Talking Tax Forms 2022

Broad City image via Giphy.com

It's finally 2022! Here's hoping that unfulfilled wish from 2021 is finally granted this year. You know the one, that we'll finally be done with COVID-19.

Until that happens, though, we've got to muddle through, both life and taxes.

And one thing is always the same when it comes to taxes. There are always forms, and they are always being tweaked.

OK, that's two things about forms. And that second thing, the changes, is why I'm continuing the ol' blog's special page on tax forms. This feature is now in its third year, evolving (like Internal Revenue Service paperwork) from Tax Form Tuesday in 2020 to Tax Forms Fiesta! in 2021.

On this 2022 iteration, you'll find posts that mention, and sometimes focus on, IRS forms you might run across while filing.

Some are documents you have to complete. Others are the statements (or forms) that you'll get to help you file your return.

While I'm filling out this new Talking Tax Forms 2022 page, you can always peruse the forms that were featured in the aforementioned 2020's Tuesdays and 2021's Fiesta!.

Keep an eye out for IRS letters on COVID relief money, advance Child Tax Credit payments (Form 1040 and Schedule 8812; posted Jan. 4, 2022)
Tax statements you need to file your 2021 return (W-2, W-G, 1095 series, 1098 series, 1099 series, Forms 5498 and 5498-ESA, Letter 6419, Letter 6475, and Schedule K-1; posted Jan. 11, 2022)
Final 2021 estimated tax payment due Jan. 18 (Form 1040-ES; posted Jan. 14, 2022)
Free File 2022 is open; 8 companies offer no-cost tax software (Form 1040, state returns, and tax software; posted Jan. 15, 2022)
Standard deduction amounts for 2021 tax returns (Forms 1040 and 1040-SR; posted Jan. 23, 2022)
Recovery Rebate Credit on 2021 tax return could help get missed COVID stimulus money (Form 1040; posted Jan. 26, 2022)
IRS halts issuance of automated 'missing tax return' notices (IRS Notice CP-80; posted Jan. 27, 2022)
A look at EITC changes on this year's EITC Awareness Day (Schedule EIC; posted Jan. 28, 2022)
Personal cash app transfers are NOT part of new IRS reporting rule (Form 1099-K; posted Jan. 30, 2022)
Made a tax return mistake? Fix it by X-filing an amended return (Form 1040-X; posted Feb. 2, 2022)
Tracking down 2020 — yes, two-year-old — missing EIPs (Form 3911; posted Feb. 9, 2022)
IRS suspends issuance of 14 more taxpayer notices (IRS Notices; posted Feb. 11, 2022)
Reporting gambling winnings, other income on Schedule 1 (Form 1040 Schedule 1; posted Feb. 12, 2022)
IRS sending 1099-INTs to taxpayers who got interest added to tax refunds (Form 1099-INT; posted Feb. 14, 2022)
What to do if you're still missing your W-2 (Form 4852; posted Feb. 23, 2022)
No itemizing needed to claim these 25 tax deductions (Form 1040, Schedule 1; posted March 14, 2022)
Owe the IRS? Got a big refund? Adjust your withholding (Form W-4; posted March 17, 2022)
7 ways to pay your tax bill (Form 1040-V; posted March 22, 2022)
11 medical costs that could make itemizing the best tax Rx (Form 1040, Schedule A; posted March 29, 2022)
Simplified home office tax deduction pays off for some small businesses (Form 8829 and Schedule C; posted March 30, 2022)
Options if you can't pay your tax bill in full (Form 9465 and Forms 433-A, 433-B and 433-F; posted April 7, 2022)
April 18 also is deadline to file FBAR foreign assets report (FinCEN Form 114; posted April 8, 2022)
Taxpayers abroad get until June 15 to file tax returns (Form 4868 and Foreign Earned Income Exclusion; posted April 10, 2022)
Maximizing your itemized tax deductions (Form 1040, Schedule A; posted April 12, 2022)
A quick estimated tax Q&A in advance of the April 18 deadline (Form 1040-ES; posted April 13, 2022)
Need more time to file your 1040? Submit Form 4868 (Form 4868; posted April 14, 2022)
IRS won't accept checks of $100 million or more (Form 4868 redux; posted April 17, 2022)
IRS refund late? At least you'll get some interest, which so far has totaled $3.3 billion (1099-INT; posted May 14, 2022)
$163 billion in unemployment fraud run up during pandemic (1099-G; posted May 15, 2022)
NM wildfire victims get Tax Day, other filing/payment deadlines, pushed to Aug. 31 (Form 1040-X; Form 4506, Request for Copy of Tax Return; Form 4506-T, Request for Transcript of Tax Return; posted May 17, 2022)
5 tax considerations for young workers and their parents (Form 1040 Schedule C; Schedule SE; W-4; posted June 8, 2022)
Taxpayer Advocate urges more tax e-filing options; IRS provides additional electronic 1040-X forms (Form 1040-X redux; Form 1040-NR; posted June 23, 2022)
IRS approves some fake charities. What's a donor to do now? (Form 1023; Form 1023-EZ; posted July 6, 2022)
OK & MT severe weather victims get IRS tax relief, new filing deadlines (Form 1040-X redux; Form 4506, Request for Copy of Tax Return redux; Form 4506-T, Request for Transcript of Tax Return redux; posted July 8, 2022)
Kentucky flood victims get new Nov. 15 tax deadline (Form 1040-X redux; Form 4506, Request for Copy of Tax Return redux; Form 4506-T, Request for Transcript of Tax Return redux; posted Aug. 4, 2022)
Missouri flood victims get new Nov. 15 tax deadline (Form 1040-X redux; Form 4506, Request for Copy of Tax Return redux; Form 4506-T, Request for Transcript of Tax Return redux; posted Aug. 10, 2022)
Educators' expenses tax deduction rises (finally!) to $300 (Form 1040, Schedule 1; posted Aug. 15, 2022)
Welcome federal student debt relief could create some state tax issues (Form 1099-C, Cancellation of Debt; posted Aug. 27, 2022)
Teachers deserve more than the current paltry tax deduction for classroom costs (Form 1040, Schedule 1; posted Sept. 10, 2022)
Some Mississippi taxpayers get more time to file in wake of Jackson's water crisis (Form 1040-X redux; Form 4506, Request for Copy of Tax Return redux; Form 4506-T, Request for Transcript of Tax Return redux; posted Sept. 13, 2022)
Feb. 15, 2023, new tax deadline for hurricane-hit Puerto Rico (Form 1040-X redux; Form 4506, Request for Copy of Tax Return redux; Form 4506-T, Request for Transcript of Tax Return redux; posted Sept. 20, 2022)
Texas BBQ joint employees finally get improperly distributed taxable tips (Form 4070A, Employee's Daily Record of Tips; Form 4137, Social Security and Medicare Tax on Unreported Tip Income; posted Sept. 21, 2022)
4 ways to authorize a tax representative (Form 2848, Power of Attorney and Declaration of Representative; Form 8821, Tax Information Authorization; Form 1040; posted Sept. 26, 2022)
IRS stepping up crypto info and tax collection (Form 1040 tax year 2022; posted Sept. 27, 2022)
New gig economy reporting law could create tax confusion for online sellers of personal property (Form 1099-K, Payment Card and Third-Party Network Transactions; posted Oct. 1, 2022)
Texas border troops could face surprise tax bills due to underwithholding error (Form W-4, Employee's Withholding Certificate; posted Oct. 6, 2022)
FBAR extended filing deadline is Oct. 17 (FinCEN Form 114; posted Oct. 11, 2022)
IRS warns that tax refunds in 2023 might be smaller. Here are 3 reasons why (Form 1099-K, Payment Card and Third Party Network Transactions; Posted Dec. 4, 2022)
What to do if your 1099-K is not OK (Form 1099-K, Payment Card and Third Party Network Transactions; Posted Dec. 5, 2022)
IRS seeking new ETAAC members to help it achieve its electronic goals (Form 13768, Electronic Tax Administration Advisory Committee [ETAAC] membership application; posted Dec. 9, 2022)
Reporting holiday and year-round taxable tip income (Form 4137, Social Security and Medicare Tax on Unreported Tip Income; posted Dec. 13, 2022)
Heat pumps get special tax break in Inflation Reduction Act's home energy enhancements (Form 5695, Residential Energy Credits; posted Dec. 22, 2022)
IRS will delay $600 1099-K reporting for a year (Form 1099-K, Payment Card and Third-Party Network Transactions; posted Dec. 23, 2022)
Make retirement plans now to claim the Saver's Credit (Form 8880, Credit for Qualified Retirement Savings Contributions; posted Dec. 28, 2022)

And if you want more info on other forms not featured here, check out the ol' blog's Forms category. It will show Tax Form Fiesta! entries, as well as other tax documents that I've posted about over the years, with the newest post first. Just keep scrolling.

Today's Tax Tip

Tips to meet Oct. 15 extended filing deadline — Today is Columbus Day, a federal holiday. But there’s no holiday break for taxpayers who are waiting until the last minute to file their extended 2023 tax return. Here are some tips to help you finish the job by tomorrow’s Oct. 15 deadline. (Oct. 14, 2024)
The 2024 Tax Tips offer ways to file your annual return, along with post-filing advice, important tax news and, of course, ways to cut your current tax year bill. You'll find the monthly assemblages on their own respective pages: January, February, March, April, May, June, July, August, September, October, November and December. Remember, tax tasks and tips don't stop after you file your annual return!

All About Kay

OK, some about Kay

Kay Bell — Native Texan
(the blog title totally makes sense now, right?). Professional journalist. Tax geek.
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Tick ... Tick ... Tick

Tax Season 2024 continues!

We made it. Tax Day 2024 is finally over. For most of us. An estimated 19 million taxpayers got an extension to file their 2023 tax year return. That's fine.
In fact, the Internal Revenue Service appreciates some of us spreading out our filings. It gives the agency time to process the surge of returns
that came in on April 15.

But enough about Uncle Sam's tax collector and its issues. The focus now is on all y'all who filed for extensions, giving you another six months to complete your return. Let's get started on meeting that new Oct. 15 deadline. It will be here before you know it.

The monthly tips and reminders a little further down this column can help you finish up your Form 1040. There also will be tax tidbits each month that make sure you meet other tax deadlines. And, of course, you'll find advice on ways to cut your still adding up 2024 tax bill.

Finally, keep an eye on the countdown clock below. It will help you track yet more days tick, tick, ticking off toward that absolutely final fall filing due date.
Note: I'm in the Central Time Zone, so adjust accordingly for where you live.

Time for Tax Tasks

👻 👻 👻 👻 👻
Hello Boys & Girls & Ghouls!
Spooky October is here!
👻 🕷️ 🎃 🕸️ 👻

Halloween, of course, is one reason that October is the most BOOtiful month of the year.
But the impending Oct. 15 extended tax filing deadline also is pretty darn scary!

Read about the history of jack o'lanterns

There’s no way to escape the seasonal 😱 frights. But the October tips below should help ease any tax fears this month.
Oct. 1: OK, let’s cut to the October chase. The deadline for most procrastinators to file their extended 2023 tax year returns is just 15 days away. Whether you’re just starting on that Form 1040 (really?) or just need to add the finishing touches, check out the ol' blog's monthly tax tip links a bit higher up in this column. The January through April ones that focused on the main Tax Day deadline should be most helpful.

Most taxpayers file electronically, and the Internal Revenue Service’s Free File option is still available through Oct. 15 for taxpayers with adjusted gross income of $79,000 or less, regardless of your filing status.

One of the eight tax software companies participating this year should meet your no-cost filing needs. If your income is too high, you still can file for free by using Free File's Free Forms option.

Oct. 7: Halloween brings us all types of scary situations, but Mother Nature can be a true witch. She showed her dark side late last month as deadly and devastating Hurricane Helene made landfall in the Florida Big Bend, and then barreled through the south. Even as rescue and recovery efforts continue for Helene, our eyes remain on the tropics. Hurricane season runs through Nov. 30 and late-season storms are not uncommon. So, if you haven’t already, make your storm preparations.

We’re still far from the predicted number of tropical systems for the 2024 season. Uncle Sam's official forecasters at the National Oceanic and Atmospheric Administration (NOAA) Climate Prediction Center said we could get 17 to 25 total named storms, which are those with winds of 39 mph or higher. Of those, eight to 13 are forecast to become hurricanes, meaning winds of 74 mph or higher. Four to seven becoming major hurricanes; that’s category 3, 4 or 5, with winds of 111 mph or higher.

Here’s hoping their storm predictions were too high. But regardless of the count, it only takes one to wreck your world. So, get ready for whatever dangerous weather that’s common where you live. If that is hurricanes, the countdown clock above can help you keep track of how many more days you have to worry about tracking any size or type of tropical storms. You also might want to check out the ol' blog's special Storm Warnings collection of special pages with posts offer tax advice on preparing for, recovering from, and helping those who sustain damages from the many ways that that weather goes wild.

Oct. 10: Do you work as a server at a restaurant or at any other establishment where gratuities from customers are part of your compensation? I hope you get all the tips you deserve for doing your job well. Remember, though, that those tips are taxable income.

Whether you're dining at your favorite eatery or getting food delivered to your home, if a tip isn't included on your restaurant or delivery bill, click the image above to calculate how much to tip the person who brought it to you.

And if you got at least $20 in gratuities in September for your extraordinary services as a food server or hair stylist or parking valet or whatever job where tipping is common, you must report that amount by today. Use Form 4070 to let your employer know the total tips you took in last month.

Oct. 14: Today is the federal Columbus Day holiday. Yes, that is what is still officially on the federal calendar. But many states, cities, and even the White House now also designate today as Indigenous People's Day.

If today is a holiday for you, it’s the perfect time to finish up your extended 2023 tax return. You must get the form to the IRS by tomorrow, or at least have the envelope postmarked 10/15 if you are snail mailing a paper tax return, or you’ll get hit with late-filing and, if you owe more than you paid when you got your extension, late-payment penalties and interest charges. So get to work! See the Oct. 7 info for some help here.

Oct. 15: It’s extension Tax Day!
File. Now!

Oct. 21: With your 2023 tax return finally done, it's time to work on reducing your 2024 tax bill. One way to do that is to reduce your taxable income, but in a way that’s to your benefit. Yes, I’m talking about contributing to your retirement plan(s), either your workplace 401(k) and/or a traditional or Roth IRA .

Oct. 28: Been seeing some frost on the pumpkins or whatever you grow in your yard? That’s a signal to get yourself and your home ready for the coming colder weather. The Inflation Relief Act includes extension of older and addition of new energy-related tax breaks, including some for residential energy improvements.

Oct. 31: Boo and Happy Halloween! No time for taxes today. Got to get your costume ready for tonight’s trick-or-treating with the kiddos, or if you’re on your own, for that theme party with a cauldron of some fitting potent potable! Whichever way you celebrate, have fun and stay safe!

Small Business Tax Calendar: Important filing, deposit and record keeping dates throughout the year that your company needs to know. You can get more tax calendar information at the IRS' online calendar page and view the full year's important business and individual tax dates in IRS Pub. 509.

State Tax Help

Don't forget your state taxes!
Forty-three states and D.C. collect personal income taxes. But even if you live in of the seven states without an income levy, you still face other state (and local) taxes.

State Tax Departments provides links to your state's Web page. The companion page, Tax Tidbits, is the compilation of blurbs about each state's tax laws. And for more state tax news, check out all our state tax bloggings.

Tax Forms

Thanks to our increased use of tax preparers and computer software, many of us don't see our tax forms until we sign and file them. But knowing what's on these documents, either in paper or digital form, and why the IRS wants it is key to understanding our tax system. And knowledge definitely is power, especially when it comes to tax savings. Find this valuable information in the ol' blog's special Tax Forms 2024 page.

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Tax Reading Room
You also might enjoy these other tax tips from some of my tax-writing colleagues:
J.K. Lasser 2024 Taxes
Taxes for Dummies 2024
Tax Savvy for Small Business

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I gotta tell ya ...

AKA Disclaimer:

I am a professional journalist who has been covering tax issues since 1999. I am not a professional tax preparer.

The content on Don't Mess With Taxes is my personal interpretation and opinion based on my study and understanding of tax laws, policies, and regulations. It is provided for your private, noncommercial, educational, and informational purposes only. While I work to ensure each post's accuracy, the items are not recommendations of any specific tax action(s) you should or should not take. Similarly, mentions of commercial tax products or services are not endorsements.

In other words, my ramblings on the ol' tax blog are free advice, and you know what they say about getting what you pay for. That's why when it is time for you to file your own taxes, I urge you to get additional, professional, paid-for guidance from an accountant, Enrolled Agent, or other reputable, qualified tax preparer who is familiar with your individual tax circumstances.

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COVID-19 & Taxes

Coronavirus has wreaked havoc
on the 2020 and 2021 tax seasons.
These five Coronavirus (COVID-19) and Taxes pages have details:
March-July 2020
August-December 2020
January-December 2021
January-December 2022
…and so it continues into 2023
…and, alas, into 2024
You can find medical coronavirus resource links in the next section.

COVID-19 Resources

Need help finding a coronavirus vaccine in the United States?
Call 1-800-232-0233
or TTY 1-888-720-7489.
More information and resources at:
CDC Vaccines
CDC Booster Shots
HHS Combat COVID
USA.Gov COVID Info

October 2024

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Photo by Kay Bell
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Tell it to the Hill

While it's easy to rail at the IRS, for the most part we can thank — or blame — Congress and the White House for our tax laws. So if you have an issue with tax legislation or want a tax bill passed, you need to let your federal legislators and the White House occupant know of your concerns. You can find out who in Washington, D.C., to contact (and how), as well as get information on your local lawmakers for matters, tax or otherwise, closer to home, at USA Gov.

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