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Tax Refunds

5 Ways the IRS Scammers Could Have Stolen All Those Tax Returns

Adam Levin | Posted 06.04.2015 | Crime
Adam Levin

Whether data compromises give rise to breaking news stories or pounding headaches, anything less than a zero-tolerance attitude toward identity-related crimes won't get us to the place we need to be.

The IRS Data Theft and Putin's Red Notice

Harlan Green | Posted 05.28.2015 | World
Harlan Green

It has to be more than a coincidence that the recent cyber theft of IRS tax data has been traced to Russian criminals. IRS investigators believe the identity thieves who stole the personal tax information of more than 100,000 taxpayers are part of a sophisticated criminal operation.

5 Smart Ways To Spend Your Tax Refund | Posted 06.30.2015 | Money

Regardless of how you choose to spend your tax refund, the most critical tip is that you make a conscious decision about how to use that money.

5 Things You Need to Know Before Filing a Tax Extension

Lisa Greene-Lewis, CPA | Posted 06.14.2015 | Money
Lisa Greene-Lewis, CPA

Tax day is here, and while it's always a good idea to file as soon as possible, there could be reasons you may need some extra time. If you're left scrambling, here are five things you should consider.

Filing Late? Get Your Tax Refund Faster With Prepaid Credit Cards

Kari Luckett | Posted 06.10.2015 | Money
Kari Luckett

Receiving your tax return on a prepaid card is a great alternative for those who don't have a traditional checking account and don't want to wait for their check via snail mail.

TurboTax Answers 5 Most Commonly Asked Tax Questions

Lisa Greene-Lewis, CPA | Posted 06.08.2015 | Money
Lisa Greene-Lewis, CPA

What are the most common tax questions from taxpayers? Here is a look at this season's top five most frequently asked tax questions and answers.

The Best Thing I Ever Did With My Tax Refund

GOBankingRates | Posted 06.07.2015 | Money

Examining the money habits of personal finance experts can give insights into what responsible money management looks like in the real world. We asked 15 personal finance experts, "What is the best thing you ever bought with your tax refund?"

Keep Calm and Git 'em Done

Mark Steber | Posted 05.27.2015 | Money
Mark Steber

You have about two weeks left before your taxes are due; here are some quick tips to getting 'em done, getting any refund you are due quicker, and setting yourself up for next year.

Should You Take the Bigger Tax Refund or Paycheck? [Debate]

Casey Bond | Posted 05.26.2015 | Money
Casey Bond

Are your personal finances a highly-organized, well-oiled machine? Or is there a lot of room for improvement? The answer to that question is more important than you might think, especially during tax time.

The Solution to Tax Identity Theft: Slower Refunds

Adam Levin | Posted 05.05.2015 | Business
Adam Levin

The refund process as it stands now makes sense only as the quaint relic of simpler times. It's the epitome of an analog approach getting trounced by our digital reality. Not to put too fine a point on it, I believe look-back compliance should go the way of the horse and buggy.

Taxes: DIY or Tax Pro?

Mark Steber | Posted 04.01.2015 | Business
Mark Steber

As I mentioned, it could be a very complicated season - late law changes, the Affordable Care Act rules, and much reduced IRS resources. It's the perfect storm for potential taxpayer confusion, problems filing tax returns, and delayed refunds.

4 Reasons Why You Should Start Your Tax Return Even Earlier This Year

Lisa Greene-Lewis, CPA | Posted 01.29.2015 | Money
Lisa Greene-Lewis, CPA

The IRS began accepting e-filed tax returns last week, officially kicking off the 2015 tax season! Historically, taxpayers file their tax returns as s...

You Can Now Get Your Tax Refunds In Cash At Walmart

The Huffington Post | Jillian Berman | Posted 01.20.2015 | Business

This tax season, Walmart is luring shoppers into stores with cash -- their own cash.

2015 -- Happy New Year, Happy Tax Fitness!

Mark Steber | Posted 03.16.2015 | Business
Mark Steber

One of my resolutions is to help as many people as possible achieve one of the most common resolutions American's make: financial fitness. Was it on your list or should it have been?

Should You Use Savings to Pay Off Debt?

David A. Dedman | Posted 02.01.2015 | Money
David A. Dedman

It's not an either-or question. It's both. You really need to save and reduce debt. Easier said than done, right? It can be done, you just have to make some sacrifices today to get yourself in a better situation for a financially secure future.

Stop Hating, Millennials Spend Tax Refunds (and Money) Smarter Than You Think

Kara Kamenec | Posted 06.17.2014 | Money
Kara Kamenec

We are a generation of maximizers, and it's both a blessing and a curse. Sure, we can identify what we like, online, on our phones and in store, but liking a product simply isn't enough to make us buy it.

Wondering What to Do With That Tax Refund?

Ishani Banerji, Ph.D. | Posted 06.15.2014 | Money
Ishani Banerji, Ph.D.

There seems to be a general belief around this time of the year that if you're getting a refund, then you should spend it on something fun. All the ads urging us to go out and splurge certainly seem to think so. But is that really the case?

5 Smart Ways to Spend (or Save) Your Tax Refund

Lisa Greene-Lewis, CPA | Posted 06.14.2014 | Money
Lisa Greene-Lewis, CPA

The first income tax day in U.S. history was on March 1, 1914. Four years later, Congress passed the "Revenue Act," which moved tax day forward by two weeks to March 15, where it remained in effect until 1955. Why the change to April 15?

Tax-Refund Travel Deals for 2014

Travelzoo | Posted 06.14.2014 | Travel

This year's average tax refund is about $3,000 so far, according to USA Today. Lucky recipients of the coveted U.S. Treasury check will find some ...

Last-Minute Tax Strategies To Be Retirement Ready

James Nichols | Posted 06.11.2014 | Money
James Nichols

Abraham Lincoln once said, "You cannot escape the responsibility of tomorrow by evading it today." Following these tips can help you conquer the panic today of tomorrow's tax-filing responsibility while simultaneously building your nest egg and driving increased retirement readiness.

Manilla Mini: The Smartest Ways to Spend Your Tax Refund | Posted 05.19.2014 | Money

So, you just got your tax refund in the mail. What are you going to do with it? Chances are you'll probably end up spending it on something you don't really need. Why not make your money work harder for you?

A Common Mistake People Make On Their Taxes (VIDEO)

Posted 03.03.2014 | MarloThomas

When it comes to tax advice, personal finance expert Suze Orman had quite an interesting spin on tax refunds to share with us. “Here's the botto...

Smart Tips for Your Tax Refund

Diane Morais | Posted 04.14.2014 | Money
Diane Morais

While few people will regret saving money, another wallet-friendly option is to invest your tax refund into money-saving projects, such as energy efficient home improvements. In addition to helping reduce utility costs, you may qualify for a tax credit.

It's the Most Wonderful Time of the Year

Mark Steber | Posted 04.05.2014 | Business
Mark Steber

Every year the rules are different and other considerations related to filing your tax return and paying the least you can or getting the biggest refund you can are changing and constantly new and confusing, so like most taxpayers, you probably have a lot of questions.

Big Tax Refunds Really Are Good

Mark Steber | Posted 03.25.2014 | Business
Mark Steber

For many taxpayers, the income tax return and corresponding income tax refund is the largest single financial transaction of the year -- both in size and complexity. It deserves focus and attention, both during the tax return preparation and afterwards managing the tax refund responsibly.