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HerMoney with Jean Chatzky

Bonus: Essential Tax Tips for 2023

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.71.5K Ratings

🗓️ 24 February 2023

⏱️ 36 minutes

🧾️ Download transcript

Summary

We’re officially in the middle of tax season, and this year's filing deadline of Tuesday, April 18th will be here before we know it. Tax expert and CPA Robbin Caruso of Prager Metis International joins us to discuss the biggest changes to the tax code over the past year, the most common mistakes she sees people make on their returns, and strategies to make your tax prep as successful and stress-free as possible. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

You're listening to an AirWave Media Podcast.

0:07.0

Your life is going to change.

0:09.0

Jobs, kids, houses, are you financially ready to enjoy the ride?

0:13.8

Visit planefe.com slash her money to schedule a free appointment with financial advisor

0:19.0

today because you've got a lot to look forward to, but it's always better to be prepared.

0:24.4

Hey everybody, I'm Jean Chatsky.

0:26.3

Thanks so much for joining me today on her money.

0:29.1

So we are now at the tail end of February, and even though spring flowers and warmer

0:35.0

weather are just around the corner, April will be here before we know it.

0:40.6

And that doesn't just mean allergies.

0:43.8

It means tax season.

0:45.2

Tax season is about to hit us.

0:47.5

In 2023, our 2022 taxes will be due on Tuesday, April 18th.

0:53.6

And if you haven't already started thinking about your potential refund or dare I say

1:00.3

it, how much you might owe the IRS now is the time.

1:05.7

Part of the reason we wanted to talk taxes today is because of all the changes to the tax

1:10.1

code in the last year.

1:12.5

Income tax brackets shifted a bit.

1:14.4

The standard deduction increased slightly.

1:16.6

There were adjustments to the child tax credit and how much we can contribute to our 401K's

1:22.3

just to name a few.

1:23.6

So today, we're going to unpack those changes, discuss what you need to know to have a successful

...

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