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The IRS Is Sending Automatic Adoption Credit Refunds: What Families Should Know
The IRS has started sending automatic refunds to families who carried forward an Adoption Tax Credit. Here is who is affected, what notice to expect and how to avoid scams.
Ke'sha Dennis
7 hours ago3 min read
Social Security Is Rising 3.6% in 2027: What It Means for Your Taxes
The 2027 Social Security COLA is 3.6%. Here is how a bigger check can affect the tax on your benefits, plus the new wage cap and the senior deduction.
Ke'sha Dennis
5 days ago3 min read
Open Enrollment Season: What the 2027 HSA Limits Mean for Your Taxes
The IRS set 2027 HSA limits at $4,500 self-only and $9,000 family. Learn the new HDHP numbers and the rules that let more people use an HSA.
Ke'sha Dennis
Oct 143 min read
The Saver's Credit Is Becoming the Saver's Match in 2027: What to Know
Starting in 2027, a new federal Saver's Match can add up to $1,000 a year to an eligible person's retirement account. Here is who may qualify, the income limits, and the timeline.
Ke'sha Dennis
Oct 93 min read
Cybersecurity Awareness Month: How to Protect Your Tax Information Before Filing Season
October is Cybersecurity Awareness Month, and on October 2, 2026 the IRS used the occasion to remind taxpayers that criminals are still working hard to steal tax information. Filing season is only a few months away. Now is a good time to lock down the accounts and documents a thief would need to file a fake return in your name or take your refund. Here is a plain-language look at what the IRS and the Federal Trade Commission (FTC) recommend, plus the warning signs worth watch
Ke'sha Dennis
Oct 73 min read
Your October 2026 Money Briefing: The Oct. 15 Deadline, the New IRS App, and a New Tax Credit
Extension filers face an October 15 deadline, the IRS replaced IRS2Go with a new app, and a new K-12 scholarship tax credit is coming in 2027. Here is what each means for you.
Ke'sha Dennis
Oct 23 min read
The RMD Deadline Is December 31: What Happens If You Miss It
If you turned 73 this year, the IRS gives you until December 31, 2026 to take your required minimum distribution, or RMD, from most retirement accounts. If you turned 73 in an earlier year and have already started taking RMDs, that same December 31 deadline applies to you every year going forward. Missing it triggers a penalty that is easy to avoid once you know it is coming. An RMD is the minimum amount the IRS requires you to withdraw each year once you reach age 73, from a
Ke'sha Dennis
Sep 182 min read
IRS Notice CP2000: What It Means and What to Do Next
If a letter from the IRS labeled “Notice CP2000” just landed in your mailbox, take a breath. It is not a bill, and it is not an audit. It is the IRS telling you that the income reported on your tax return does not match the income reported to them by your employer, bank, or other payers. Understanding what it means, and responding correctly, is the difference between a quick fix and a costly mistake. What a CP2000 Actually Is The IRS receives copies of your W-2s, 1099s, and o
Ke'sha Dennis
Sep 52 min read
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