emhoff earn this weekend's Saturday Shout Out. You can see the details at the White House's official Tax Returns online page. In addition to this year's filings, there are links to the returns filed by the president and... Read more →


Photo by Ketut Subiyanto The Internal Revenue Service's big tax party was yesterday and you didn't RSVP. Not even by filing Form 4868 to get an extension to show up as much as six months later. In fact, you didn't attend the Tax Day soiree at all. Maybe you had a good reason for not filing a Form 1040 on April 15. Maybe you simply forgot. Or maybe you started your return and got discouraged. While the IRS won't take your failure to file your return and pay any tax you owe personally, the agency isn't going to overlook your... Read more →


Federal tax returns get most of the attention during the annual tax season. That's because Uncle Sam's individual income tax laws apply across the country. But state taxes also are demanded of most Americans. And in most of the 43 states and District of Columbia that tax some type of individual earnings, April 15 also is the due date. No individual income tax states: The only states with no personal income tax at all are Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, and Wyoming. Tax savvy readers probably noticed that the Evergreen State is not on that list. That's because... Read more →


Millions of people will be celebrating on Monday, April 15. The arrival of Tax Day means they are done with dealing with the Internal Revenue Service for another year. For many others, however, it's just the beginning of another round of collections. The annual federal filing (and paying) deadline also is the start of the current year's estimated tax payment cycle. Extra payments for certain income: The U.S. tax system is pay as earn. That's taken care via paycheck withholding if you're an employee. But even if you have a job where income (federal and state, if applicable) tax is... Read more →


A fourth, and final, Taxpayer Assistance Center (TAC) Saturday opening is set for May 18. Photo by Tim Mossholder on Unsplash The third round of special Taxpayer Assistance Center (TAC) Saturday openings is this weekend, April 13. But don't let the date confuse you. Just because Internal Revenue Service reps will be available to help taxpayers who live near the TACs open across the United States, the District of Columbia, and Puerto Rico on April 13 doesn't mean the tax agency staff will help filers complete 2023 tax returns (or extension requests) due on Monday, April 15. They won't. These... Read more →


Updated Thursday, April 4, 2024 via GIPHY Tax Day is less than two weeks away, but some aren't sweating the April 15 filing deadline. They have more time to complete their tax paperwork and, in some cases, may any associated payments. Here's a look at the special situations where taxpayers have more time to file their federal tax returns. International, including military, taxpayers: When it comes to individual taxes, the tax code doesn't care where you live. If you're a U.S. citizen or resident alien, including those with dual citizenship, you must pay tax to Uncle Sam even if you're... Read more →


Daisies enjoying the result of an April shower. (Photo by Kay Bell) Tax Day is almost here, no fooling! We've readjusted, after the COVID-19 pandemic delays, to having Tax Day fall in the middle of this fourth month. This year, it's officially April 15 again for most of us. So filing our return or extension request by then obviously is a prime focus. But there are some other tax matters to consider or complete this April 2024. Here are six. 1. Finish (or start) your 2023 return. Tax Day is just 14 days away, and the Internal Revenue Service is... Read more →


The Nov. 20, 2023, landslide near Wrangell, Alaska. (Image courtesy Alaska Department of Transportation and Public Facilities) Residents of Hawai'ian counties that were devastated by wildfires in 2023 got a bit a good news from the Internal Revenue Service last week. The tax agency now is giving them until Aug. 7 to complete some tax filing and payment tasks. Tribal Alaskans who sustained damages from severe storm-induced land- and mudslides also get more tax time. Their new tax deadline is July 15. As is the usual procedure, the IRS tax relief decisions follow official declarations by the Federal Emergency Management... Read more →


The Internal Revenue Service IRS is expected to process more than 160 million individual and business tax returns this filing season. Through March 15, the IRS had received nearly 71.6 million individual returns. Some taxpayers probably put off filing in the hopes that the Tax Relief for American Families and Workers Act would be enacted by Tax Day. Several of its provisions could help both personal and business filers. Whether that will happen is still unclear, as the tax bill that cleared the House has hit a lot of speed bumps in the Senate. Other taxpayers, however, aren't that concerned... Read more →


Photo by Karolina Grabowska Millions of U.S. taxpayers are concentrating right now on their current tax return filing. But another sizeable group who didn't older returns also have some tax work to do. Almost 940,000 people across the nation have unclaimed refunds for tax year 2020. They missed out on that money because they didn't file a Form 1040 back in May 2021. They still have time to collect their part of the just more than $1 billion in old unclaimed refunds, but it's running out. The Internal Revenue Service says the median old, unclaimed refund amount from three years... Read more →


The Internal Revenue Service has held two special walk-in Saturdays this year at its Taxpayer Assistance Centers (TACs) across the United States. Two more are scheduled for April and May. The no-appointment-needed sessions are welcomed by taxpayers who need help (note, however, that the TAC reps aren't offering tax return filing assistance), as long as you can find them. A recent report by the Treasury Inspector General for Tax Administration (TIGTA) found that's not always easy, especially if you search online for a TAC office. Issue reported by the IRS: To the IRS' credit, the agency brought this concern to... Read more →


Expensive homes are subject to higher mansion taxes in 17 locales across the United States. (Photo by Daniel Barnes on Unsplash) A couple of weeks ago, I blogged about growing opposition to higher taxes on expensive real estate in Los Angeles and Chicago. So naturally, a recent Institute on Taxation and Economic Policy (ITEP) piece on these so-called mansion taxes caught my eye. Local mansion taxes have been around since 1982, notes ITEP local policy analyst Andrew Boardman in his article for the Washington, D.C.-based nonprofit. However, the momentum for them has built in recent years. Nearly all of today's... Read more →


The first Direct Filer was a satisfied IRS employee who got a $400 tax refund. However, GOP opponents of the program say it was wrongly established and misspends tax dollars. Following a soft launch, the Internal Revenue Service today, March 12, officially opened Direct File to all eligible taxpayers in the pilot program's 12 participating states. The no-cost tax preparation and e-filing program cuts out the commercial tax middleman, allowing certain taxpayers able to complete their annual filing task by dealing, as the name says, directly with the IRS. Right now, that's only taxpayers in 12 states with relatively simple... Read more →


Two more IRS Taxpayer Assistance Center (TAC) Saturday openings are scheduled for April 13 and May 18. Photo by Tim Mossholder on Unsplash The Internal Revenue Service's second special Saturday openings this year of Taxpayer Assistance Centers (TACs) will be this Saturday, March 16. As with the February event, and the two openings in April and May, there's no need for taxpayers to make appointments. They can just walk into the TACs, which will be open from 9 a.m. to 4 p.m. local time, for help. The following 70 TACs in 34 states, the District of Columbia, and Puerto Rico... Read more →


Photo by Caleb Cook on Unsplash Back in February in posting about tax relief for Maine residents who endured flooding, I predicted that some Californians would be joining the growing group of storm-struck areas granted more time to file 2023 returns. That wasn't a bold prediction. I've been weather and tax watching for decades, so I was confident in my tax forecast, which was correct. But some southern Californians who were hit by the recent historic rains aren't the only ones for whom the IRS has granted tax relief and a new June 17 tax filing and payment deadline. Some... Read more →


(Photo by Kindel Media) Spring break is here. In the Austin, Texas, area that means South By Southwest. And the Austin Rodeo. Plus, in less than a month, millions will experience the last major solar eclipse for 20 years to cross North America, including some prime viewing here in parts of Texas. Yes, the Lone Star State's capital city is in the path. And all this means, in addition to worse traffic, that a lot of property owners will be making some big, and tax-free, bucks. They are or soon will be making their homes available as short-term rentals. Tax... Read more →


Photo by Anastase Maragos on Unsplash The Internal Revenue Service has been making the news (and blogs) recently for its efforts to get more money from wealthy taxpayers. The new IRS revenue collection initiatives — new audits of business aircraft use and collection notices to wealthy non-filers — piqued my curiosity about other tax matters that focus on the rich. I found a few — seven actually — and am sharing them in this weekend's Saturday Shout Outs. Let's start with the man who heads the IRS. After the aircraft audit announcement, CNBC Wealth Editor (what a cool job title!)... Read more →


Update, Wednesday, March 20, 2024: The ruling that the Chicago housing ballot measure was invalid was overturned on March 6 by the Illinois First District Appellate Court, so the matter went to the city's voters on March 19. The latest count shows it failing by a 54 percent to 46 percent margin. The election board will finalize vote totals by April 9. Photo by Rachel Davis on Unsplash A person's home is the owner's castle. Some homeowners think that's how tax collectors view their properties, especially when it comes to real estate tax assessments. In some places, local officials want... Read more →


Update, Monday, March 4, 2024: Attention my fellow Texans and taxpayers in 11 other Direct File pilot states, I got an email today from the IRS letting me know that the program is now accepting returns from eligible new participants. You can find more on this free, direct to the IRS tax preparation and e-filing option in this post, as well as at the IRS.gov Direct File page. A recent poll indicates most taxpayers support a direct-to-IRS option Direct File, the Internal Revenue Service's pilot program that will let some taxpayers in 12 states prepare and submit their 2024 tax... Read more →


Taxpayer Advocacy Panel (TAP) members adorn the cover of the federal tax advisory committee's 2022 report. Do you constantly look at things and think, I know how to make that better? Then the Internal Revenue Service wants you. Specifically, the IRS' Taxpayer Advocacy Panel (TAP) wants you. This all-volunteer group with members from across the United States, Washington, D.C., and Puerto Rico is committed to improving the IRS and the U.S. tax system. An additional member represents the interests of taxpayers working, living, or doing business abroad. "TAP volunteers consistently work to identify issues, and most importantly, come up with... Read more →