Year-round tax planning pointers for taxpayers

Tax Tip 2024-52, May 22, 2024 — Here are some simple things taxpayers can do throughout the year to make filing season less stressful.
General Information
Individuals

Year-round tax planning tips for taxpayers

Tax Tip 2025-38, June 11, 2025 — Here are some simple things taxpayers can do throughout the year to make next filing season less stressful.
General Information
Individuals

Frequently asked questions on the Estate Tax Closing Letter

This page provides questions and answers on how to obtain an estate tax closing letter through Pay.gov.
General Information
Self-Employed, Small Businesses

Retirement plan reporting and disclosure

Retirement Plan Reporting and Disclosure
General Information
Administrators

Helpful tips for effectively receiving a tax refund for taxpayers living abroad

Tips for direct deposits of refunds and for ensuring correct address is used for refunds to be mailed to taxpayers living outside of the U.S.
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Nonresidents

Here’s what a disaster declaration means for taxpayers

Tax Tip 2022-83, May 31, 2022 — Before the IRS can choose to authorize tax relief for disaster victims, the Federal Emergency Management Agency must issue a disaster declaration. Generally, the IRS will authorize disaster tax relief to all areas identified on a disaster declaration if FEMA identifies at least one area qualifying for their Individual Assistance program.
General Information
Individuals, Small Businesses, Sole Proprietors

Tax planning doesn’t stop after a taxpayer files a tax return

Tax Tip 2023-86, June 28, 2023 — Just because a taxpayer filed a tax return doesn’t mean they should forget taxes until next year. What a taxpayer does now may affect the tax they owe or the refund they may receive next year.
General Information
Individuals

Summer activities that could impact next year’s tax return

IRS Tax Tip 2025-37, June 5, 2025 — Summer is a time for fun but it’s never the wrong time to be thinking about taxes – and some summer activities could have an impact. Here are a few summertime activities and tips on how taxpayers should consider them for tax season.
General Information
Individuals

Summer activities that could affect people’s tax returns next year

Tax Tip 2024-53, May 29, 2024 — While summer is a time for fun, it’s never the wrong time to be thinking about taxes – and some of those summer activities could have an impact. Here are a few summertime activities and tips on how taxpayers should consider them for filing season.
General Information
Individuals

IRS offers tax relief after major disasters

Tax Tip 2024-83, Oct. 16, 2024 — Disaster relief can be authorized by the IRS when certain criteria from the Federal Emergency Management Agency are met. Generally, the IRS will authorize disaster tax relief to all areas identified on a major disaster declaration if FEMA identifies at least one area qualifying for their Individual Assistance program.
General Information
Individuals