Skip to content
NewTurboTax blog is NOW bilingual Español English

Get the latest stimulus news and tax filing updates

The TurboTax Blog Search

Search the Blog

Latest tax and finance news and tips

or

Search TurboTax Support

FAQ’s and community answers

Sign In
  • Tax Deductions & Credits
    • Family
    • Education
    • Home
    • Tax Refunds

    Popular Posts

    Learn who you can claim as a dependentWho Can I Claim as a Tax Dependent?
    twinbabies12 Ways to Save on Taxes Through Life’s Transitions

    Recent Posts

    Stocksy_txp07a66d69zKO100_Medium_1265552 (1)Tax Benefits for Having Dependents
    Learn what a recovery rebate tax credit isWhat is a Recovery Rebate Tax Credit?
  • Income & Investments
    • 401K, IRA, Stocks
    • Business Income

    Popular Posts

    Adobe RGBGambling Winnings Tax (How Much You Will Pay For Winning?)
    Blog ImageBonus Time: How Bonuses Are Taxed and Treated by the IRS

    Recent Posts

    coins-and-plants-jarsI Started Investing This Year, What Do I Need to Know Come Tax Time?
    watering bucket with moneyFirst Time Investors, Here’s What You Need To Know About Taxes
  • Tax Planning
    • Savings
    • Tax Calculators
    • Health Care

    Popular Posts

    Woman looking for tax help on laptop computerTurboTax Answers Most Commonly Asked Tax Questions
    Amended 1040xWhen Should You Amend Your Tax Return?

    Recent Posts

    How is your holiday bonus taxedHoliday Bonus Season: How Your Holiday Bonus is Taxed
    Here’s what to do if you’re projected to owe taxes next yearI’m Projected to Owe Taxes Next Year – What Should I Do Now?
  • News & Social
    • Tax News
    • TurboTax News
    • Social

    Popular Posts

    TTopenNow Accepted: You Can File Your 2014 Tax Return with TurboTax Today!
    donutimageYou Can Still Take Advantage of TurboTax Free Edition – No Strings (or Money) Attached!

    Recent Posts

    IRS Free File Program Is Now OpenIRS Free File Program is Open
    TurboTax is Open and Accepting Tax Returns Now!TurboTax is Open and Accepting Tax Returns Now!
  • Self-Employed
    • 1099 MISC/K
    • Expenses

    Popular Posts

    6 Money Saving Tax Tips for the Self-Employed6 Money Saving Tax Tips for the Self-Employed
    Self-Employed? Quarterly Tax Date Deadlines for Estimated TaxesSelf-Employed? Quarterly Tax Date Deadlines for Estimated Taxes

    Recent Posts

    Self-Employed? Quarterly Tax Date Deadlines for Estimated TaxesSelf-Employed? Quarterly Tax Date Deadlines for Estimated Taxes
    End of Year Retirement Tips for Employees and the Self-EmployedEnd of Year Retirement Tips for Employees and the Self-Employed
  • Tax Reform
  • Search

    Search the Blog

    Latest tax and finance news and tips

    or

    Search TurboTax Support

    FAQ’s and community answers

New
  • Español de Estados Unidos

Search the Blog

Latest tax and finance news and tips

or

Search TurboTax Support

FAQ’s and community answers

The TurboTax Blog > Tax Planning

Tax Planning

Learn what you can do year-round to increase your tax refund and easy ways to prepare and plan for the upcoming tax season from TurboTax.

  • Most Recent
  • Most Popular
  • Category
    • Tax Deductions and Credits
    • Family
    • Education
    • Home
    • Income and Investments
    • 401K, IRA, Stocks
    • Business Income
    • Health Care
    • Health Care Insured
    • Health Care Uninsured
    • Tax Planning
    • Savings
    • Tax Calculators
    • TurboTax News
    • Tax News
    • Tax Refunds
    • TurboTax Press Releases
  • Author
    • Adam Middleton
    • asbbaines
    • debrahammer
    • Elle Martinez
    • Ginita Wall, CPA, CFP®
    • IntuitAngie
    • jeffrose123
    • Lindsey Delgado
    • Magaly Olivero
    • Mint
    • Myles Ma
    • Philip Taylor
    • Sprintax
    • Steve Strauss
    • TurboTax Lauren
    • TurboTaxAshley
    • TurboTaxBlogTeam
    • TurboTaxBlogTeam
    • TurboTaxBob
    • TurboTaxChristine
    • TurboTaxJulie
    • TurboTaxKat
    • TurboTaxLisa
    • TurboTaxNews
    • Winnie Sun
  • Subscribe to thisSubscribe to this RSS feed
New
  • Español de Estados Unidos
Tax Planning

Holiday Bonus Season: How Your Holiday Bonus is Taxed

December 31, 2020 / Ginita Wall, CPA, CFP®
Holiday Bonus Season:  How Your Holiday Bonus is TaxedDecember is a time for giving gifts, and some employers give year-end bonuses to their employees to show gratitude for a year of faithful service. If your employer has promised you a bonus, you’re likely already thinking of all the...

Full Story

Tax Planning

I’m Projected to Owe Taxes Next Year – What Should I Do Now?

December 30, 2020 / Elle Martinez
I’m Projected to Owe Taxes Next Year – What Should I Do Now?With tax season right around the corner, you may be wondering whether you paid enough taxes this year. Have no fear — we’ve compiled a list of money moves you can make before December 31st to improve your tax picture....

Full Story

Tax Planning

TurboTax Spotlight: Tax Expert Miguel Shares Why TurboTax Live Full Service is a Gamechanger for Taxes

December 26, 2020 (Last Modified: December 29, 2020) / TurboTaxBlogTeam
TurboTax Spotlight: Tax Expert Miguel Shares Why TurboTax Live Full Service is a Gamechanger for TaxesIn case you missed it, we recently announced TurboTax Live Full Service, a new offering that will transform tax preparation for taxpayers this season, and we couldn’t be more excited. TurboTax Live Full Service allows you to virtually connect to...

Full Story

Tax Planning

TurboTax Offers Refund Advance to Taxpayers for 2020

December 3, 2020 (Last Modified: December 8, 2020) / TurboTaxBlogTeam
TurboTax Offers Refund Advance to Taxpayers for 2020Close to 80 percent of taxpayers receive a tax refund each year, and last tax season the average tax refund was about $3,267. For many taxpayers, their refund could be the biggest lump sum of money they receive all year,...

Full Story

Tax Planning

TurboTax Launches the TurboTax Unemployment Center

November 18, 2020 (Last Modified: December 28, 2020) / TurboTaxBlogTeam
TurboTax Launches the TurboTax Unemployment CenterThis content is for the first coronavirus relief package, The Coronavirus Aid, Relief and Economic Security Act (The CARES Act), which was signed into law in March 2020. For information on the Coronavirus Response and Relief Supplemental Appropriations Act of...

Full Story

Tax Planning

Save the (Tax) Dates!

November 11, 2020 / TurboTaxLisa
Save the (Tax) Dates!In order to help you plan for your tax year 2020 taxes(the ones you file in 2021) and other important tax dates, we’ve compiled a list of key tax deadlines for you to keep in mind and mark on your...

Full Story

Tax Planning

10 Year End Tax Tips to Set You Up For Success In the New Year

November 4, 2020 (Last Modified: November 17, 2020) / TurboTaxLisa
10 Year End Tax Tips to Set You Up For Success In the New YearIt’s hard to believe that we’re in the last quarter of the year! With 2020 coming to an end, now is a great time to make some easy and smart tax moves to help lower your tax bill and increase...

Full Story

Tax Planning

Bonus Tax Calculator (How to Calculate Bonus Paychecks)

November 2, 2020 (Last Modified: November 18, 2020) / TurboTaxLisa

If you received a bonus or are expecting one this year you may want to understand how taxes are withheld from your bonus when you receive it. Check out our bonus calculator that answers one of our most frequently asked questions and find out how your bonus will be taxed.

Full Story

Tax Planning

What Happens If I Miss the Tax Extension Deadline?

October 21, 2020 (Last Modified: November 17, 2020) / TurboTaxLisa
What Happens If I Miss the Tax Extension Deadline?

The extended tax deadline was October 15th and while many scrambled to make the tax deadline, some of you may have missed it and are wondering what to do. Don’t worry! If you missed the extended tax deadline, here are answers to 5 of your burning questions to help you figure out what to do next.

Full Story

Tax Planning

What is Financial Planning?

October 2, 2020 (Last Modified: November 17, 2020) / Ginita Wall, CPA, CFP®
What is Financial Planning?The article below is up to date based on the latest tax laws. It is accurate for your 2019 taxes (filed in 2020) and 2018 taxes. October is Financial Planning Month, and what better way to plan than to take...

Full Story

Posts navigation

1 2 3 4 5 6 … 19 »

Get your maximum tax refund with TurboTax today

Start for free
Sign In

TurboTax Unemployment Center

Get the Latest Money Saving Tips Delivered to Your Inbox


Connect with us

Like us on Facebook. Follow us on Twitter. Subscribe on Youtube. Follow us on Pinterest. Subscribe to our RSS feed.

TurboTax editor’s picks

  • Second stimulus check answers Where’s My Second Stimulus Check? January 11, 2021 / TurboTaxLisa
  • Understand what the second coronavirus relief bill means for the unemployed What Does the Second Coronavirus Relief Bill Mean for the Unemployed? December 30, 2020 / TurboTaxKat
  • Learn what a recovery rebate tax credit is What is a Recovery Rebate Tax Credit? December 29, 2020 / TurboTaxKat

RSS Tax Tips from TurboTax

  • Rules for Claiming a Dependent on Your Tax Return
  • What is the Purpose of an IRS W-9 Form?
  • What is a W-4 Form?
  • 7 Requirements for the Child Tax Credit
  • Guide to Short-term vs Long-term Capital Gains Taxes (Brokerage Accounts, etc.)
  • Blog Post Archive

  • Blog Site Map

  • Press Center

  • Disclaimer

    The views expressed on this blog are those of the bloggers, and not necessarily those of Intuit. Third-party blogger may have received compensation for their time and services. Click here to read full disclosure on third-party bloggers. This blog does not provide legal, financial, accounting or tax advice. The content on this blog is "as is" and carries no warranties. Intuit does not warrant or guarantee the accuracy, reliability, and completeness of the content on this blog. After 20 days, comments are closed on posts. Intuit may, but has no obligation to, monitor comments. Comments that include profanity or abusive language will not be posted. Click here to read full Terms of Use.

    About
    About
    • TurboTax guarantees
    • TurboTax security and fraud protection
    • Tax forms included with TurboTax
    • TurboTax en Español
    • Self-employed tax center
    • Tax reform center
    • Tax Refund Advance
    • E-file Taxes Online
    • Coronavirus and Your Taxes
    • Self Employed COVID-19 Relief
    • Unemployment Benefits and Taxes
    Online Software Products
    Online Software Products
    • TurboTax login
    • Compare online products
    • All online tax preparation software
    • Free Edition tax prep
    • Deluxe tax prep to maximize deductions
    • Premier investment & rental property taxes
    • Self-Employed taxes
    • Military tax filing discount
    • TurboTax Live Tax Expert Products
    • How TurboTax Live Works
    CD/Download Products
    CD/Download Products
    • TurboTax CD/download login
    • Compare CD/download products
    • All CD/download products
    • Check order status
    • CD/download shopping cart
    • TurboTax Advantage program
    • TurboTax Business for corps
    • Products for previous tax years
    Mobile Tax Apps
    Mobile Tax Apps
    • All TurboTax mobile apps
    • Official TurboTax mobile app
    • TaxCaster refund estimator app
    • ItsDeductible donation tracker app
    Help and Support
    Help and Support
    • TurboTax support
    • Contact us
    • TurboTax Advantage support
    • Where's My Refund
    • File an IRS tax extension
    • Get started with TurboTax
    • Refund Status Support
    • Common Tax Topics
    • After you file your taxes
    Tax Tools and Tips
    Tax Tools and Tips
    • Stimulus Check Calculator
    • All tax tips and videos
    • Tax calculators & tools
    • TaxCaster refund calculator
    • Tax bracket calculator
    • Check e-file status refund tracker
    • W-4 withholding calculator
    • ItsDeductible donation tracker
    • Self-Employed Expense Estimator
    Social
    Social
    • TurboTax customer reviews
    • TurboTax blog
    • TurboTax invite-a-friend discount
    • TurboTax Super Bowl commercial
    • Community
    • Intuit Tax & Financial Center
    More Products from Intuit
    More Products from Intuit
    • TurboTax Canada
    • Turbo: Free Credit Score
    • Accounting software
    • Mint budget tracker
    • Payroll
    • Quickbooks Payments
    • Professional tax software
    • Professional accounting software
    • More from Intuit
    Tax Expert Hub: A-D
    Tax Expert Hub: A-D
    • Tax Experts for Atlanta
    • Tax Experts for Baltimore
    • Tax Experts for Boston
    • Tax Experts for Charlotte
    • Tax Experts for Chicago
    • Tax Experts for Cleveland
    • Tax Experts for Dallas
    • Tax Experts for Denver
    • Tax Experts for Detroit
    Tax Expert Hub: E-N
    Tax Expert Hub: E-N
    • Tax Experts for Fort Worth
    • Tax Experts for Houston
    • Tax Experts for Las Vegas
    • Tax Experts for Los Angeles
    • Tax Experts for Miami
    • Tax Experts for Minneapolis
    • Tax Experts for New York
    Tax Expert Hub: O-R
    Tax Expert Hub: O-R
    • Tax Experts for Oakland
    • Tax Experts for Orlando
    • Tax Experts for Philadelphia
    • Tax Experts for Phoenix
    • Tax Experts for Portland
    • Tax Experts for Raleigh
    Tax Expert Hub: S-Z
    Tax Expert Hub: S-Z
    • Tax Experts for Sacramento
    • Tax Experts for St. Louis
    • Tax Experts for San Diego
    • Tax Experts for San Francisco
    • Tax Experts for San Jose
    • Tax Experts for Seattle
    • Tax Experts for Tampa
    • Tax Experts for Washington D.C.
Sitemap
  • YouTube
  • Blog
  • Facebook
  • Twitter
  • Instagram
  • Tumblr
Intuit - Powering Prosperity
turbotax quickbooks proconnect mint
  • About Intuit
  • Join Our Team
  • Press
  • Privacy
  • Security
  • Software and Licenses
  • Trademark Notices
  • Affiliates and Partners

©1997-2021 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks of Intuit Inc. Terms and conditions, features, support, pricing, and service options subject to change without notice.

Security Certification of the TurboTax Online application has been performed by C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Certified by nResult Security Certification of the TurboTax Online application has been performed by C-Level Security Reviewed by TRUSTe, Site Privacy Statement

Authorized e-file Provider