Podcast Episodes
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1099-K Forms: Don’t Ignore Online Payment Income
Dr. Friday explains why 1099-K reporting matters for people selling online or earning through apps. She warns that ignoring these forms can lead to I…
1 month, 4 weeks ago
IRS Modernization Still Needs Better Phone Support
Dr. Friday reviews IRS modernization efforts like expanded e-filing and faster processing. She points out that it can still be difficult to reach an …
1 month, 4 weeks ago
Estate and Gift Exclusion Stays High in 2025
Dr. Friday explains that the higher estate and gift tax exclusion continues and rises with inflation. She shares why this helps families plan wealth …
2 months ago
Avoid Paying Back Marketplace Premium Credits
Dr. Friday explains why the premium tax credit through the Marketplace can be confusing and how it is based on your taxable income. She warns that in…
2 months ago
Tax-Free Transit and Parking Fringe Benefits
Dr. Friday explains how employer-provided commuting benefits like transit passes and workplace parking can be tax-free. She notes that inflation adju…
2 months ago
Social Security Wage Base and Medicare Taxes
Dr. Friday explains how the Social Security wage base keeps rising and can increase payroll taxes for many workers. She also notes that Medicare tax …
2 months ago
Capital Gains Rates and the 3.8% NIIT
Dr. Friday explains that long-term capital gains rates still generally fall into the 0%, 15%, and 20% brackets. She also reminds higher earners to fa…
2 months ago
Get Your Tax Documents Organized for Filing
Dr. Friday closes out January by reminding listeners that tax season is underway. She shares a simple system for gathering W-2s and 1099-Rs and using…
2 months, 1 week ago
Know Your Income to Maximize the EITC
Dr. Friday explains why knowing your earned income and investment numbers matters for tax planning. She shares how tracking those numbers can help ma…
2 months, 1 week ago
Divorce Date Determines Your Filing Status
Dr. Friday explains how marriage and divorce affect your taxes, especially filing status. She clarifies that a divorce at any point in the year count…
2 months, 1 week ago