Be Ready For These 10 Tax Surprises, Ep #213

Financial Symmetry: Balancing Today with Retirement

Financial Symmetry, Chad Smith, and Mike Eklund द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Financial Symmetry, Chad Smith, and Mike Eklund या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

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So many of us will be hoping for no tax surprises when preparing our tax returns this year.

This is why we want to provide you with a list of common tax surprises to watch for.

After working with hundreds of clients to prepare their tax returns, we’re sharing the latest tax surprises we see that could be helpful to know when completing your tax return this year.

Outline of This Episode

[0:42] The Slott Report
[2:39] Inheritance surprises
[6:51] Credit card rewards
[8:10] Interest income increases
[10:54] Income earned in different states
[12:32] 1099Ks
[14:14] Underwithholding from your W4
[15:56] Forgotten statements
[17:32] Double taxation on the Backdoor Roth
[19:49] Underpayment penalty
[21:14] The K1 for small business owners

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📰 See the full show notes here

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